Affinity integration

Relationship intelligence CRM for venture capital, private equity and dealmakers. Connect Affinity to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: CRM & sales

Popular ways to use Affinity

Start with one of these, or describe your own.

Leads captured for you

Web forms, calls and bookings land in Affinity, matched to the right contact.

Follow-ups that happen

Your team gets a reminder by email or text when a deal in Affinity goes quiet.

Won deals, ready to invoice

When a deal is won in Affinity, the client and a draft invoice are set up in your accounting app.

How to connect Affinity

Request Affinity
In your portal’s Integrations tab, press Request access next to Affinity. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Affinity, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Affinity data in ChatGPT. AI on OLODESK

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