Overview
The Tracxn - Affinity integration allows you to seamlessly push company data from Tracxn directly into your Affinity CRM. You can view the complete list of supported data points here.
Once connected, you can add companies in just a few clicks, making your workflow more efficient while reducing manual effort.
How can I integrate Affinity CRM ?
Navigate to the Company Detail page (for example, Uber) and click the “Add to CRM”. Select Affinity CRM and click “Connect & Set as Default.”
An authentication pop up will appear. Enter your Affinity API key and complete the authentication process. (You can generate your API key from Settings > Manage Apps in your Affinity account. Learn More.)
Once authentication is successful, you can start adding companies to Affinity directly from Tracxn.
Note:
Only admins or users with permission to manage global fields can connect to Affinity. If sufficient permissions are not available, the authentication will fail.
How to manage your Affinity CRM settings ?
Go to Profile > Settings > CRM.
From here, you can:
Update your API token
Manage your connection
Change your default CRM
Have questions or need assistance? Reach out to [email protected]
FAQs - Affinity Integration
1. Why to connect Affinity to Tracxn?
Enrich Affinity with Tracxn data to boost deal tracking and relationship insights.
2. Is the integration Secure?
Yes, all data is encrypted and transferred securely, ensuring your information is safe.
3. What data points can I pull from Tracxn to Affinity?
You will be able to fetch the company name, company website, Tracxn Company ID, overview, Tracxn URL. Check out the details here.
4. How can I integrate Affinity?
1. In the Company Detail Page (e.g. Uber), click the “Add to CRM” dropdown in the top-right, select Affinity, and then click "Connect and set as default".
2. A modal appears, enter your Affinity API key and authenticate.
3. On successful authentication, start adding companies. The default fields for push and start adding records to Affinity.
Learn how to connect to Affinity CRM
5. Do I need any extra credit to access data using Affinity?
No, you do not need extra credits to add companies from Tracxn to Affinity. Premium users can add up to 500 successful companies/month, and Tracxn Lite users can add 100 successful companies/month.