Overview
The Tracxn - Affinity integration allows you to seamlessly push company data from Tracxn directly into your Affinity CRM.
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]