This integration is built to work the way you do. Whether you're sourcing deals, tracking prospects, or evaluating leads, you can now discover and sync company data all in one place.
Here’s what you can do with it:
✅ Find and add companies in one click: Forget manual data entry. Now, when you find a company on Tracxn, you can send its complete, verified profile straight to Affinity with a single click.
✅ Keep your prospect data fresh: Automatically sync key details like company name, website, logo, overview, Tracxn URL, and Company ID. Your CRM stays up-to-date with verified information, helping you make data-driven decisions.
Setting it up is simple.🔹 When you’re on a company profile page:
1\] Click on the ‘Add to CRM’ button and select Affinity.
2\] Choose ‘Connect to Affinity’ to begin the secure authentication.
3\] Enter your unique Affinity API key when prompted to forge the connection. (🔗 Learn how to generate your API key)
4\] Once connected, click ‘Add’ to send companies from Tracxn directly to your Affinity CRM.
🔹 How you can disconnect Affinity?
To disconnect Affinity, just head over to Data Solutions → Affinity → Disconnect.
Please note, it can’t be disconnected directly from the Company Profile page.
As always, if you have a question or need guidance, our team is here for you.
Connect with us via live chat, email, or WhatsApp anytime—we're available 24/7 to ensure your workflow stays smooth
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