Connect Affinity to clariBI with your API key to sync opportunities, companies, and persons, read-only, with auto-generated dashboards next to your business data.
What is Affinity?
Affinity is a relationship intelligence CRM for managing deal flow, companies, and the people behind them.
clariBI reads Affinity through its v2 REST API using your own API key: opportunities, companies, and persons. Access is read-only, and clariBI never edits a record in your CRM.
How to connect Affinity
- Open Data Sources in clariBI. In clariBI, go to Data Sources → Add Data Source, find Affinity, and paste your Affinity API key (Settings → API). The key is Fernet-encrypted at rest.
- Choose the records to sync. Pick the objects to pull (opportunities, companies, persons). clariBI reads them read-only and paginates the full list.
- Sync, then get dashboards. clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How is deal flow split across our lists?" and the AI engine queries the synced CRM data alongside your revenue.
What you can analyze
- Opportunities by list (pipeline stage)
- Companies by domain coverage
- Persons by type (internal, external, collaborator)
- Deal flow distribution across lists
- Record counts lined up with funding or campaigns
- Cross-source: deal flow → closed revenue → forecast
What gets synced
clariBI pulls the records you select through the Affinity v2 REST API, follows the next-page links to the end of the list, lands it as a preprocessed dataset, and refreshes it on your schedule. Access is read-only.
For each selected object, clariBI syncs the records with their names, lists, domains, and types, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Affinity.
Questions across your other data
Once your records are synced, the AI engine can join them to the rest of your business data. A few examples:
| Pairing | Question | How clariBI answers |
|---|---|---|
| Affinity × Revenue | "How does our deal flow by list line up with closed revenue?" | Planner: read opportunity lists from Affinity, join to closed revenue by account, and rank lists by realized value. |
| Affinity × Marketing | "Which companies in our network turned into opportunities?" | Planner: read companies + opportunities from Affinity, join to campaign touch data, and report the conversion. |
Frequently asked questions
What do I need to connect Affinity?
Your Affinity API key (Settings then API). You paste it into clariBI once; the key is Fernet-encrypted at rest. The v2 read endpoints are available on select Affinity license types.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a company, person, or opportunity.
Which clariBI plan includes the Affinity connector?
Data-source connectors are available on the Trial, Starter, Professional, and Enterprise plans. You can connect it during the free 14-day trial.