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CRM

Affinity for your Agent

Flow can look up contacts, companies and deals in Affinity, and with read and write access it can update records.

It asks for your approval before it changes anything in Affinity. Connect with an API key from your Affinity account.

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Which Affinity deals are linked to tenders closing this month?

Connect Affinity in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Affinity.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Affinity.

What Flow can do depends on what Affinity offers through its API and on the access you choose.

Things to ask

Type these to Flow once Affinity is connected.

  • Affinity

    Which Affinity deals are linked to tenders closing this month?

  • Affinity

    Create a Affinity deal for the Vienna hospital tender, with its value and deadline.

About Affinity

Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.

Ready to submit more bids?

Start for free today.

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