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CRM & sales

Affinity

Connect Affinity so your agent can look up contacts and deal status during calls.

Affinity is the relationship and deal CRM used by private capital teams to track companies, people and opportunities. Connect your Affinity account and your agent can read your records while it talks to a caller. It can check a company's list status, find a contact's history with your firm, or pull the current stage of an opportunity, then tell the caller what it finds. Your agent reads from Affinity during the call. It does not change your data unless you add that permission for your connected account.

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What your agent can do with Affinity

  • Look up a person or company and confirm they are in your Affinity records
  • Check which lists a company appears on and its current status in each list
  • Read opportunity stage and basic details to answer status questions on the phone
  • Pull a contact's list entries and history before a callback
  • Work only with the lists and fields your connected Affinity account can access

Affinity exposes 20 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound status question from a founder

  1. Caller

    Hi, this is Dana Okafor from Northbridge Labs. Can you tell me where our application stands with your fund?

  2. Agent

    Of course, Dana. Let me pull up Northbridge Labs in our records. One moment.

  3. Agent

    I can see Northbridge Labs is in the Series A pipeline, currently at the second review stage. The team last updated it on the 12th.

  4. Caller

    Great, thank you. Is there anything else you need from us?

  5. Agent

    Nothing right now. I'll let the team know you called and asked for an update.

Analyst checking a contact before a meeting

  1. Caller

    Hello, I'm calling for Marcus Hale about the Tuesday meeting. Is his file up to date?

  2. Agent

    Hi. Let me look up Marcus Hale in Affinity.

  3. Agent

    Marcus is on two lists, Founders Q3 and Warm Introductions. The last interaction logged was a call on March 4 with the deal team.

  4. Caller

    Perfect. Can you confirm his company is still listed as Halden Mobility?

  5. Agent

    Yes, Halden Mobility is still the company on his record. I'll note that you confirmed it.

Outbound follow-up after a lookup

  1. Agent

    Good morning, this is calling for Priya Raman. Is this a good time to talk about your last update?

  2. Caller

    Sure, go ahead. I've been waiting on the next step.

  3. Agent

    Thanks. The opportunity with Lumen Health is at the diligence stage. We have a document request open from May 2, and the team wants to schedule a call next week.

  4. Caller

    Okay, I can do Thursday afternoon. Please put that in.

  5. Agent

    Noted. I've shared Thursday afternoon with the team and they will confirm the time by email.

How to connect Affinity

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Affinity

    From Integrations in the dashboard, choose Affinity and enter the connection details from your Affinity account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Affinity actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does this work during the call or after it?

Both. Your agent can look up Affinity records while a call is live, and it can also use the same records to prepare follow-ups for after the call.

What do I need to connect Affinity?

An Affinity account with the permissions you want the agent to use, such as exporting data from lists. Connect it from the AgentCalls dashboard using the credentials in your Affinity settings.

Which plan includes this integration?

Integrations are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Affinity.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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