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Connect your Affinity CRM to keep deals, companies, and contacts in sync with Doris. Affinity is popular with investment and partnership teams, so Doris supports Affinity’s list-based structure natively — including owner-scoped syncing for teams who share a workspace.
Affinity is an organization-wide integration configured by an admin from Settings > Admin. CRM data is shared across your entire team.

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Setup

1

Generate an Affinity API key

In Affinity, go to Settings > API and create a new personal API key with access to the workspace and lists you want to sync.
2

Navigate to Admin Settings

In Doris, go to Settings > Admin and find the Affinity row under CRM connections.
3

Paste your API key

Click Connect on the Affinity row and paste your API key into the secure modal. Doris stores the key encrypted and never exposes it back to the UI.
4

Wait for initial sync

Doris will begin pulling in your Affinity data. Initial sync may take a few minutes depending on the size of your workspace.

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Tracked Reps

Affinity workspaces are often shared across a whole firm, not just one sales team. If you only want Doris to work on the deals your reps actually own, you can configure tracked reps — Doris will limit sync and scoring to opportunities owned by those users.
1

Pick your tracked users

From the Affinity row in Admin settings, click Tracked Reps. Select the Affinity users whose deals Doris should work on.
2

Pick the owner field

Click Owner Field and choose the field on your opportunity list that represents deal ownership. Doris validates that the field belongs to an opportunity list before saving.
Once configured, Doris uses a deal-first sync: it finds the opportunities matching your tracked reps via the owner field, then pulls in only the companies and contacts linked to those deals. Everything outside that scope is left alone.
If no tracked reps or owner field are configured, Doris syncs the full workspace. Tracked reps are an opt-in scoping layer — useful for large shared workspaces, unnecessary for small teams.

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What Syncs

Affinity ObjectDoris ObjectDirection
OrganizationsCompaniesInbound
PersonsContactsInbound
OpportunitiesDealsInbound
Sync runs on a regular polling schedule plus a nightly reconciliation pass that catches any records missed during polling.

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What It Does

Once connected, Affinity data powers several Doris features:
  • Deals — Affinity opportunities appear in the Doris pipeline with AI qualification scores
  • Context Hub — Company and contact profiles are enriched with CRM data
  • AI Chat — Ask questions about any company, contact, or deal from Affinity
  • Deal Qualification — Deals are scored automatically from conversation evidence
  • ICPs — Your closed Affinity opportunities feed ICP discovery and deal fit scoring

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Tips & Troubleshooting

If your workspace has multiple opportunity lists, pick the owner field from the list your tracked reps actually use — Doris validates that the field belongs to an opportunity list when you save.
If you rotate your Affinity API key, an admin can re-enter it from Settings > Admin without losing any existing data.
Disconnecting Affinity will stop syncing new data but won’t delete existing data from Doris.