Skip to main content

Affinity Integration

Bring your Affinity lists and fields into Harmonic, research your pipeline with Scout, and add companies to Affinity with one click.

Written by Harmonic Team

With the integration, you can:

  • Ask Scout to use your CRM context for tailored research and recommendations

  • Add companies to your Affinity lists from Harmonic with one click

  • Find companies based on Affinity data

Before you begin

You’ll need:

  • A Harmonic workspace admin access to set up.

  • An Affinity API key with access to the lists you want to connect, including the V2 lists endpoint.

  • Available Affinity API capacity. Your Affinity plan and other integrations can affect the calls available to Harmonic.

Choose a key whose access is appropriate for the CRM data you want to bring into your Harmonic workspace. If you’re unsure about API access, ask your Affinity admin.

How to connect Affinity

  1. Open Settings → Integrations in Harmonic and select Affinity.

  2. Select Enable and enter your Affinity API key.

  3. Choose the Affinity lists you want to sync.

  4. Select the fields you want to bring into Harmonic.

  5. Choose a sync cadence, review your selections, and complete setup.

Your first sync imports the selected data. Allow it to finish before checking your lists and fields in Harmonic.

Sync cadence

  • Instant (recommended)

    • Instant syncs are powered by webhooks and therefore minimize Affinity API calls.

    • As soon as you make changes on Affinity, you’ll see the updates on Harmonic (upon refresh)

    • Affinity users are limited to 3 webhooks, so you’ll need to make sure you have sufficient slots to opt in for Instant updates!

  • Hourly, Daily, or Weekly

    • These options use more Affinity API calls; the number of calls used will be dependent on the number of Affinity lists you have multiplied by the number of times that data is requested

Add a company to Affinity

  1. Open the company’s Add to list menu on a company’s profile page, side panel, or chrome extension. Alternatively, select one company in a grid table and open the Add to list menu via the Grid Action Bar.

  2. Choose the synced Affinity list you want to add it to.

  3. Fill in any connected field values you want to send, then confirm the add.

The available fields depend on what your team connected: global fields and fields belonging to the selected list. If no fields are connected, you can still add the company without specifying custom field values.

The push writes to Affinity. Updated values in Harmonic may appear after the next sync. If a push reports an error, check whether the company was added in Affinity before trying again.

Affinity fields in Harmonic

  • Synced field values are read-only in Harmonic’s grid. Make ongoing edits in Affinity.

  • View them in grid tables by adding them via the Header Cell dropdown menu or the Display panel.

  • View them in side panel under the Workspace tab

  • When adding a company through Harmonic’s Affinity push flow, you can supply values for supported connected fields.

FAQ

A connected field is blank or looks out of date

Check that you connected the correct global or list-specific field and that the company has a value in Affinity. Check the integration’s sync status, run Sync now if you have permission, and refresh your view after it finishes. With Never selected, updates will not be pulled in automatically.

Related Articles
Did this answer your question?