Affinity integration + automation

Affinity integrations couldn’t be easier with the Tray Platform’s robust Affinity connector, which connects any services without the need for separate integration tools.

Affinity

Easily integrate Affinity

Increase sales productivity and revenue with easy Affinity integrations on the low-code Tray Platform. Our visual, drag-and-drop builder lets anyone bi-directionally sync any data source across a variety of platforms, without support from IT.

An Affinity connector is just the beginning when it comes to integrations. Sync Affinity in minutes with any data source in your tech stack, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Bring together all your CRM data, including key leads, calendar streams, contracts, and more.

Beyond integrations, the Tray Platform gives you the power to create customized Affinity automation. Take Affinity’s capabilities to the next level with multi-step, automated workflows that let you spend less time on manual tasks and more time increasing your business’s revenue.

Limitless Affinity automation

The possibilities are endless with Affinity automated workflows using the Tray Platform. You have the power to quickly and easily connect your day-to-day software applications at the API level. Business users in sales, marketing, finance, business operations, customer service, and more count on our flexibility to flow data across any tools to improve sales efficiency and win more deals.

Our library of pre-built connectors, data helpers, and custom logic operators gives you the power to build the exact automated workflow you need for your use cases. We make it easy to bridge the gap between Affinity CRM and other tools such as your project management software, accounting software, ERP, data warehouse, analytics tools, conversation intelligence, and more.

Nurture your business’s most important relationships and position your sales team to win more deals with low-code automation. Now, you can enable sales to follow up faster with bulk lead uploads from any source. You can also expedite deal approvals by automatically syncing your Affinity records to automate your deal desk.

In-depth Affinity automations

The Tray Platform makes it easy for any user to build multi-step automated workflows, and it’s powerful enough to handle heavy-duty tasks processing billions of events daily. Plus our platform is built on elastic, serverless architecture, ensuring your workflows will always scale as your data needs evolve.

Need to accelerate your sales cycle by automating your deal desk with Affinity data by sending automatic approval prompts to multiple stakeholders in sequence? Need to improve data hygiene by automating bulk updates to your sales records? Our platform can easily sync Affinity with Slack, Marketo, Intercom, NetSuite, Gong.io, Mailchimp, Salesforce, Dropbox, Google Drive, Microsoft Teams, and many, many other tools.

The Tray Platform is trusted by IT and security professionals. We have enterprise-grade security including SOC 2 Type 2 certification, and full compliance with data privacy regulations, including GDPR, CCPA, and HIPAA.

Popular Affinity integrations

Affinity and Salesforce

Affinity and Stripe

Affinity and Azure Active Directory

Affinity and Microsoft Dynamics 365

Affinity and QuickBooks Online

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