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KrispCall x Affinity
Affinity Integration Overview
Affinity Integration for Complete Relationship and Deal Tracking
Full Interaction History in One Place
Calls Tied to Your Pipeline
Faster Team Handoffs
Cleaner & Accurate Data
Connect KrispCall with Affinity to Keep Every Relationship and Call Organized
Bring calling and relationship intelligence together into a single connected workflow. KrispCall and Affinity keep your contact data synced, your call history organized, and your team focused on sourcing and closing deals.
Install KrispCall Browser Extension Instant Calling
Click any phone number inside Affinity to launch a call instantly. The KrispCall browser extension automatically detects contact numbers, auto-populates the dialer with the correct number and country flag, and logs every interaction back to Affinity.
Dial Contacts Instantly from Affinity
Initiate calls from any Affinity contact record with a single click. The KrispCall dialer opens with the number already populated, helping your team connect faster and stay focused on the conversation.
Every call is automatically logged to the correct Affinity record with call details and activity history. Your team gets a complete communication timeline without manual updates or data entry.
Send Messages Without Leaving Affinity
Send SMS messages directly from Affinity to keep conversations moving between calls. Reach contacts quickly with updates, follow-ups, reminders, and important information.
Every message is automatically associated with the correct contact record. This keeps communication organized and provides complete visibility into every interaction.
Access Every Conversation When You Need It
Automatically store call recordings and voicemails alongside your Affinity contact records. Review previous conversations without searching through multiple platforms.
Voicemails are logged the same way. If auto-record is enabled, recordings sync to Affinity immediately after the call. Nothing gets lost between conversations.
Sync Notes to Affinity in Real Time
Notes added during or after calls in KrispCall sync automatically to the matching Affinity contact. Capture key insights, next steps, and action items without switching screens.
Notes created, edited, or deleted from the conversation box all stay in sync. Your entire team sees the same up-to-date information on every contact and deal.
Track Every Interaction Without Manual Work
All inbound and outbound calls are logged in Affinity, including timestamps, call duration, and caller details. Missed calls and voicemails are captured the same way, giving your team full visibility into every touchpoint.
Use call log data to track outreach volume, monitor follow-up activity, and identify where deals are gaining or losing momentum across your pipeline.
Benefits of Integrating Affinity with KrispCall
Complete Relationship Context
Reduce Admin work with automation
Accurate Pipeline Data
Team-Wide Visibility
Empowering Deal Teams, Investor Relations, and Portfolio Teams
Deal Teams
Investor Relations Teams
Portfolio Teams
Integrate Affinity with With KrispCall Easily with Our Guide
Log in to KrispCall
Sign in to your KrispCall account and navigate to Settings.
Go to Integrations
Under App Settings, click Integrations, then select Marketplace to view all available tools and CRMs.
Find Affinity
Search for Affinity in the integrations list, then click it to open the integration page.
Add to KrispCall
Click Add to KrispCall. A pop-up will appear asking for your API Key and email address.
Generate Your Affinity API Key
Log in to Affinity and go to Settings, then Manage Apps. Click New App, enter an app name and description, and click Add App. Copy the generated API key.
Complete the Integration
Paste your API key and email into the KrispCall pop-up, then click Connect. Once confirmed, Affinity will appear under your Active Integrations, and both platforms will be ready to use.
Frequently Asked Questions
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Affinity is a CRM built for the private capital industry, including private equity, venture capital, investment banking, and asset management. It helps deal teams source opportunities, manage relationships, and track pipeline activity using relationship intelligence and automated data capture.
Yes. Once the KrispCall integration is set up, install the KrispCall browser extension to enable Click-to-Call inside Affinity. Click the dialer icon next to any contact to launch a call instantly. The contact number is auto-populated, so no manual dialing is required.
Yes. All inbound and outbound calls, voicemails, and SMS messages sync automatically to the correct contact in Affinity. Call logs include timestamps, duration, and outcome. SMS messages are synced as notes. No manual updates are needed.
The integration supports both one-way and two-way contact sync. One-way sync pushes contacts created in KrispCall to Affinity. Two-way sync keeps both platforms aligned, including existing contacts at setup.
New numbers added to KrispCall after integration are not synced automatically. You will need to manually add them under Connected Numbers in your integration settings to ensure that calls and SMS from those numbers are logged correctly in Affinity.
Yes. Admins and owners can manage member integration settings individually. Each member’s settings are independent, and changes made by one user do not affect others. Multiple Affinity accounts can also be connected to a single KrispCall workspace, each with its own distinct settings.
