Affinity CRM

Polytomic connects Affinity to your data warehouse, databases, and SaaS tools for ETL and reverse ETL. Replicate people, organizations, opportunities, lists, notes, and meetings into Snowflake or BigQuery, and write enriched data back onto Affinity records and lists, without writing code.

Affinity CRM logo

Lists as first class tables

Each Affinity list becomes its own schema with list fields as real columns.

Webhook backed updates

Optional webhook ingestion covers creates, updates, deletes, and merges.

Deep field coverage

Entity and list custom fields flattened into columns, including compound types.

Example workflows

Replicate Affinity people, organizations, and lists into Snowflake or BigQuery

What you can sync

Move data between Affinity and your data warehouse, databases, and SaaS tools, with full support for Affinity's list and field model in both directions.

From Affinity CRM

People, organizations, and opportunities
Lists and list entries, each list as its own schema
Entity and list custom field values flattened into columns
Notes
Calls, emails, and meetings with incremental reads
Webhook backed change ingestion including deletes and merges

To Affinity CRM

People, created and updated
Organizations, created and updated
Opportunities on a list
List entries, adding existing entities to a list
Notes, created and linked to people or organizations

How it works

Connect Affinity with an API key and sync in either direction. Polytomic models Affinity's structure properly rather than flattening it: a root schema for people and organizations, and a separate schema per list, so a list's own fields arrive as real columns alongside the entity's.

This is one of the deepest integrations Polytomic builds, and it is used heavily by venture and private equity funds. Optional webhook ingestion keeps syncs current without full enumeration, covering entity changes, field value edits, list membership, notes, and organization merges.

  • Connect Affinity with a single API key
  • Read people, organizations, opportunities, lists, and notes
  • Get each list as its own schema with entity and list fields as columns
  • Enable webhook updates to avoid full enumeration on every run
  • Write back to entities, list entries, and notes with flexible matching
  • Monitor sync health, record volume, and failures from one interface

How to set up

Affinity supports API key authentication only, with no OAuth option. A common and sensible pattern is creating a dedicated Affinity user with access scoped to what you are comfortable syncing, then generating the key from that account so access is easy to review and revoke.

How to get connected
  1. 1In Affinity, create a dedicated user with the access you want to grant
  2. 2Generate an API key from that account
  3. 3In Polytomic, navigate to Connections, then Add Connection, then Affinity
  4. 4Paste the API key
  5. 5Optionally enable Affinity webhook updates for bulk syncs
  6. 6Test the connection and click Save

See the documentation for full setup details.

Frequently asked questions

Why teams choose Polytomic

No engineering required

Set up and manage syncs without writing code.

Flexible data modeling

Use SQL to define exactly what data gets synced.

Handles scale automatically

Supports large datasets with incremental syncs and bulk APIs.

Start syncing your data with Affinity CRM in minutes

No credit card required. Free trial available.

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