Affinity

Affinity tracks relationships as closely as it tracks deals, and keeping people, companies, and opportunities current usually means stepping out of a conversation to update records by hand. Quin lets you search, create, and update Affinity records right from chat, so a new contact, a fresh note, or a follow-up reminder gets logged without ever leaving the conversation.

What you can do with Affinity and Quin

• Look up a person or company mid-conversation.
  Ask Quin for someone's role, company, or recent notes without switching tabs.
• Get a note logged the moment a call wraps.
  Point Quin at the person, company, or opportunity it belongs to and it lands in Affinity.
• Keep a deal moving through a list.
  Create an opportunity, attach the right contact, and it shows up on the list your team already tracks.
• Set a reminder tied to a specific contact.
  Give Quin a due date and it lands in Affinity, ready for follow-up.
• Pull up call and meeting history Affinity already captured.
  Ask what came up last time without digging through the record yourself.
• Stand up a new list on the fly.
  Ask Quin to create a person, company, or opportunity list when a new initiative needs one.

Who this helps most

• Relationship-driven teams who track people as closely as deals, since Quin keeps person and company records current without breaking from the conversation.
• Anyone managing a pipeline across multiple lists, because creating and populating opportunity lists doesn't require leaving chat.
• Teams who rely on Affinity's own call and meeting history, since Quin can surface that record instantly instead of requiring a trip into Affinity.

How this shows up day to day

• A call ends with a new intro worth remembering.
  Quin adds a note to the contact's Affinity record with what was discussed.
• A deal is ready to move onto the pipeline.
  Quin creates the opportunity, attaches the contact, and puts it on the right list.
• Someone needs a nudge next week.
  Quin sets a reminder tied to their record with a due date, ready in Affinity.
• A teammate asks what came up on the last call with a contact.
  Quin pulls the meeting Affinity already logged instead of anyone hunting for it.

Frequently asked questions

What happens when I connect Affinity?
Quin can search, view, and update people, companies, opportunities, notes, and reminders in Affinity from chat, using the connected API key's permissions.

Can Quin log new calls or meetings in Affinity?
No. Calls and meetings are read-only. Quin can search and show what Affinity has already captured, but it doesn't create new call or meeting records.

Can Quin edit an existing list?
No. Quin can search, view, and create lists, but it can't update or delete one once it exists.

Does Quin see everything in my Affinity account?
Only what the connected API key's owner can see. Affinity's sharing rules carry over, so Quin surfaces the same lists, notes, and interactions that person already has access to.

Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration.