Setting up Affinity as a Source
Setting up Affinity as a source allows Guru to access your customer relationship data to power AI-generated answers. This article walks you through connecting your Affinity CRM to enhance your team's knowledge sharing.
Access RequiredGuru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources
Affinity Access: The authenticating user must have access to the Affinity workspace and associated data. API access is available on Affinity plans that support integrations.
Setting Up Affinity as a Source
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose Affinity from the list of CRM integrations.
- Authenticate using your Affinity account credentials.
- Follow the prompts to sign in to your Affinity account.
- Add a display name for the Source (optional) and click Connect Source.
- Assign which Guru Groups should have access to this content.
Objects Synced from Affinity
Guru pulls content from your Affinity workspace to power Answers.
**Organization ** | Opportunities | Notes | Status | Stages | Reminders | Users |
---|---|---|---|---|---|---|
Organization details | Opportunity details | Notes | Status | Stages | Reminders | User |
Updated 4 days ago