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.


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Access Required

Guru 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

  1. In Guru, go to Manage.
  2. Select Sources, then click Add Source.
  3. Choose Affinity from the list of CRM integrations.
  4. Authenticate using your Affinity account credentials.
  5. Follow the prompts to sign in to your Affinity account.
  6. Add a display name for the Source (optional) and click Connect Source.
  7. 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