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

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.
Enter your Affinity subdomain.
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

Primary objects are the objects used to generate the search record.

Common Model (This is what you'll see when authenticating)	Objects/Data Brought In	Key Fields
Account	Primary Object: Organization/Company profiles	• Name • Website • Remote ID • Remote data
Contact	Person profiles	• First name • Last name • Email addresses • Remote ID• •Account (UUID link) •Remote data
EmailAddress	Email addresses for persons	• Email address
Opportunity	Primary Object: Deal/opportunity records	• Name • Account (UUID link) • Remote ID• • Remote data
Note	User-created notes	• Content • Contact (UUID link) • Opportunity (UUID link) • Account (UUID link) • Remote created at (DateTime) • Remote ID • Remote data

Permissions

When you connect Affinity as a source in Guru, you'll permission that content in Guru. Learn more here.
If someone is not provided with access in Guru to this source, they will not see Affinity results in searches or when chatting with Guru.

Updated 17 days ago