Affinity Data Integration — Relationship Intelligence Platform
Connect Affinity in 5 minutes. Your AI agent reads relationship intelligence, deal opportunities, interaction history, and enriched firmographic data — then correlates with cross-channel insights from 1,000+ sources.
Key Takeaways What your AI agent extracts from Affinity
Improvado pulls People (contacts), Companies/Organizations, Opportunities (deals), Interactions/Activities (emails, calendar events, calls, texts, meetings), and Lists from Affinity. Your agent sees AI-powered relationship insights including interaction history, best introduction paths, inferred connections via shared work history, deal progress stages, firmographic data with headcount growth (YoY/QoQ/MoM), employee composition by seniority and function, activity timelines, outreach metrics, and automated enrichments from 40+ sources including Pitchbook, Crunchbase, and Dealroom.
Comprehensive Relationship Intelligence Data
Improvado pulls People, Companies, Opportunities, Interactions (emails, calendar events, calls, texts, meetings), and Lists from Affinity. We capture AI-powered relationship insights including interaction history, best introduction paths, inferred connections via shared work history, deal progress stages, firmographic data with headcount growth (YoY/QoQ/MoM), employee composition by seniority and function, and automated enrichments from 40+ sources including Pitchbook, Crunchbase, and Dealroom.
Data objects and fields Improvado extracts from Affinity
| Object | Fields |
|---|---|
| People | id name email company_id relationship_score interaction_count last_interaction_date |
| Companies | id name domain headcount headcount_growth_yoy funding_stage industry |
| Opportunities | id name stage value company_id owner_id last_interaction_date |
| Interactions | id type subject person_id opportunity_id date participants |
| Lists | id name type entry_count owner_id created_at |
From connection to autonomous action in three steps
Connect
Connect: Authenticate with Affinity API v2 credentials in under 10 minutes. Improvado validates access and maps your Lists, custom fields, and enrichment sources automatically.
Ask
Query: Ask your agent natural language questions like "which portfolio companies show declining interaction frequency this quarter?" and it surfaces relationship insights, introduction paths, firmographic trends, and interaction timelines across your entire network.
Act
Act: Your agent creates People and Company records from meeting notes, logs Interactions from call transcripts and emails, updates Opportunity stages based on deal progress, enriches profiles with funding data from Crunchbase, and syncs VoIP call logs — all written back to Affinity with full audit trails.
What teams ask their AI agent about Affinity
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Who in our Affinity network has the strongest relationship path to the CEO of TechCorp based on interaction history?
Your AI agent analyzes Affinity data and delivers actionable insights — automatically, in seconds.
Compare Affinity deal pipeline velocity against Salesforce opportunities for our venture portfolio this quarter
Your AI agent analyzes Affinity data and delivers actionable insights — automatically, in seconds.
Log today's investor call notes to the Series B opportunity and update the deal stage to due diligence
Your AI agent analyzes Affinity data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Affinity — it optimizes it.
Read
Read: People (contacts) with relationship insights, Companies/Organizations with firmographic data and headcount growth metrics, Opportunities (deals) with management stages, Interactions/Activities including emails, calendar events, calls, texts, and meeting transcripts, Lists (custom groupings), introduction paths, inferred connections, and automated enrichments from 40+ sources.
Write
Write: Create and update People and Company records, advance Opportunities through deal stages, log Interactions from calls, meetings, and emails via the Interactions API, enrich profiles with external funding and firmographic data, create and manage Lists, and sync VoIP call logs from integrated systems.
Monitor
Monitor: Track relationship strength scores across your network, identify opportunities with declining interaction frequency, flag deals missing key stakeholder engagement, alert on portfolio companies with significant headcount changes, surface warm introduction paths for target prospects, and monitor outreach goal progress against team benchmarks.
Claude, ChatGPT, and Cursor can create People and Company records, update Opportunity stages, log Interactions from calls and meetings, and enrich profiles with external data directly in Affinity. Your agent writes meeting notes from transcripts, surfaces relationship paths for warm introductions, and syncs VoIP call logs via the Interactions API. Every action is logged with agent attribution and timestamps for complete audit trails.
| Contact | Relationship Strength | Introduction Path |
|---|---|---|
| Sarah Mitchell | Very Strong | Direct — 14 interactions |
| James Park | Strong | Via Sarah M. — 8 mutual |
| Rachel Kim | Strong | Direct — 9 interactions |
| Michael Torres | Medium | Via James P. — 5 mutual |
| David Chen | Medium | Via Rachel K. — 6 mutual |
Send Affinity data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Affinity as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | ● Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
How does Improvado connect to Affinity?
What Affinity data does Improvado pull?
How often does Affinity data refresh?
Can the AI agent write data back to Affinity?
Is Affinity data secure with Improvado?
How does Affinity connect with other platforms in Improvado?
"Improvado saves about 90 hours per week and allows us to focus on data analysis."
"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."
Put an AI agent on your Affinity today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.