TWO WAY, REAL-TIME SYNC

Integrate Affinity and Salesforce

Whalesync lets you connect data between Affinity and Salesforce. Simple, reliable, two-way sync — without writing code.

Note: Affinity isn't avaiable to sync yet.
Note: Salesforce isn't avaiable to sync yet.

Note: These connectors aren't available to sync yet.

Affinity
Salesforce

Empowering top operators — From startups to enterprises

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Integrate in minutes

How to connect Affinity and Salesforce

We built Whalesync specifically to help operators integrate data, so all you have to do is connect your apps, map your data, and turn sync on.

See how it works
1

Choose apps

Choose the apps you want to connect from our growing library of connectors.

Affinity
Affinity
2

Map fields

Select the tables and fields that map together to fit your workflow.

Affinity
Salesforce
3

Start syncing data

Turn syncing on and watch your data instantly update across your apps.

Affinity x Salesforce
Affinity
Affinity
Affinity
Salesforce
Affinity x Salesforce
connected Apps

About Affinity and Salesforce

See how it works

Affinity

About

Affinity is a relationship management platform that is particularly popular with financial funds. It connects your email and calendar data to create an organized directory of contacts.

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Affinity is an innovative relationship management platform that helps financial funds stay organized and connected. It integrates with your email and calendar data to provide a comprehensive overview of contacts, including individual contact information, emails, meetings and events. With Affinity, you can easily search and filter contacts and manage contact relationships, so you can quickly find the people and information you need. It also includes powerful analytics that give you deeper insights into your contacts, allowing you to identify and prioritize key relationships in your network. With Affinity, you can easily keep track of your contacts and relationships, so you can focus more time on building meaningful relationships.
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Status

Live

Category

CRM

Supported Objects

Lists
Supported
Notes
Supported
Opportunities
Supported
Organizations
Supported
People
Supported

Salesforce

About

Salesforce is the world's most popular customer relationship management (CRM) platform. It allows companies and specifically sales teams to track and manage interactions throughout the customer lifecycle. Salesforce is particularly popular with large enterprises.

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Salesforce is one of the most powerful and popular CRM's on the planet. With Whalesync, you can create an instant data sync between Salesforce and all your other tools. For example, you can create a two-way sync between Salesforce and Google Sheets to more easily make bulk edits. Alternatively, connect Salesforce to Stripe to view your customers' subscriptions directly in your CRM. Whalesync helps you enrich your customer info with the data you already have. Whalesync = powerful, instant data sync for Salesforce.
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Status

Live

Category

CRM

Supported Objects

Account
Supported
Campaign
Supported
Contacts
Supported
Custom Objects
Supported
Lead
Supported
Opportunity
Supported
Task
Supported
User
Supported
Get in Sync

Two-way sync, simplified

Whalesync is the no-code tool built to handle data integration. In a few minutes, you can hook up your apps and have them 2-way syncing in real-time.

Real-time sync

Real-time and historical sync for up-to-date records.

Efficient error handling

Instant email alerts for quick issue monitoring.

Smart API handling

Automate API management for seamless integration.

Advanced filters

Precision filtering for targeted
data sync.

Blog

Affinity and Salesforce guides

Mar 13, 2024

How to Sync Salesforce and Airtable (Two-Way)

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Nov 29, 2023

Salesforce Connector!

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Nov 28, 2023

Salesforce vs. HubSpot: Which CRM Platform Is Best in 2024?

Read post
Security + Scale

Built for Enterprise

Connect your data with top-grade security, role based access control, SSO, and audit logs.

Whalesync Enterprise

Security

Enterprise-grade data safety with SOC 2 Type II, GDPR compliance, and encryption at rest monitored by Vanta.

Scale with support

Easily manage issues at scale, while knowing you have a dedicated account manager on stand by to support.

Frequently asked questions

More integrations

Other apps to connect

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CRM

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CRM

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Affinity

CRM
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CRM

Salesforce

CRM
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Affinity

CRM

Notion

Spreadsheet
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Affinity

CRM

Webflow

CMS
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Connect your tools in minutes

Syncs page of Whalesync