Affinity CRM
Source and destination
Polytomic connects to Affinity CRM using an Affinity API key.
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In the Affinity portal obtain your Affinity API key by clicking on your Personal Avatar → Settings → API → Generate an API Key. For more detail please review Affinity's instructions.
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In Polytomic, go to Connections → Add Connection → Affinity.
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Paste your Affinity API key in Polytomic's 'API key' field.
- Click 'Save'.
Syncing to Affinity Organizations: matching multiple source domains
Your source identity value into Affinity Organizations may be a collection (array) of domain names that map to a single Affinity Organization domain field. Polytomic's matching logic in this case can be set by specifying the identity function for the sync:
You have two options to choose from:
- All matching: Polytomic will match against all domains in the source array to decide whether a record already exists in Affinity.
- First one: Polytomic will only match against the first domain in the source array. All others will be ignored.
Updated 3 months ago