Why integrate with Affinity?

Specter’s Affinity Integration creates a dynamic two-way data flow. We pull every record from Affinity into Specter for real-time enrichment, giving you a unique, growth-ranked view of your Attio workspace.

You can also push enriched data, whether it is a single company, a person, or a bulk search, back into Affinity. You can can automatically enrich Saved Searches and Lists so that any new results or updates are automatically pushed, keeping your data fresh and up to date in both systems.

Who can connect the integration?

Only Affinity workspace admins can authorise the connection. If you're not an admin, ask your workspace admin to complete setup, or request admin rights via Settings → Team in Specter. Admins are marked with an "Admin" badge next to their name.

Step 1: Go to your Integrations Page

Click Connect for Affinity.
Enter your API key and click Connect on the pop-up window.

Step 2: Authorize & Confirm

Select the correct Affinity workspace from the dropdown in the OAuth window, review the permissions listed, and click Confirm.

What does Specter need access to?

Specter uses Affinity's API to write records into your workspace. The permissions requested cover:

Reading your existing lists and workspaces (so Specter knows where to push records)
Creating and updating records in Affinity

Specter does not read or export data from Affinity

Step 3: Record Mapping

Once connected, you'll land on the Push Setup wizard. Click Add Destination next to the entity you want to configure.

Select the appropriate Affinity Record Type from the dropdown:

For Specter company data, select Companies (Recommend).
For Specter people data, select People (Recommend).
For Specter investor data, select Companies or Deals (Recommend).

Step 4: Set Matching Rules

Specter relies on a key field to match and update existing Affinity records.

For Companies, People and Investors → select Search Term.

Step 5: New Record Creation

Push mode controls what happens when Specter finds a record that doesn't already exist in your Affinity CRM.

Create + Update: Specter updates matched records and creates new Affinity records for any unmatched entries. Choose this if you want to capture every new prospect Specter finds.
Update Only: Specter updates matched records and skips unmatched entries. Choose this if you only want to enrich what's already in Affinity, keeping your CRM free of unvetted prospects.

Step 6: Field Mapping

Select which Specter data points you want to push to Affinity by mapping them to the appropriate fields.

❗Check your data mapping❗

Make sure each field is mapped to the correct data type to avoid errors.

Examples:

A LinkedIn URL should be mapped to a URL/website field
A Last Funding Date should be mapped to a date field

If the data types don’t match (e.g. sending text into a date field), the push will fail.

Step 7: (Optional) Assign to an Affinity List

Select the Affinity list from the dropdown to automatically add all new or updated Specter records to it.

Step 8: Save Mapping

Click Save Mapping to apply your settings for this entity.

Repeat Steps 3–8 for any additional entities (People, Investors) you want to push. Once all your destinations are configured, click Continue → on the Push Setup screen.

Step 9: Pull (Import) Affinity data into Specter

Pull Setup imports your Affinity records into Specter's My CRM for enrichment. You can pull from multiple Affinity lists at once, for example, your deal flow, portfolio, and watchlist running in parallel.

Click Pull Now.
Click Proceed with Pull to confirm.
The record count updates once the pull completes. Matched records appear in My CRM; unmatched ones are flagged for review.
Click Continue

Step 10: Review Integration Activity

The Integration Activity screen shows a log of your recent syncs, click Continue when you are ready to proceed.

Click More Info next to any sync entry to open the detailed breakdown. You’ll see a step-by-step breakdown of each sync (e.g. matching, creating, updating), along with record-level details. This helps you quickly spot where a sync failed, identify any issues, and understand exactly how your data was processed.