Affinity

If you use Affinity as your CRM, you can integrate it with Landscape to make your workflow seamless! Simply saving an item in Landscape will add it to your list of choice in Affinity. Follow the steps below to set it up.

1. Create your Affinity API key

Instructions here: How to obtain your Affinity API key

2. Log into your Landscape account

Please note that all team members with a Landscape account will need to set this up individually.

3. Access your Integrations by clicking on Operations in the navigation bar at the top of the page

4. Click on Affinity

5. Enter your Affinity API Key and click add

6. Select your default list

This is the list in Affinity where any signals you save will be added.

7. Customise for different signal types depending on your needs

We recommend having a list in Affinity for company leads (a company-focused list) and another for stealth leads (a people-focused list) as shown below but you can customise as much as you would like to match your workflow.

8. Save and head over to Sourcing to test your integration

9. Save a company in your signals. Then check your relevant Affinity list and there should be a new entry for the item you saved!

If you have any issues or feedback on setting this up please reach out to [email protected].