How to Connect Affinity with ClickDimensions (2026)

Affinity

★★★★ 4.4

Crm Industry Specific Crm

A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

Full Review

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ClickDimensions

★★★ 3.8

Email Automation Email Marketing

Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Full Review

About These Tools

Affinity: A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

ClickDimensions: Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Key Features

Affinity

Relationship intelligence
Automatic data capture
Deal management
Analytics
Email integration
Chrome extension

ClickDimensions

Dynamics 365 native
Email marketing
Web tracking
Forms
Surveys
Nurture campaigns

Pricing

Affinity

Subscription Custom pricing

ClickDimensions

Subscription Custom

Detailed integration guide coming soon. We're researching the specific ways Affinity and ClickDimensions work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

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