How to Connect Affinity with Insightly (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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Insightly

★★★★ 4.0

Crm Small Business Crm

A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Full Review

About These Tools

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

Insightly: A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Key Features

Affinity

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

Insightly

Contact management
Project management
Workflow automation
Email tracking
Custom dashboards
Relationship linking

Pricing

Affinity

Subscription Custom pricing

Insightly

Subscription $29-$99/user/month

Detailed integration guide coming soon. We're researching the specific ways Affinity and Insightly 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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