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How to Connect Affinity with Lattice (2026)

Affinity

Affinity

★★★★ 4.4
Crm Industry Specific Crm

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

Full Review
Lattice

Lattice

★★★★ 4.5
Hr Recruiting Performance

A people management platform offering performance reviews, engagement surveys, OKRs, and career development tools.

Full Review

About These Tools

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

Lattice: A people management platform offering performance reviews, engagement surveys, OKRs, and career development tools.

Key Features

Affinity

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

Lattice

  • Performance reviews
  • OKRs and goals
  • Engagement surveys
  • 1-on-1s
  • Career development
  • Compensation management

Pricing

Affinity

Subscription Custom pricing

Lattice

Subscription $6-$11/person/month

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

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