How to Connect Affinity with Roam Research (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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Roam Research

★★★★ 4.0

Documentation Project Management Ops

Note-taking tool for networked thought with bidirectional links, block references, and graph database structure.

Full Review

About These Tools

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

Roam Research: Note-taking tool for networked thought with bidirectional links, block references, and graph database structure.

Key Features

Affinity

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

Roam Research

Bidirectional links
Block references
Graph view
Daily notes
Queries
Templates

Pricing

Affinity

Subscription Custom pricing

Roam Research

Subscription $15-500/mo

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