How to Connect Affinity with Trainual (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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Trainual

★★★★ 4.4

Documentation Project Management Ops

Business playbook and training platform for documenting processes, onboarding employees, and scaling company knowledge.

Full Review

About These Tools

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

Trainual: Business playbook and training platform for documenting processes, onboarding employees, and scaling company knowledge.

Key Features

Affinity

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

Trainual

Process documentation
Training
Onboarding
Role assignments
Testing
Screen recording

Pricing

Affinity

Subscription Custom pricing

Trainual

Subscription $300-custom/yr

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