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How to Connect Affinity with Whereby (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
Whereby

Whereby

★★★★ 4.2
Project Management Ops Team Communication

Browser-based video meeting platform requiring no downloads with embeddable video API for developers.

Full Review

About These Tools

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

Whereby: Browser-based video meeting platform requiring no downloads with embeddable video API for developers.

Key Features

Affinity

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

Whereby

  • No downloads
  • Embeddable
  • Rooms
  • Screen sharing
  • Recording
  • Breakout groups

Pricing

Affinity

Subscription Custom pricing

Whereby

Freemium $0-14.99/mo

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

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