
Overviews
How it works?
Sync contact data seamlessly
CodeWords connects to your Affinity account and syncs contact information, interaction history, and relationship data in real-time across your systems without manual data entry.
Automate relationship tracking
Set up workflows that capture email interactions, meetings, and touchpoints with your network, ensuring your Affinity CRM stays current with every engagement across channels.
Trigger deal updates based on activity
Configure automation rules that move opportunities through your pipeline when specific interactions occur, keeping deal stages aligned with relationship progress and engagement levels.
Generate relationship intelligence reports
Create automated workflows that analyze your network connections, identify warm introductions, and surface relationship insights to help prioritize outreach and partnership opportunities.
Enrich contacts with external data
Build integrations that pull information from LinkedIn, company databases, and other sources to enhance Affinity profiles with current job titles, company details, and social presence.
Automate follow-up reminders
Design workflows that monitor interaction frequency and trigger reminders when it's time to reconnect with key contacts, ensuring relationships remain active and valuable over time.
Create custom field mappings
Map data between Affinity and your other business tools with flexible field matching that ensures information flows correctly between systems while maintaining data integrity and structure.
Schedule batch data operations
Set up recurring workflows that perform bulk updates, cleanups, or enrichment tasks on your Affinity database during off-hours to maintain data quality efficiently.

Configure
Build
Automated investor pipeline management
Connect Affinity with email, calendar, and research tools to track investor interactions, update deal stages based on meeting outcomes, and compile due diligence materials as opportunities progress through your fundraising pipeline.
“You can’t do this anywhere else.”



















































Your stack,
connected.

