How to Integrate Your Affinity Account with KrispCall?

How to Integrate Your Affinity Account with KrispCall?

Integrating Affinity with KrispCall brings your calling activity directly into your relationship intelligence workflow. Every call, voicemail, SMS, and note from KrispCall syncs to Affinity automatically,  giving your deal team full interaction context without any manual data entry.


Whether you're tracking investor relationships, managing a deal pipeline, or following up with prospects, this integration keeps your Affinity records accurate and up to date in real time.


This guide walks you through connecting KrispCall with Affinity and configuring it to fit your team's workflow.


Benefits of Integrating Affinity With KrispCall


1. Automatic call and activity logging

Every inbound call, outbound call, voicemail, and SMS is automatically logged in Affinity. Your team gets a complete interaction history without switching platforms or manually entering data.


2. Two-way contact sync

Contacts created or updated in KrispCall sync to Affinity, and contacts from Affinity sync back to KrispCall. Initial sync also pulls in existing contacts from either platform the moment you enable two-way sync.


3. Notes synced in real time

Notes added during a call or from the KrispCall conversation box are pushed to Affinity instantly. Edits and deletions sync too, keeping your Affinity records current without extra effort.


4. SMS logging in Affinity

Incoming and outgoing SMS messages are logged as Notes in Affinity. Your team can review full-text conversation histories alongside call records in a single place.


5. Admin control over member settings

Admins and owners can manage member integration settings from a single central location, with changes isolated per account so no one's settings bleed into another's.


How to integrate your Affinity account with KrispCall


Step 1: Log in to your KrispCall account and go to Settings.


Step 2: Under APP SETTINGS, click on Integrations, then select Marketplace.





Step 3: Browse or search for Affinity in the list of available integrations, then click it to open the integration page.





Step 4: Click Add to KrispCall. A pop-up window will appear asking for your Affinity API Key and email address.




Step 5: To get your API Key, log in to your Affinity account and navigate to Settings > Manage Apps.





Step 6: Click New App, enter an App Name and Description, then click Add App.





Step 7: Copy the generated API Key.




Step 8: Paste the API Key and your email into the KrispCall pop-up, then click Connect.




Step 9: Click Submit. A confirmation message will appear, and Affinity will show up under your active integrations.




Manage Member Integration Settings by the Admin/Owner


  1. Ensure members have their own integrated Affinity accounts.
  2. Admins and owners can view and modify member integration settings.
  3. Members cannot view admin/owner integrations.
  4. Changes made by members do not affect admin/owner settings
  5. Changes made by admin/owners do not affect members’ settings.





Integration Settings


After a successful integration, you can edit or delete the connection at any time.


To delete the integration, click on the disconnect and delete option from the integration menu.






To edit the integration, click on Settings. From there, you can configure or make changes as needed.




General Settings


General settings is the first option, with three additional settings available. All toggles under General Settings are enabled by default.

  • Create new contacts for calls: When enabled, contacts created in KrispCall are synced to Affinity (one-way). Turning this off stops new contacts from syncing.
  • Contacts 2-way sync: When enabled, contacts created in Affinity sync to KrispCall, and contacts from KrispCall sync to Affinity. This also triggers an initial sync of any existing contacts on either platform.
  • Notes logging: When enabled, notes created, edited, or deleted from the KrispCall conversation box or during a call are synced to Affinity. Turning this off stops notes from syncing.




Workflow Settings


All workflow options default to Calls (Engagements). You can change each setting individually based on your needs.

  1. Log outgoing answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing answered calls will be synced to Affinity. By setting this to Disabled, outgoing answered calls will not be synced to Affinity.


  1. Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to Affinity. By setting this to Disabled, outgoing unanswered calls will not be synced to Affinity.


  1. Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to Affinity. By setting this to Disabled, incoming answered calls will not be synced to Affinity.


  1. Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to Affinity. By setting the Setting to Disabled, incoming unanswered calls will not be synced to Affinity.


  1. Log voicemail as Calls(Engagements)/Disabled: By enabling the settings as Calls(Engagements), the voicemail log will be synced to Affinity. By allowing the setting to be Disabled, the voicemail log will not be synced to Affinity.


  1. Log incoming SMS as Disabled/Notes: Enabling the setting as Notes will sync the incoming SMS to Affinity. However, it will not sync if the setting is disabled.     


  1. Log outgoing SMS as DIsabled/Notes: Enabling the setting as Notes will sync the outgoing SMS to Affinity. However, it will not sync if the setting is disabled.     




Connected Numbers


The connected numbers setting is present after the workflow settings. Only one option is available under connected numbers settings. 


  1. Log phone calls for these numbers: The list of available numbers in the channel will be automatically selected when the integration is set up for the first time.


  1. Log sms for these phone numbers:  In this option, the list of numbers available in the channel will be selected by default during integration. This setting is used to ensure that the SMS log for the selected numbers is synced to Affinity.


If the user purchases the number after integration, they need to manually add it to connected numbers.


Note: If no numbers are selected, the call logs will not be synced to Affinity.






Updated on: 26/06/2026

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