Relationship Intelligence Integration

Capture Every Call In Affinity, Without Lifting A Finger

Marlie AI answers your inbound calls, identifies the person and organization, and writes the activity straight into Affinity — so your relationship data stays sharp.

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Built for VCs, dealmakers, and relationship-driven teams

Affinity is the relationship intelligence layer that VCs, advisors, and dealmakers run on — every email, meeting, and warm intro automatically captured. Phone calls, especially the unscheduled ones from founders and LPs, are the one signal that often slips through.

Marlie AI fills that gap. Inbound calls are answered, the caller is matched to a person and organization in Affinity, and the call is logged as an activity with a transcript and summary. New people and organizations are created automatically so deal context is never lost.

What You Get with Marlie + Affinity

Everything you need to connect your phone calls with Affinity — fully automated, zero manual work.

Person & Organization Matching

Marlie matches inbound callers to existing Affinity persons and organizations by phone and email and creates new records when needed.

Activity Logging

Every call is logged on the matching person and organization in Affinity with a summary, transcript, and recording link.

List & Pipeline Updates

Calls can update relevant Affinity lists — pipeline stages, status fields, and custom fields — based on what happened on the call.

Deal Intent Detection

Marlie detects whether a call is from a founder, LP, co-investor, or service provider and routes activity to the right list.

Custom Field Mapping

Map call data points — sector, stage, ask, intro source — to any Affinity custom field so reports stay clean.

Real-Time Sync

Records are written to Affinity within seconds of the call ending so the team picks up exactly where Marlie left off.

How It Works

Get up and running with Affinity in minutes — no coding required.

Connect Affinity

Authenticate Affinity from the Marlie dashboard using your Affinity API key. Setup takes minutes.

Map Lists & Fields

Choose which Affinity lists Marlie writes to, and map call data to your existing fields and pipeline statuses.

Marlie Handles The Call

Inbound calls are answered, callers are identified, and Marlie qualifies the conversation and captures the substance.

Affinity Stays Current

Persons, organizations, list entries, and activities are created or updated in Affinity in real time — your relationship graph keeps growing.

Built for Real Scenarios

See how businesses use Marlie + Affinity to capture more leads and streamline operations.

Venture Capital Firms

Scenario

Partners take cold calls from founders and warm intros from co-investors throughout the day.

Outcome

Marlie captures every call, matches the founder to the right Affinity record, logs the conversation, and updates the pipeline list — partners stay focused on relationships, not data entry.

Investment Banking & M&A

Scenario

Advisors juggle inbound calls from sellers, buyers, and lenders across multiple live deals.

Outcome

Marlie identifies the contact, attaches the call to the right Affinity organization, and notes the deal context so every conversation is traceable.

Private Equity & Family Offices

Scenario

Inbound calls from sponsors, brokers, and management teams pile up during diligence sprints.

Outcome

Marlie qualifies the caller, attaches the call to the right relationship in Affinity, and routes urgent threads to the deal lead with full context.

Frequently Asked Questions

Common questions about the Marlie AI + Affinity integration.

Which Affinity plans work with Marlie?

Any Affinity plan that includes API access works. Marlie uses the Affinity REST API for matching, logging, and list updates.

Will Marlie create duplicate persons in Affinity?

No. Marlie matches inbound callers to existing persons and organizations by phone and email and updates the existing record instead of duplicating it.

Can Marlie update list entries and statuses?

Yes. Calls can update list entries — pipeline stage, status, custom fields — so movement on a deal reflects automatically based on what was discussed.

Are call recordings stored inside Affinity?

Transcripts and summaries are written to the Affinity activity. Full recordings stay hosted in Marlie with a secure link from the Affinity record.

How does Marlie handle calls from someone not yet in Affinity?

Marlie creates a new person and organization with the captured details and logs the inbound call as the first activity, so first-touch is preserved.

Can Marlie respect Affinity custom fields and lists per team?

Yes. The mapping is configurable per list and per custom field so different deal teams can keep their own pipeline structure.

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Capture Every Call In Affinity, Without Lifting A Finger

Built for VCs, dealmakers, and relationship-driven teams

What You Get with Marlie + Affinity

Person & Organization Matching

Activity Logging

List & Pipeline Updates

Deal Intent Detection

Custom Field Mapping

Real-Time Sync

How It Works

Connect Affinity

Map Lists & Fields

Marlie Handles The Call

Affinity Stays Current

Built for Real Scenarios

Venture Capital Firms

Investment Banking & M&A

Private Equity & Family Offices

Frequently Asked Questions

Which Affinity plans work with Marlie?

Will Marlie create duplicate persons in Affinity?

Can Marlie update list entries and statuses?

Are call recordings stored inside Affinity?

How does Marlie handle calls from someone not yet in Affinity?

Can Marlie respect Affinity custom fields and lists per team?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

Zapier

Stripe

Square

Square Appointments

Salesforce

Pipedrive

Zoho CRM

Follow Up Boss

Close

Dubsado

Circle

HoneyBook

Keap

kvCore

17hats

AccuLynx

Act!

Actionstep

AFrame

AgencyZoom

AgentLocator

Agile CRM

Arbox

Assembly

Attio

Autotask

Axonaut

Bark

Beacon

Bigin by Zoho CRM

Bitrix24

BONZO

BoomTown

Booqable