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.
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.
Also useful: CRM and Zapier integrations.
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
Partners take cold calls from founders and warm intros from co-investors throughout the day.
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
Advisors juggle inbound calls from sellers, buyers, and lenders across multiple live deals.
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
Inbound calls from sponsors, brokers, and management teams pile up during diligence sprints.
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?
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?
Related Integrations
Marlie AI connects with more than just Affinity. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Affinity?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
