Finding a contact's Affinity history without opening Affinity

Ten minutes before a call, you want one thing: what happened the last time you talked to this person. That means opening Affinity, finding the right record among however many contacts share a similar name, and reading through notes and logged calls to piece together what matters before you're back on a call again.

It's not that the information isn't there. Affinity keeps a real record of calls, meetings, and notes tied to a person or company. It's that getting to the specific detail you need takes longer than the few minutes you have before the next thing starts.

What usually takes too long to look up manually

• What came up on the last call with a specific person. Scrolling through a timeline to find the one note that matters.
• Whether a contact is already in Affinity at all. Searching by a name that might be spelled differently, or checking before creating a duplicate.
• Which company someone belongs to, and who else is there. Piecing together an org from separate contact records.
• Whether an opportunity already exists for a deal in progress. Checking before starting one from scratch.

How Quin searches Affinity

Ask Quin to find someone in Affinity, by name or email, and it searches people, companies, opportunities, notes, and reminders directly, using the same access the connected API key already has. Person searches work best with three or more characters, so a full name or email gets the fastest, most exact match.

Calls and meetings that Affinity has already logged come back the same way. Ask what was discussed last time, and Quin surfaces the record Affinity captured instead of you scrolling to find it. Quin can't create a new call or meeting log, since that side of Affinity stays read-only, but pulling up what's already there takes one question instead of a search through a timeline.

Before a call that's easy to walk into unprepared

Say a contact you haven't spoken with in a few months is on your calendar in twenty minutes. Ask Quin what came up last time, and the answer comes back from the note and the logged call Affinity already has, not from your own memory of a conversation from months ago. You walk in continuing the relationship instead of guessing at where it left off.

That matters beyond convenience. A contact can tell when the person on the call remembers the specifics of what they said last time, and when they're starting from nothing.

Getting the most out of it

• Use three or more characters in a name or email search, since a short search term is the most common reason results come back empty.
• Ask before creating, not after, so a person or company already in Affinity doesn't end up duplicated.
• Use Quin to check for an existing opportunity before starting a new one, especially on accounts more than one person on your team might be talking to.
• Remember that Quin only sees what your API key's owner can see, so what comes back reflects your own access in Affinity, not the whole account.

Setting it up

Connect Affinity under Settings, then Integrations, with an API key generated from Affinity's own settings. From there, asking about a contact, a company, or a deal by name is enough for Quin to find it and pull back what Affinity already has on record.