Turn customer conversations into Agile CRM contacts, right when interest is highest.
Get more done with Tidio and Affinity integration
Turn an inbound conversation into an Affinity record, with the notes already attached.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Affinity
Capture inbound as a record
A Tidio conversation with a founder or a buyer creates the person and organization in Affinity, so the first contact is not lost in an inbox.
Keep the notes where the deal is
What was said in chat is logged on the Affinity record, which is where the next person to touch the relationship will look.
Send inbound to the right list
The topic of the conversation decides which Affinity list the new entry joins, so intake does not need a manual triage step.
Overview
Affinity is the CRM deal-driven teams use to track relationships, and inbound is where a lot of those relationships start. Connect it to Tidio and a first conversation on your website becomes an organization and a person in Affinity, with what was said logged against them, so the next call does not begin with someone rebuilding the context from memory.
Key features
- Create records from a chat as an Affinity person and organization, not a note to self
- Log what was said so the conversation is on the record it belongs to
- Route inbound to the right list by what the conversation was actually about
- Reply with the relationship in view using the Affinity history of whoever is in the chat
Affinity
CRM
Tags
CRM
Contact Sync
How it works
Connect Affinity in minutes
1
Connect Tidio and Affinity
Zapier, Make or the Tidio API links Tidio to Affinity, so chats can create and update relationship records.
2
Decide what a conversation creates
Choose which chats become records, which list they join, and what gets logged with them.
3
Work from one relationship history
Chat context lands in Affinity, and Affinity history reaches the agent replying.
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Frequently asked questions
Common questions about the Affinity integration
What does a Tidio conversation create in Affinity?
The person and the organization behind them, an entry on the list you choose, and a note with the conversation context. You decide which chats qualify.
Can agents see Affinity data during a chat?
Yes. Field values and past interactions can be sent into the Tidio conversation, so whoever replies knows whether this is a first touch or a long relationship.
Is the Affinity integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Affinity integration.