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CRM

Affinity to Chorusai integration — real-time, two-way sync

Keep Affinity and Chorusai in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Affinity and Chorusai

Run Affinity and Chorusai side by side with the same accounts and contacts in both, whether they serve different teams or one is replacing the other.

Two CRMs in one company is more common than anyone plans for: an acquisition brings its own system, regions or business units standardize differently, or a migration is under way and both are live. In every case, some of the same companies and people exist in both systems, and every day of manual double entry pushes the copies further apart.

Stacksync syncs Interactions, Reminders, Lists, List Entries in Affinity with Scorecards, Moments, Playlists, Engagements in Chorusai in real time and in both directions, with field-level mapping and matching on identifiers you choose. Update a record in either CRM and the other reflects it within seconds.

Common use cases

  • 01 Push enrichment data computed elsewhere into Affinity field values on list entries.
  • 02 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
  • 03 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.
  • 04 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.

Common sync patterns

Divisional or regional split

Where each CRM serves a different team or region, sync just the shared accounts and contacts so handoffs and cross-sell work.

Where both track pipeline: deal visibility across systems

Deal stage and value on shared accounts stay visible from either CRM.

Post-acquisition consolidation

Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.

What you can sync between Affinity and Chorusai

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Affinity objects Chorusai objects How this pairing syncs
Organizations Company records matched to accounts in other systems by domain. Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Organizations is specific to Affinity and Playlists to Chorusai — each maps to any object or custom field on the other side.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Opportunities is specific to Affinity and Engagements to Chorusai — each maps to any object or custom field on the other side.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Field Values is specific to Affinity and Recordings (Conversations) to Chorusai — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Notes is specific to Affinity and Users to Chorusai — each maps to any object or custom field on the other side.
Interactions Automatically captured emails and meetings, read for activity reporting. Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Interactions is specific to Affinity and Trackers to Chorusai — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. Reminders is specific to Affinity and Deals to Chorusai — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Chorusai

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Affinity Chorusai Sub-second propagation

DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.

DeliveryEach detected change is written to Chorusai through its API, with automatic retries and rate-limit backoff.

Chorusai Affinity Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Affinity: Subject to the platform's published API rate limits.
  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Affinity ⇄ Chorusai

Connect Affinity and Chorusai for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Chorusai connection.

Real-time

Two-way sync

Changes in Affinity or Chorusai instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Chorusai data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Affinity or Chorusai record.

Observability

Monitoring

Track your Affinity ⇄ Chorusai sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and Chorusai.

How the Affinity and Chorusai connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide
How it works

How to connect Affinity to Chorusai — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Affinity and Chorusai with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Affinity connected
    Chorusai connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Chorusai objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ Chorusai
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Affinity Chorusai
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Affinity and Chorusai integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 533 integrations available for Affinity and Chorusai.

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