Skip to content
CRM

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

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Affinity and Clari

Run Affinity and Clari 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 Persons, Organizations, Opportunities, Field Values in Affinity with Account field extensions, Opportunity field extensions, Audit Events, Forecast in Clari 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 Sync notes and reminders into project or task systems used outside the deal team.
  • 02 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
  • 03 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
  • 04 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.

Common sync patterns

Migration with a parallel run

When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.

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.

What you can sync between Affinity and Clari

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 Clari objects How this pairing syncs
Opportunities Deal records tracked on lists and synced with pipeline reporting. Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Interactions Automatically captured emails and meetings, read for activity reporting. Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Interactions is specific to Affinity and Account field extensions to Clari — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Reminders is specific to Affinity and Opportunity field extensions to Clari — each maps to any object or custom field on the other side.
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Lists is specific to Affinity and Audit Events to Clari — each maps to any object or custom field on the other side.
List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. List Entries is specific to Affinity and Forecast to Clari — each maps to any object or custom field on the other side.
Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Persons is specific to Affinity and Quota to Clari — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Clari

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 Clari 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 Clari through its API, with automatic retries and rate-limit backoff.

Clari Affinity Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

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.
  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Affinity ⇄ Clari

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Clari 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 Clari record.

Observability

Monitoring

Track your Affinity ⇄ Clari 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 Clari.

How the Affinity and Clari 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

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
How it works

How to connect Affinity to Clari — 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 Clari 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
    Clari connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Clari 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 ⇄ Clari
    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 Clari
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Affinity and Clari 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 428 integrations available for Affinity and Clari.

Popular · 7 of 428
All Affinity integrations All Clari integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own