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CRM ⇄ Analytics

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

Keep Affinity and Pendo 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 Pendo

Put live Affinity data behind every dashboard and cohort in Pendo, and write the segments and scores Pendo computes back onto the Affinity record — one connection, not a nightly export.

Pendo turns data into dashboards, cohorts, and metrics; Affinity is where customers, contacts, deals, and activity actually live and change. The two meet wherever a number is really about a specific account, segment, or stage — yet most teams feed the CRM into analytics as a nightly extract or a hand-maintained connector, so the reporting lags the business and can't be sliced by the customers and segments that matter.

Stacksync syncs Notes, Interactions, Reminders, Lists from Affinity into Pendo field by field and within seconds, so every dashboard and cohort runs on current records instead of a stale copy. Because the connection runs both ways, the cohorts, scores, and metrics computed in Pendo write back to fields in Affinity, landing where the people working accounts can see them. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Pull NPS scores and poll responses into a database so voice-of-customer sits next to revenue, renewal, and churn signals for analysis.
  • 02 Push warehouse-computed Account attributes (plan, ARR, renewal date, health score, CSM owner) onto Pendo Accounts via the Metadata API so segments and guide targeting stay current.
  • 03 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
  • 04 Push enrichment data computed elsewhere into Affinity field values on list entries.

Common sync patterns

A record that outlives edits in the CRM

A continuously synced copy of Affinity's records and activity in Pendo keeps a queryable history even as records change or age out of the CRM.

Customer context in Pendo

Accounts, contacts, deals, and activity from Affinity sync into Pendo, so metrics and dashboards group by real customers, segments, and stage instead of anonymous IDs.

Report on live CRM data

New records and status changes in Affinity appear in Pendo within seconds, so dashboards and cohorts track the current pipeline rather than last night's export.

What you can sync between Affinity and Pendo

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 Pendo objects How this pairing syncs
Notes Meeting and call notes synced for record-keeping in other systems. Feature Events Click/interaction events on tagged features, read-only through the Aggregation API over an event-time window and joined to the Feature definitions. Notes is specific to Affinity and Feature Events to Pendo — each maps to any object or custom field on the other side.
Interactions Automatically captured emails and meetings, read for activity reporting. Page Events Page-view events for tagged pages; read-only via the Aggregation API, used for adoption and path analysis in a warehouse. Interactions is specific to Affinity and Page Events to Pendo — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Guide Events Guide seen/advanced/dismissed and step events for in-app walkthroughs; read-only through the Aggregation API to measure onboarding flow adoption. Reminders is specific to Affinity and Guide Events to Pendo — 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. Poll / NPS Responses Survey answers and NPS scores captured in-app (pollEvents / npsEvents); read-only via the Aggregation API as voice-of-customer data. Lists is specific to Affinity and Poll / NPS Responses to Pendo — 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. Features / Pages / Guides (metadata) Definitions of tagged UI elements listed through the entity endpoints; read-only reference used to label and join the event streams. List Entries is specific to Affinity and Features / Pages / Guides (metadata) to Pendo — 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. Visitors End-user records with agent-collected and custom fields; queried through the Aggregation API and enriched with custom fields written back via the Metadata API. Persons is specific to Affinity and Visitors to Pendo — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Pendo

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

Pendo Affinity Interval-based propagation

DetectionStacksync polls Pendo for changes on an incremental schedule, reading only records changed since the previous pass. Polling - reads query the Aggregation API over event-time windows.

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.
  • Pendo: Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
What ships with Affinity ⇄ Pendo

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Pendo 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 Pendo record.

Observability

Monitoring

Track your Affinity ⇄ Pendo 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 Pendo.

How the Affinity and Pendo 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

Pendo

Integration surface
Pendo Engage API (REST) on app.pendo.io (US) / app.eu.pendo.io (EU), base path /api/v1/ - Aggregation API for reads and the Metadata API for writes
Authentication
Integration key sent in the x-pendo-integration-key header, generated in Subscription Settings; keys are scoped read-only or read/write, so writes require a read/write key
Change detection
Polling - reads query the Aggregation API over event-time windows; no change-data-capture feed and no data-change webhooks. Writes go through the Metadata API on demand.
Capabilities
read · write
Rate limits
Pendo does not publish fixed numeric limits; it throttles heavy Aggregation queries with 429s and caps/paginates large responses, so wide exports are paced and time-windowed.
How it works

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

    Choose tables

    Pick the Affinity and Pendo 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 ⇄ Pendo
    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 Pendo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and Pendo 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.

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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 484 integrations available for Affinity and Pendo.

Popular · 7 of 484
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