Two-way sync
Changes in Affinity or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Keep Affinity and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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 Campaigns, Tasks and Events, Products and Price Books, Custom Objects in Salesforce 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.
Deal stage and value on shared accounts stay visible from either CRM.
Keep both CRMs accurate while the merged team decides on a target system, instead of freezing one and losing months of updates.
When one CRM is replacing the other, run both fully live until cutover, with no snapshot gap and no data freeze.
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 | Salesforce objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Opportunities Deal records with stage and amount; synced to databases for pipeline reporting and to ERPs at close. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Reminders Follow-up tasks associated with people and organizations. | Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated. | Reminders is specific to Affinity and Custom Objects to Salesforce — 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. | Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP. | Lists is specific to Affinity and Accounts to Salesforce — 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. | Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records. | List Entries is specific to Affinity and Contacts to Salesforce — 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. | Leads Unqualified prospects; often written into Salesforce from enrichment or product-signup pipelines. | Persons is specific to Affinity and Leads to Salesforce — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Cases Support records; synced with help desk tools or internal databases for escalation workflows. | Organizations is specific to Affinity and Cases to Salesforce — each maps to any object or custom field on the other side. |
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.
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Salesforce through its API, with automatic retries and rate-limit backoff.
DetectionChanges in Salesforce are captured at the source via change data capture — no polling loop against its API. Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting).
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Salesforce connection.
Changes in Affinity or Salesforce instantly reflect in both systems. No stale data, no manual imports.
Trigger automated workflows whenever Affinity or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
Handle millions of events per minute without losing a single Affinity or Salesforce record.
Track your Affinity ⇄ Salesforce sync health, view errors, and replay failed events in one click.
Transform legacy EDI complexity into simple database interactions between Affinity and Salesforce.
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.
Authenticate Affinity and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Pick the Affinity and Salesforce 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.
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Salesforce: authenticate both systems, choose the objects to sync (such as Affinity's Opportunities and Reminders), map fields visually, and changes propagate both ways in milliseconds — no code required.
Affinity: REST API. Authentication: API key. Salesforce: REST, SOAP, and Bulk APIs. Authentication: OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode. Stacksync manages authentication, retries, and rate limits on both sides.
Affinity: The data model centers on lists: a person, organization, or opportunity gains list-specific field values only through its list entry, so syncs must address both the entity and the entry. Salesforce: Salesforce org must have API access enabled — Group and Essentials editions cannot use Stacksync; Professional requires the API add-on. Stacksync's field mapping accounts for these differences between Affinity and Salesforce without custom code.
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Affinity and Salesforce records are not retained after a sync operation.
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Affinity and Salesforce connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Salesforce integration in-house.
Yes — Stacksync ships production-grade connectors for both Affinity and Salesforce. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Every pair below is a real-time, two-way sync. Search all 543 integrations available for Affinity and Salesforce.