Real-time
Two-way sync
Changes in Affinity or Smartsheet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Affinity to Smartsheet integration — real-time, two-way sync
Keep Affinity and Smartsheet 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 Smartsheet
Sync what happens in Smartsheet with the customer records in Affinity, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Smartsheet holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Reports, Attachments, Discussions and Comments, Users and Groups in Smartsheet to Persons, Organizations, Opportunities, Field Values in Affinity with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Affinity, and CRM data flows the other way wherever Smartsheet can store and use it.
Common use cases
- 01 Mirror Users and Groups from an HR system or directory so sheet sharing and workspace access stay aligned with headcount changes.
- 02 Trigger downstream actions in an operational database when a Row's status Cell changes, using sheet webhooks for near-real-time updates.
- 03 Sync notes and reminders into project or task systems used outside the deal team.
- 04 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
Common sync patterns
Where Smartsheet supplies contact or company data
Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
Where Smartsheet can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Affinity sync into Smartsheet, so people working there have the context without switching tools.
What you can sync between Affinity and Smartsheet
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 | Smartsheet objects | How this pairing syncs | |
|---|---|---|---|
| Interactions Automatically captured emails and meetings, read for activity reporting. | Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. | Interactions is specific to Affinity and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side. | |
| Reminders Follow-up tasks associated with people and organizations. | Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. | Reminders is specific to Affinity and Users and Groups to Smartsheet — 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. | Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. | Lists is specific to Affinity and Sheets to Smartsheet — 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. | Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. | List Entries is specific to Affinity and Rows to Smartsheet — 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. | Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. | Persons is specific to Affinity and Columns to Smartsheet — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. | Organizations is specific to Affinity and Cells to Smartsheet — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Smartsheet
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 Smartsheet 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 Smartsheet through its API, with automatic retries and rate-limit backoff.
Smartsheet Affinity Sub-second propagation
DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.
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.
- Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Affinity ⇄ Smartsheet
Connect Affinity and Smartsheet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Smartsheet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Smartsheet 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 Smartsheet record.
Observability
Monitoring
Track your Affinity ⇄ Smartsheet 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 Smartsheet.
How the Affinity and Smartsheet 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
Smartsheet
- Integration surface
- REST API (v2.0)
- Authentication
- OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
- Change detection
- Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works
How to connect Affinity to Smartsheet — 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.
- 01
Connect your apps
Authenticate Affinity and Smartsheet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Smartsheet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Smartsheet 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.
objects · Affinity ⇄ SmartsheetCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity SmartsheetCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Smartsheet integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Smartsheet: authenticate both systems, choose the objects to sync (such as Affinity's Interactions and Reminders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Smartsheet side: Reports, Attachments, Discussions and Comments, Users and Groups, plus custom fields where Smartsheet exposes them. On the Affinity side: Persons, Organizations, Opportunities, Field Values. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Affinity and Smartsheet: Where Smartsheet supplies contact or company data; Where Smartsheet can store CRM context: fields kept current. Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
-
Affinity: REST API. Authentication: API key. Smartsheet: REST API (v2.0). Authentication: OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header. Stacksync manages authentication, retries, and rate limits on both sides.
-
Smartsheet: Cell writes must match the column type (CONTACT_LIST, PICKLIST, DATE, CHECKBOX), so mappings have to respect each column's definition. Affinity: Affinity captures email and calendar interactions automatically, so much of its activity data is generated rather than manually entered. Stacksync's field mapping accounts for these differences between Affinity and Smartsheet without custom code.
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:
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