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CRM ⇄ Communications

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

Keep Affinity and Zoom 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

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Why teams connect Affinity and Zoom

Keep Affinity and Zoom working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Affinity holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. Zoom is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Opportunities, Field Values, Notes, Interactions in Affinity with Participant Reports, Zoom Phone Call Logs, Team Chat Channels and Messages, Users in Zoom field by field, in real time, and in both directions. Current contact details flow out to Zoom so it can reach the right person, and the calls, messages, and meetings Zoom produces flow back onto the matching record in Affinity. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
  • 02 Push enrichment data computed elsewhere into Affinity field values on list entries.
  • 03 Push Zoom Phone call logs into an operational database so sales and support calls are logged against the right customer records.
  • 04 Keep Team Chat channel membership aligned with team and department data mastered in an operational database.

Common sync patterns

Where Zoom sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from Zoom update fields on the contact in Affinity, so lead status reflects what actually reached the person.

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

New contacts reachable right away

A contact created or updated in Affinity appears in Zoom within seconds, so outreach starts without exporting a list or re-keying numbers.

What you can sync between Affinity and Zoom

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 Zoom objects How this pairing syncs
List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. Users Account members with license type, role, and status; created, updated, and deactivated two-way to sync with HRIS or identity systems. List Entries is specific to Affinity and Users to Zoom — 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. Groups User groups that carry policy and settings; membership synced from department or team data in an operational database. Persons is specific to Affinity and Groups to Zoom — each maps to any object or custom field on the other side.
Organizations Company records matched to accounts in other systems by domain. Meetings Scheduled and instant meetings with join URLs and settings; created and updated from a CRM or calendar, read back for reporting. Organizations is specific to Affinity and Meetings to Zoom — each maps to any object or custom field on the other side.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Webinars Webinar events (requires the Webinar license); created and managed via API, with panelists and settings written from event tools. Opportunities is specific to Affinity and Webinars to Zoom — 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. Registrants Meeting and webinar registrant records; added, listed, and status-updated so signups flow between event platforms and Zoom. Field Values is specific to Affinity and Registrants to Zoom — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Cloud Recordings Recording file metadata and time-limited download URLs; read out to a warehouse or storage for archival and compliance. Notes is specific to Affinity and Cloud Recordings to Zoom — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Zoom

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

Zoom Affinity Sub-second propagation

DetectionZoom notifies Stacksync of record changes through webhook events. Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time.

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.
  • Zoom: APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
What ships with Affinity ⇄ Zoom

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Zoom 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 Zoom record.

Observability

Monitoring

Track your Affinity ⇄ Zoom 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 Zoom.

How the Affinity and Zoom 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

Zoom

Integration surface
REST API (v2) with webhook Event Subscriptions
Authentication
OAuth 2.0 — user-authorized OAuth or Server-to-Server OAuth using account credentials; access tokens are valid for one hour and requests use granular per-resource scopes (e.g. meeting:read, user:write)
Change detection
Webhooks via Event Subscriptions (meeting.started/ended, participant joined/left, user.created/updated, recording.completed, and more) for real-time events, with polling on list endpoints using date-range filters for backfill and objects without an event
Capabilities
read · write · webhooks
Rate limits
APIs are grouped into Light, Medium, Heavy, and Resource-intensive categories with per-second and daily quotas that scale by plan (e.g. Business+ Heavy APIs allow 40/second within a 60,000/day combined cap); exceeding a limit returns HTTP 429.
How it works

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

    Choose tables

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

Affinity and Zoom 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
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 416 integrations available for Affinity and Zoom.

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