Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
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Affinity

Work with Affinity Directly from Your Chat

Talk to Zenzap's Affinity AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected
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Affinity Affinity

AI agents and connected tools,
right in the chat

Tell your agent what you need in a message or voice note. It can work in Affinity for you, finding information, taking action, and keeping track of tasks.

Brooklyn (You)

Hey @Affinity agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in Affinity.

Turn chat decisions into Affinity updates

Your agent connects the conversation to Affinity, so what your team decides in the chat doesn't fall through the cracks.

Your agent, your control

Choose what your agent can access and how it can act in Affinity. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap's Affinity AI Agent Do?

Affinity

Find customer records

Search Affinity for supported contacts, companies, opportunities, and recent customer activity.

Affinity

Create CRM records from chat

Create supported contacts, opportunities, notes, and follow-up tasks in Affinity from a conversation.

Affinity

Update accounts and opportunities

Change supported stages, owners, values, and record fields in Affinity as decisions are made.

Affinity

Keep follow-ups moving

Check Affinity for stalled opportunities and create or update the next follow-up.

Affinity

Summarize account activity

Bring recent interactions, open items, and customer context from Affinity back into the chat.

Affinity

Report on the pipeline

Analyze supported pipeline data in Affinity and flag risks, gaps, or changes that need attention.

Security & Compliance

Zenzap's AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams.
Your data is never used to train AI models.

Visit Trust Center
Affinity

About
Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.

AI Agents Have
Entered the Chat

Your conversations, team, AI agents, tasks, and tools in one place.

Start for free
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