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Affinity WhatsApp Integration: Log Every Conversation to Your CRM Automatically

If you use Affinity CRM and communicate on WhatsApp, you've experienced this: a critical conversation happens on WhatsApp, and it never makes it into Affinity. The email thread gets captured. The calendar meeting gets logged. But the WhatsApp exchange — where the real relationship context lives — stays invisible.

The Problem

Affinity CRM is built for relationship-driven teams: investors, deal teams, wealth managers, and enterprise sales. These teams rely on Affinity's relationship intelligence to track engagement and surface insights. But there's a gap.

Affinity captures email and calendar data automatically. It does not capture WhatsApp. For teams where WhatsApp is a primary communication channel — which is increasingly common, especially internationally — this means Affinity's relationship data is incomplete.

Your engagement scores are wrong. Your activity timelines are missing conversations. Your team can't see the full picture of a relationship because half of it lives in a messaging app.

What the Integration Does

The Affinity WhatsApp Integration connects your WhatsApp account to Affinity CRM using the WhatsApp linked devices protocol — the same mechanism that powers WhatsApp Web. No WhatsApp Business API required. No Meta approval. Works with your personal WhatsApp number.

Once connected:

  • Every incoming and outgoing 1:1 WhatsApp message is captured
  • Messages are matched to existing Affinity person records by phone number
  • Each message is logged as a timestamped note on the person's Affinity timeline
  • New contacts are automatically created if they don't exist in Affinity

The integration runs server-side. You don't need to keep a browser tab open. You don't need to do anything after setup.

Who This is For

Venture capital and private equity firms. LP communications, founder conversations, and deal discussions happen on WhatsApp. This integration ensures they're all captured in Affinity alongside email threads and meeting notes.

Wealth management and family offices. HNW clients prefer WhatsApp. Advisors need the full communication history when preparing for meetings or transitioning client relationships.

Enterprise sales teams. Deals move through multiple channels. WhatsApp conversations carry context that email doesn't — urgency, sentiment, informal commitments. Having them in Affinity means the entire team sees the full picture.

Setup Takes 5 Minutes

  1. Go to affinity-whatsapp.appstronauts.shop
  2. Enter your Affinity API key
  3. Click Connect WhatsApp and scan the QR code with your phone
  4. Sync your contacts

That's it. Messages start logging immediately.

Why Not Use Zapier or Make?

WhatsApp doesn't have an official API for personal accounts. Most Zapier integrations require the WhatsApp Business API, which requires Meta approval, a dedicated business phone number, and is designed for outbound messaging — not relationship logging.

This integration uses the linked devices protocol, which means it works with the same WhatsApp app on your phone. No second number. No API approval. No restrictions on who you can message.

Try It

If your team uses Affinity and WhatsApp, this integration fills the biggest gap in your CRM data. Every conversation captured. Every relationship fully documented. Zero manual effort.

Connect WhatsApp to Affinity CRM

Free WhatsApp Tools

Need help with your WhatsApp setup? Check out our free tools:

Have questions? Email us at hello@appstronauts.shop