Sharepoint integration

Automatically capture your documents by connecting your Sharepoint account to Affinity.

List management and file syncing

Add a company to a list and automatically capture any attached files to Sharepoint.

Seamlessly store important collateral, pitch decks, NDAs, and more in both applications.

Most popular workflows

Affinity icon
File uploaded to Affinity
Affinity icon
File uploaded to Sharepoint
Affinity icon
Attachment found in email
Affinity icon
Attachment uploaded to Sharepoint
Affinity icon

Automatically capture key files with Affinity and Sharepoint

Artesian uses Sharepoint’s integration with Affinity to capture any files related to a prospective company, including decks or pitch videos connected to an application. This ensures all information is automatically consolidated into a single activity timeline for each contact.

Learn more

Connect with other tools and apps

Microsoft Teams

Keep the whole team informed on new deals and status changes with instant Teams notifications.

Learn more

Eventbrite

Track RSVPs, view relationship insights on attendees, and manage event follow-ups in Affinity

Learn more

Vestberry

Push your relationship intelligence into Vestberry to uncover new connections, insights, and investment opportunities hidden in your portfolio.

Learn more
See all integrations

Leverage your network’s full potential

Reach out to us and get a personalized demo

Talk to Sales