CB Insights + Affinity Integrations, Built by an AI Agent
Put CB Insights + Affinity to work with AI and enterprise-grade automation
Learn more about CB Insights integrations or talk to a human
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Workflows you can build between CB Insights and Affinity
See the kind of workflows teams build with CB Insights and Affinity below — describe the exact one you want above and the Agent builds it on demand.
CB Insights + Affinity
When a new organization is added or identified in CB Insights, create a corresponding organization entry in Affinity.
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Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in CB Insights, automatically log an activity in Affinity so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Affinity, prompt CB Insights to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
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Export executive report when a high-value lead is created
When a new lead enters Affinity, automatically generate and export a detailed analytics report in CB Insights to evaluate marketing campaign performance.
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Browse the full workflow library →
Looking to achieve something else with CB Insights and Affinity?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for CB Insights and Affinity
Everything CB Insights and Affinity can do inside a workflow — the triggers that start one and the actions that run when it fires.
CB Insights Explore CB Insights →
CB Insights is an analytics and market intelligence platform that provides data-driven insights into private market transactions, startups, and technology trends.
TriggersTriggers when CB Insights logs a new vendor, client, or partner for a given organization.
Triggers when CB Insights logs one or multiple new investments, acquisitions, or divestitures fitting your search.
Triggers when CB Insights logs one or multiple new companies or investors fitting your search criteria.
Affinity Explore Affinity →
Affinity is a relationship intelligence CRM built for investment professionals to automatically capture network interactions and deal flow.
TriggersTriggers when a new organization is added.
Triggers when a field value changes (addition, deletion, or update)
Triggers when a new entry is added onto a List.
Triggers when a new list is added.
Triggers when a new opportunity is added.
Triggers when a new person is added.
Add a organization to a list. Duplicate entries can be created.
Add an opportunity to a list. Duplicate entries can be created.
Add a person to a list. Duplicate entries can be created.
Create a new organization. Use a Search if you do not want duplicates to be created.
Add a person, organization, or opportunity to a list. Duplicate entries can be created.
Create a new note on a person, organization, or opportunity.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about CB Insights + Affinity
Is there a pre-built CB Insights + Affinity automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches CB Insights and Affinity's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built CB Insights or Affinity connector?
No. The Agent works whether or not CB Insights or Affinity already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting CB Insights to Affinity help our sales team?
It automatically logs sales milestones into CB Insights for real-time reporting and lets BI alerts update record details or log activities in Affinity when key thresholds are reached.
Can dashboard updates be automated when deals close in Affinity?
Yes, whenever key milestones like winning a deal occur in Affinity, CB Insights can automatically refresh dashboards or export updated reports for leadership.