Robly + Affinity Integrations
Put Robly + Affinity to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Robly and Affinity
See the kind of workflows teams build with Robly and Affinity below — describe the exact one you want above and the Agent builds it on demand.
Robly + Affinity
When a new contact is added in Robly, create or update a contact profile in Affinity.
Enroll new CRM leads in marketing campaigns
When a new lead is created in Affinity, automatically add them to an onboarding campaign in Robly so they receive relevant marketing materials instantly.
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Create sales contacts from marketing leads
When a new lead is captured in Robly, automatically create a matching contact record in Affinity so your sales team can begin outreach.
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Tag active deals for targeted messaging
When a deal stage changes in Affinity, automatically apply a strategic tag to the contact in Robly to trigger tailored follow-up messages.
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Browse the full workflow library →
Looking to achieve something else with Robly and Affinity?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Robly and Affinity
Everything Robly and Affinity can do inside a workflow — the triggers that start one and the actions that run when it fires.
Robly Explore Robly →
An email marketing and automation platform designed to help small businesses grow their subscriber lists and engagement.
TriggersTriggers when a new list is created.
Triggered when a new contact is added.
Triggers when a contact is unsubscribed.
Adds an existing contact to a list.
Creates a new list.
Adds a new contact.
Removes a Contact from List.
Unsubscribes a contact.
Update Full Contact Details – including Sub Lists.
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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Explore more Marketing Automation integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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ActiveDEMAND
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ActiveTrail
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Agency Revolution Fuse
Agency Revolution Fuse is an automated marketing platform specifically built for independent insurance agencies to manage client communications.
AgentFire
AgentFire is a web design and marketing platform that builds custom hyper-local websites and lead tools for real estate agents.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
&Open Gifts
&Open Gifts is a corporate gifting platform that enables businesses to send physical and digital gifts to clients and employees.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
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 Robly + Affinity
Is there a pre-built Robly + Affinity automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Robly and Affinity's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Robly or Affinity connector?
No. The Agent works whether or not Robly 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 do Affinity and Robly work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Affinity and Robly to maintain compliance.