In this article, we’ll cover the steps to integrate MeetGeek with Affinity and how to automatically or manually share your meeting insights with your CRM.
With this integration, MeetGeek can seamlessly connect to your Affinity account, allowing you to automatically link meetings and highlights to the correct opportunities, organizations, and people.
How to connect Affinity with MeetGeek
To get started, go to your MeetGeek dashboard, open the Integrations & Workflows page, and click on the Affinity card.
You will be prompted to authenticate with your Affinity account and grant MeetGeek access to it.
Once the connection is established, you’ll be redirected back to the MeetGeek Integrations page, where you can begin sharing meetings and highlights with Affinity.
You will be prompted to authenticate with your Affinity account and grant MeetGeek access to it.
How to automatically update Affinity with meeting assets
If you want MeetGeek to update your Affinity CRM with meetings or highlight data automatically, you can set up a workflow.
Go to your Integrations & Workflows page in MeetGeek.
Click Create new workflow.
In the Send to field, select Affinity.
Choose whether to send:
Meeting: to sync entire meeting summaries, or
Highlight: to send only selected highlights (e.g., next steps).
Configure your workflow filters (for example, apply only to meetings whose name contains specific words).
Set your sharing preferences — including whether to create opportunities, people, and companies automatically.
Click Save Workflow.
That’s it! Your upcoming meetings or highlights will now be automatically synced with Affinity.
Note: The Create reminder option is available only for Meeting workflows. When enabled, MeetGeek will automatically generate reminders for any “Next Steps” captured during the meeting analysis.
How to sync past meetings with Affinity
Specific meetings and highlights that were previously generated can be shared manually with Affinity.
Important: Before sharing a highlight or meeting manually, if the Create opportunity switch is on, an existing list must be selected.
An opportunity list is created:
Manually in the Affinity dashboard,
Automatically when a workflow with the List setting set to Create new list is saved.
Sharing a meeting
In order to share a meeting, go to the Past Meetings page and click the share button next to a meeting.
On the screen that appears, select the needed settings and click Send.
Sharing highlights
In order to share meeting highlights, open a meeting and select a few highlights in the Highlights section, located on the right side of the screen.
Select the appropriate settings and click send.
Affinity Resources
Affinity resources in the MeetGeek - Affinity interaction include and are limited to:
List
Opportunity
Organization
Person
Note
Reminder
Generic Rules
When a meeting or highlight is shared (manually or via a workflow):
If there is no existing opportunity and the create opportunity switch is on, a new opportunity is created in the selected list.
Every meeting participant is looked for in Affinity. If the create people switch is on, an Affinity person is created for every non-existing participant. The people are then attached to the opportunity.
Organization names are extracted from the participants’ email addresses. If the create company switch is on, an organization is created for every email domain that is not registered in affinity. All the matching organizations are attached to the opportunity.
For every shared meeting or highlight, an Affinity note is created. If the same meeting is shared multiple times, a new note is created, attached on the same opportunity.
Meeting - specific rules
A meeting analysis may create next steps highlights. For every next step highlight, a reminder is created. In this first iteration, reminders are created according to the following rules:
All reminders are assigned to the user who shared the meeting
All reminders are one-time only
All reminders’ due date is the day after the reminder creation day
If an opportunity exists, reminders are attached to it. If not, reminders are attached to the organization.
Below is an example showing how it appears in Affinity.
On the homepage, you’ll see all your lists — opportunity lists are marked with an orange dollar sign.
Click any opportunity list to view all available opportunities.
When you open an opportunity, you’ll find the related notes, reminders, and attached people that MeetGeek automatically shared.