How to integrate Fireflies and Affinity CRM

Affinity is a robust relationship intelligence CRM that aids teams in managing their professional networks and deal flow.

Automatically sync meeting notes, reminders, and tasks from Fireflies into Affinity so your relationships and deal flow stay updated — without manual data entry.

🚀 What can this integration do?

Once connected, Fireflies can:

• ✅ Log meeting notes directly under the right People in Affinity

• ✅ Create Reminders in Affinity from meeting action items

• ✅ Push tasks — with the option to only send tasks assigned to you

• ✅ Test the connection by sending a sample note to Affinity

• ✅ Use Integration Rules to control which meetings get synced

• ✅ Allow Workspace Admins to enforce team-wide configs

🔧 Step 1: Connect Fireflies to Affinity

1. In Affinity, go to Settings → API → Generate API to create a new key. Copy the API key from here

   

2. From your Fireflies dashboard, go to Integrations → search for Affinity.

   

3. Click Connect and paste the API key. Finally click Authorize

   

⚙ Step 2: Configure Your Integration

Once connected, you’ll be guided through a configuration wizard. Here’s what each option means:

1. Participant Management: Fireflies automatically matches meeting participants to People in Affinity so notes land in the right place.
   

   

2. Reminder Creation: Toggle Create Reminders from Action Items ON to have Fireflies auto-create Affinity reminders whenever an action item is detected in the transcript.

• Example: If someone says “Follow up with Sarah on the proposal”, Fireflies creates a reminder in Affinity.
  

  

3. Tasks: By using the toggle button, you have an option to either

• Create Tasks from Action Items: Pushes all action items as tasks into Affinity.

• Only filter and create tasks assigned to me: Keeps your task list clean by sending only tasks assigned to you, not everyone else.
  

  

4. Create Sample Note (Optional Test): Click Create sample note in Affinity to confirm the setup. A test note will appear in Affinity under your contact.
   

   

5. Save & Finish: Click Save to complete setup.
   

   

🎯 Step 3: Apply Integration Rules (optional but recommended)

Want Fireflies to sync only certain meetings?
Go to Additional Options → Apply to… and filter by:

• Meeting Title

• Host

• Participants

• Meeting Type (internal vs external)

  

You can stack multiple filters with AND/OR logic.

👉 Example: Only sync meetings where the host is Alex AND title contains “Investor Update” OR participant includes @partner.com.

👥 Step 4: Team Options (Admins Only)

Admins can manage how the integration works across the whole workspace. From the ⋯ menu on the integration page, choose:

1. Apply to entire workspace

   • Use one shared config to sync all admin-accessible meetings.

2. Restrict non-admin usage

   • Prevent teammates from creating their own configs, keeping data consistent.

✏ Managing Configurations

• All saved configs appear under the Configurations tab.

• You can rename, toggle ON/OFF, or + Add Config for different workflows (e.g., Investor calls vs Customer check-ins).
  (GIF: Affinity integration – manage configurations)

  

📖 How it looks in Affinity

Once the integration is active, here’s where you’ll find Fireflies data inside Affinity:

• Meeting Notes
  Go to All People → select a contact.
  You’ll see Fireflies meeting notes under the Notes section, automatically organized in chronological order after each meeting.

  
  

• Reminders
  If you enabled reminder creation, you’ll find them under the Reminders section in Affinity.

• Tasks
  Tasks created by Fireflies from action items will appear alongside other tasks in Affinity, with due dates based on meeting context.

  

This way, every meeting you or your team has is captured inside Affinity — with searchable notes, follow-ups, and reminders directly tied to your contacts.

🔌 How to pause or disconnect

• To pause: toggle the configuration OFF.

• To remove: click Disconnect from the integration page.