When insights stay trapped in Slack, teams miss their window to act
Key information about a company, founder, or deal often surfaces in Slack conversations -- but without an easy way to capture it in your CRM, that context risks staying siloed, disconnected from your broader relationships data, and invisible to the rest of the team. This slows decision-making and increases the risk of acting without the full picture.
That's why we've updated our Slack integration to let you create notes for people, organizations, and opportunities -- directly from one of the tools your teams uses every day.
Make better deal decisions by getting all your insights into Affinity
To make it easier to capture and share relationship context in real time, we've added the ability to create notes in Affinity directly from Slack. Your team can now:
- Create a note from any Slack message using the message action menu
- Use the /affinity slash command to start a new note from scratch
- Launch the global shortcut menu ( / ) to create a note anytime
Notes created in Slack can be edited and linked to people, organization, or opportunity records in Affinity - keeping insights connected and visibile to anyone working the relationship or managing the deal.
With less friction and more complete context, your team can make faster, more informed decisions-- without having to bounce between Slack and Affinity to track down insights or past analysis.
Start capturing insights in Slack to power faster and better informed deal decisions
This feature is available to all Affinity customers on the Advanced and Enterprise plans. If your Slack integration is already set up, no additional configuration is required. You can download the Affinity App from the Slack Marketplace.
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