This article walks through how to connect a Visible Investor account to Affinity so that users can automatically create contacts from Affinity and bring them into Visible.
Step One: Connect Affinity to Visible.
Navigate to settings at the bottom left side of your screen. Then, from the inner navigation menu, choose Affinity Integration.
Step Two: Add your Affinity API Key and click Save.
Next, you'll add your Affinity API Key into Visible and then click Save.
Step Three: Navigate to Companies and then click + New Company.
Click Companies from the navigation menu. Then click +New Company in the top right side of your screen.
Step Four: Type in the company name and then click Find in Affinity. From the right side panel click Select next to the new company.
Type in your new portfolio company's name and then click Find in Affinity. Next, from the right side panel, click Select next to the company name.
Step Five: The contact's email address with then appear. Click Select next to the email address and then click Add Contacts.
Once the contact's email address appears, click Select and then click Add contacts at the top right side of your screen.
Step Six: The Contact will then appear in the Company details section. Next, click Create profile to add the new portfolio company to Visible.
The contact will now be associated with the new portfolio company. Click Create profile for the new company to be added to your Visible account.
Let us know if you have any questions!