How to use Affinity within your Gmail account

Get all the benefits of Affinity directly within your Gmail inbox.

Note: If you have already downloaded the Affinity Gmail Chrome Extension, please remove it and download the Affinity Pathfinder Chrome Extension instead.

Overview

• How to remove the Affinity Gmail Chrome Extension
• Why download the Affinity Pathfinder Chrome Extension?
• How to sign in and connect to the Affinity Pathfinder Chrome Extension
• How to use the Affinity Pathfinder Chrome Extension for Gmail users

How to remove the Affinity Gmail Chrome Extension

1. Go to the Affinity Gmail Chrome Extension page on the Chrome web store, then click Remove from Chrome.
   
   
   
2. Then, click Remove in the modal that appears on the top-right corner of your web browser.
   

Why download the Affinity Pathfinder Chrome Extension?

The Affinity Pathfinder Chrome Extension not only has all the capabilities of the Affinity Gmail Chrome Extension, but it also enables you to access your Affinity connections on any website you visit and on Linkedin (see Downloading and using Affinity's Pathfinder Chrome Extension).

How to sign in and connect to the Affinity Pathfinder Chrome Extension

1. Once you've downloaded the Affinity Pathfinder Chrome Extension, click on the icon on the top-right corner of your web browser to sign in.
2. Make sure you click the Affinity logo on the top-right corner of your Gmail webpage, then sign in with the email account that is syncing into Affinity.
3. Now, click open any email and click on the Affinity logo that appears on the right side of the email to see your Affinity CRM data as they relate to the participants associated with that email.
   

How to use the Affinity Pathfinder Chrome Extension for Gmail users

1. Search for people, organizations, and opportunities.
   
   
   
2. Create new contacts (i.e. people, organization, and opportunities). 
   
   
   You can even add them to a specific list, attach the email thread as a note, and upload files to their Affinity profiles during this process.
   
   
   
3. Add contacts to a list.
   
   
   
4. Click More options to add notes, set reminders, attach files, and attach email threads as notes.
   
   
   

Note: If you are a Microsoft Exchange/Office365 user, you can still use Affinity's Pathfinder Chrome Extension to see your Affinity connections appear on any website you visit and on LinkedIn. But to access your Affinity CRM data in the context of your inbox, you can leverage Affinity's Outlook add-in instead.