How to use Affinity's Pathfinder Chrome Extension

Avatar
Brian Lee
  • Updated

Once you've downloaded Affinity's Pathfinder Chrome Extension, learn how to easily qualify, manage, and capture insights about your Affinity connections and deals as you navigate across websites, LinkedIn profiles, and your Gmail inbox.

 

Overview

  1. How to sign into Affinity Pathfinder
  2. How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts)
  3. How to use Affinity Pathfinder on any website (All users)
  4. How to use Affinity Pathfinder on LinkedIn (All users)
  5. Important Callouts

 

How to sign into Affinity Pathfinder

  1. Once you've downloaded Affinity Pathfinder, make sure the Chrome extension icon appears on the top-right corner of your Chrome web browser.
    1. Gmail users: Click into any email thread in your Gmail account that involves externals (people outside of your organization). Then, refresh the webpage and click the Affinity icon on the right sidebar of the email to click the Sign In With Work Account button.
      1.1._Click_open_email_and_sign_in.png

    2. Non-Gmail users: Go to any organization's website or LinkedIn profile and refresh the webpage. Then, click the Affinity icon on the right side and click the Sign In With Work Account button.
      1.2_Sign_in_for_nonGmail.png

  2. You'll notice a new window open where you can enter your email address to receive an email that contains the link to sign in. Please make sure to enter the email address currently being used for Affinity.
    2._Enter_email_for_magic_link.png

  3. Once you open the email, click the Sign Me In button.
    3._Open_email_to_click_Sign_me_in.png

How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts)

  1. Once you're signed in, click into any email thread and click on the Affinity icon on the right side. Based on the participants in the email thread that match with the contacts in your Affinity CRM, you'll notice people, organizations, and opportunities appear on the right sidebar.
    1._Click_icon_on_right_side_bar.png
    Note: For our Outlook users, check out Affinity's Outlook add-in.

  2. If these people, organizations, or opportunities don't exist in your Affinity CRM yet, you can click the plus icon on the top-right corner to create a new person, organization, or opportunity.
    2._Create_new_contact_dropdown.png

  3. You can also click the search icon to search for existing contacts within your Affinity CRM.
    mceclip0.png

  4. Click on any person, organization, or opportunity to see more information. For example, clicking on the person "Alan Kuang" will show me 5 tabs, each containing different information:
    Pathfinder_Tabs.png
    1. Details - Displays enriched and global fields based on your account's profile field customization settings for people and organizations. For opportunities, you will be able to edit their statuses and list-specific fields.
    2. Lists/Opps
      1. For Affinity CRM users: Displays both lists and opportunities that the people and organizations associated with. The list-specific field values can be edited here as well. Lists are specifically an Affinity CRM feature.
      2. For Affinity for Salesforce users: Displays only opportunities that the people and organizations associated with in Salesforce. The field values for these opportunities can be edited from here.
        Opps

    3. Notes - Displays the notes associated with that contact.
    4. Connections - Displays all the Affinity connections and allies who know that contact.
    5. Activity - Displays a historical timeline of synced emails and meetings from you and your team members as it relates to that contact.

  5. You can also add the contact to a list, add a note, attach the email thread as a note, upload a file to that contact's profile page, or open up the contact's Affinity profile page in a new tab.
    4._Additional_Actions.png

How to use Affinity Pathfinder on any website (All users)

  1. Type in any website, like "www.8vc.com," then click the Pathfinder icon on the right side of your screen. You can also click-and-hold to drag-and-reposition the icon.
    1._Click_on_icon_on_right_side.png

  2. Refer to Step 4 in the section titled How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts) to see the 5 different tabs you can click on and the different types of information found in each tab.
  3. You can also add the organization to an organization list, add a note, upload a file to the organization's profile page, or open up the profile page in a new tab.
    3._Additional_actions_for_Pathfinder_-_website.png

  4. As you research new organizations, you may come across some that aren't in your All Organizations directory yet. Affinity Pathfinder will still show enriched Affinity data for these organizations, but to make sure they get added to your All Organizations directory and surface the enriched data in the CRM as well, simply make an edit to any of the fields or take one of the following actions: Add to List, Add Note, or Upload File.

How to use Affinity Pathfinder on LinkedIn (All users)

  1. Click into a person or organization's LinkedIn profile page, then click the Affinity icon on the right side to view Affinity-related information. Note: Make sure the person's name on LinkedIn matches the person's name in your Affinity CRM - otherwise, they may not match and appear.
    1._Open_sidebar_on_Linkedin_profile.png

  2. Refer to Step 4 in the section titled How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts) to see the 5 different tabs you can click on and the different types of information found in each tab.
  3. You can also add the person to a people list or the organization to an organization list (based on what type of profile you're viewing), add a note, upload a file to the their Affinity profile page, or open up the profile page in a new tab.
    3._Additional_actions_for_Pathfinder_-_website.png

  4. As you research new organizations, you may come across some that aren't in your All Organizations directory yet. Affinity Pathfinder will still show enriched Affinity data for these organizations, but to make sure they get added to your All Organizations directory and surface the enriched data in the CRM as well, simply make an edit to any of the fields or take one of the following actions: Add to List, Add Note, or Upload File.

Important Callouts

  • If you're having issues with Affinity Pathfinder loading, please follow these troubleshooting steps.
  • Affinity Pathfinder will not show results on LinkedIn Sales Navigator (coming soon).
  • Copying/pasting hyperlinks is currently not supported when adding notes via Affinity Pathfinder.
  • Microsoft Exchange/Office365 users can still use Affinity Pathfinder to access their Affinity connections and CRM data on websites and LinkedIn profiles. But to access your Affinity CRM data within their Outlook inbox, use Affinity's Outlook add-in instead.
  • To help you create new contacts more quickly, Affinity Pathfinder will not show any non-required fields you/your admin(s) may have checkmarked via the Default Fields tab in Settings. Only required fields set by Affinity and you/your admin(s) will be available to fill out.
  • @ mentioning team members on notes or logging outside interactions into Affinity is temporarily unavailable on Pathfinder.
  • The Reminders tab is unavailable in your Gmail inbox - you can still view reminders within the CRM.
  • The Unanswered Emails tab is unavailable in your Gmail inbox - you can still view unanswered emails within the CRM.
  • The Lists tab will appear for people and organization profiles, but not for opportunities.
  • Opportunities are unique to their own opportunity list and therefore cannot exist on other opportunity lists. This is why you see an Upload Files button instead of an Add to List button on opportunity profile pages.
    Important_Callout_-_No_Lists_tab_on_Opportunity_profile_pages.png

 

Related articles

Articles in this section