How to download/use Affinity's Pathfinder Chrome Extension

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Brian Lee
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Download the Affinity Pathfinder Chrome Extension to easily qualify, manage, and capture insights about your Affinity connections and deals as you navigate across websites, LinkedIn profiles, and your Gmail inbox.

 

Product Updates - November 2022

  • Make sure to remove the Affinity Gmail Chrome Extension if you have it downloaded as well.
  • Affinity Pathfinder will include the same functionality provided in the Affinity Gmail Chrome Extension and will serve as its replacement.
  • Affinity Pathfinder’s newest capabilities are available to you for free until January 13, 2023 - all you have to do is install it from the Chrome web store. We will provide updates on how you can continue to access Affinity Pathfinder's newest features after January 13.
  • Affinity Pathfinder’s Gmail capabilities will continue to be available as part of your Affinity subscription.

 

 

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 yourGmail 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 company's website or any LinkedIn profile, refresh the webpage, then click the Affinity icon on the right side of the webpage to 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 arrow on the top-right corner to create a new person, organization, or opportunity.
    2._Create_new_contact_dropdown.png

  3. 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:
    3._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 - Displays the lists they're on and the opportunities they're associated with. This tab is only available for people and organizations - opportunities can only live in the opportunity list they've been created in.
    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.

  4. 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. Similar to the screenshot found in Step 3 of How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts), here are the 5 different tabs you can click on and the different types of information found in each tab:
    1. Details - Displays enriched and global fields with general information.
    2. Lists - Displays the lists they're on and the opportunities they're associated with. This tab is only available for people and organizations - opportunities can only live in the opportunity list they've been created in.
    3. Notes - Displays the notes attached or associated with that person.
    4. Connections - Displays all the Affinity connections and allies that know that person.
    5. Activity - Displays a historical timeline of synced emails and meetings from you and your team members.

  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. Similar to the screenshot found in Step 3 of How to use Affinity Pathfinder within your Gmail inbox (only Affinity CRM users with Gmail accounts), here are the 5 different tabs you can click on and the different types of information found in each tab:
    1. Details - Displays enriched and global fields with general information.
    2. Lists - Displays the lists they're on and the opportunities they're associated with. This tab is only available for people and organizations - opportunities can only live in the opportunity list they've been created in.
    3. Notes - Displays the notes attached or associated with that contact.
    4. Connections - Displays all the Affinity connections and allies that know that contact.
    5. Activity - Displays a historical timeline of synced emails and meetings from you and your team members.

  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 currently 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

  • Affinity Pathfinder does not show results on LinkedIn Sales Navigator at the moment (coming soon).
  • If you are a Microsoft Exchange/Office365 user, you can still use Affinity Pathfinder to access your Affinity connections and CRM data on websites and LinkedIn profiles. But to access your Affinity CRM data in the context of your Outlook inbox, you can leverage 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 the required fields set by Affinity and you/your admin(s) will be available to fill out.
  • Search functionality for people, organizations, and opportunities while in Gmail will be temporarily unavailable (coming back soon).
  • Viewing and editing list-specific fields within the Lists tab will be temporarily unavailable (coming soon).
  • Creating/editing contacts on Pathfinder will not trigger any status triggers or opportunity triggers.
  • The Reminders tab will be temporarily 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 there is an Upload Files button instead of an Add to List button on the opportunity profile page.
    Important_Callout_-_No_Lists_tab_on_Opportunities.png

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