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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate CB Insights with Affinity - no code necessary. See how you can get setup in minutes.

Select a trigger from CB Insights

A trigger is an event that starts your Zap and runs the workflow. For example, with CB Insights, a trigger could be "Get Business Relationships."
A trigger is the event that kicks off your automated workflow.

Setup an action from Affinity

An action is what takes place after the automation is triggered. For example, with Affinity, the action could be "New Organization List Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CB Insights to Affinity

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your CB Insights to Affinity integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect CB Insights and Affinity to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Organization ID
      Required
    • Limit
    Trigger
    Polling
    Try It
    • Organization IDs
    • Organization name
    • Organization URL
    • Keyword
    • Minimum last funding date
    • Maximum last funding date
    • Last Funding Round Categories
    • Organization Status
    • Collection IDs
    • Sector IDs
    • Industry IDs
    • Subindustry IDs
    • Continent IDs
    • Country IDs
    • Region IDs
    • State IDs
    • City IDs
    Trigger
    Polling
    Try It
    • Organization name
    • Organization URL
    Action
    Search
    • List
      Required
    Trigger
    Polling
    Try It
    • Organization IDs
    • Funding Round Category IDs
    • Collection IDs
    • Sector IDs
    • Industry IDs
    • Subindustry IDs
    • Continent IDs
    • Region IDs
    • Country IDs
    • State IDs
    • City IDs
    • Investor Organization IDs
    • Minimum Deal Date
    • Maximum Deal Date
    • Limit
    Trigger
    Polling
    Try It
    • Organization IDs
    Action
    Search
  • Affinity triggers, actions, and search
    New Organization

    Triggers when a new organization is added.

    Trigger
    Polling
    Try It
    • List
      Required
    Trigger
    Polling
    Try It
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About CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
Related categories
Business Intelligence
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affinity logo
About Affinity
Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
Learn moreLearn more
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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