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Overview

Affinity Data Share gives your team read-only access to your Affinity data inside your own Snowflake account, using Snowflake’s built-in secure data sharing. Instead of building an export or a pipeline, Affinity shares your CRM data directly into Snowflake — where you can query it and connect it to your BI tools and dashboards (Looker, Tableau, Power BI, Sigma). Direction of sync: Affinity → your Snowflake, read-only. The share never writes back to Affinity.

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Prerequisites

  • Data Share enabled for your Affinity organization (Advanced and Enterprise only).
  • Admin access in Affinity — you set up the connection in Settings.
  • A Snowflake account, and your Snowflake account identifier.

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Step 1: Find your Snowflake account identifier

  1. In Snowflake, click your user profile (bottom-left).
  2. Go to Account → View account details.
  3. Copy the account identifier (it looks like ORG_NAME.ACCOUNT_NAME).

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Step 2: Connect Snowflake in Affinity

  1. In Affinity, go to Settings → Integrations → Snowflake → “Affinity Data to Snowflake.” Snowflake 1
  2. Click “Add New Configuration.” Snowflake 2
  3. Paste your identifier into the Snowflake Account Identifier field. Affinity shows the Organization and Account names so you can double-check them.
  4. Check the confirmation box, then click “Connect to Snowflake.”
Affinity sets up the share, which usually finishes within a few minutes. Your Snowflake account admins get an email that a share has been sent to your account; accept it in Snowflake to start using the data.

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Step 3: Use your data in Snowflake

Once you accept the share in Snowflake, your Affinity data is available there to query and to connect to your BI tools and dashboards. For the exact tables and columns, plus example queries, see the Data Share developer docs.

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What’s included

The share includes your core Affinity data, such as:
  • Companies, people, and opportunities
  • Lists and list entries
  • Interactions — emails, meetings, calls, and chat messages (plus meeting transcripts)
  • Notes
  • Relationship strengths and your custom fields
  • Field value changes — the history of changes to field values on companies, people, opportunities, and list entries
  • Smart field dates — first and last email, first, last, and next event, first and last chat message, and last contact
  • Email subject lines, only if an admin opts in (see below)
New and updated records flow through automatically. For the full table-by-table breakdown, see the Data Share reference. For recent additions, see the Data Share changelog.

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Include email subject lines (optional)

Email subject lines are left out of the share unless an admin opts in. You can choose this when you connect, or later:
  1. Go to Settings → Integrations → Snowflake, then open your configuration and edit it.
  2. Under Would you like to include email subject lines in your data shares?, select Include email subject lines in my data shares.
Subject lines are encrypted at the application level by default. Including them removes that layer, though they stay encrypted at rest and in transit. The setting applies to every data share in your organization. The data share option asking whether to include email subject lines, with Include email subject lines in my data shares selected

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How often it updates

Data refreshes about every 2 hours — so it’s close to current, but not live.

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Good to know

  • Access is org-wide. The share includes all of your organization’s Affinity data and doesn’t apply Affinity’s in-app permissions — grant access only to people who should see everything, and use Snowflake’s own access controls to limit it further.
  • Read-only — the share never changes anything in Affinity.
  • Deleted records stay in the share for about 7 days (marked as deleted) before they drop off.
  • Plans: Advanced and Enterprise only, and enabled by Affinity.

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Troubleshooting

I don’t see Snowflake under Settings → Integrations. Data Share may not be enabled for your org, or you may not be an admin. Contact your account manager or support@affinity.co. The share hasn’t shown up in Snowflake. It usually arrives within a few minutes — check the email sent to your Snowflake account admins, and double-check the account identifier you entered. The data looks out of date. The share refreshes about every 2 hours, so very recent changes may not have synced yet. Still stuck? See the Data Share developer docs, or contact support@affinity.co.