Now that you've reviewed the CRM integration checklist and Rafiki Zoho Integration let's get started by quick syncing Zoho with Rafiki. Once the integration is complete, Rafiki automatically syncs with Zoho to pull the details on the following:

  • Accounts

  • Deals

  • Contacts

  • Leads

  • Campaigns

This will help your team easily leverage their Zoho data to find recorded meetings in Rafiki, and by syncing Rafiki and Zoho, Rafiki will automatically:

Sync any of your team's conversations with the appropriate Account, Deal and Contact in Zoho. This will also allow you to sort calls in Rafiki by any relevant Account / Opportunity

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