FAQs for Zoho CRM Integration

Frequently asked questions on how Rafiki integrates with Zoho CRM

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago
  1. Why should I integrate with Zoho CRM?

    Rafiki-Zoho CRM integration allows your teams to see meetings in the context of Accounts and Deals that they are working on. This provides an integrated 360-degree of deal along the touch points that the Rep has had with the prospect, which is particularly important to track in long running deals.

  2. How does Rafiki integrate with Zoho CRM?

    Rafiki uses OAuth authentication to connect to Zoho CRM. We do not store your Zoho login credentials.

  3. What does Rafiki import from Zoho CRM?

    Rafiki imports accounts, opportunities, leads, campaigns and contacts. When we process the meeting we attempt to associate the deals with the meetings.

  4. How does Rafiki map meetings to the Zoho Deal/Opportunity?

    Rafiki maps the Meetings to the Deal based on the participants of the meeting. Find out more.

  5. Does Rafiki push data to Zoho?

    Yes. Rafiki automatically associates meetings with the deal/opportunity based on the participants of the meeting. Rafiki automatically generates topic specific meeting notes and these are pushed to the Deal in Zoho CRM. Find out more

  6. What does Rafiki use the Zoho data for?

    Rafiki stores the data we pull from Zoho CRM to analyze your meetings and touch points with your prospects to provide meaningful, actionable insights.

  7. Which Zoho user account should I use to integrate?

    Zoho admin user will be able to authorize the integration. This Zoho admin user must be a valid Rafiki user and integration should be performed from this user account.

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