Why should I integrate with Freshworks CRM?
Rafiki-Freshworks 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.
How does Rafiki integrate with Freshworks CRM?
Rafiki use the Freshworks token connect to the CRM. We do not store your Freshworks credentials.
What does Rafiki import from Freshworks CRM?
Rafiki imports organizations, deals, and persons and associates them with the meetings.
How does Rafiki map meetings to the Freshworks Deal/Opportunity?
Rafiki maps the Meetings to the Deal based on the participants of the meeting. Find out more.
Does Rafiki push data to Freshworks?
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 Freshworks CRM. Find out more
What does Rafiki use the Freshworks data for?
Rafiki stores the data we pull from Freshworks CRM to analyze your meetings and touch points with your prospects to provide meaningful, actionable insights.
Which Freshworks user account should I use to integrate?
Freshworks admin user will be able to authorize the integration. This Freshworks admin user must be a valid Rafiki user and integration should be performed form this user account.