This article walks you through the installation steps for Rafiki AI with Zoho CRM.
Integration of Rafiki AI with Zoho CRM is done by the Zoho admin for the entire organization. Find out more about which CRM objects are synced with Rafiki AI.
From the Settings page, go to Integrations > CRM, and select Zoho.
Click Add Integration.
Follow the instructions: sign in to your Zoho account, and authorize access to Rafiki AI.
Note: You must be the Zoho administrator for your company to connect Rafiki AI to Zoho. Only one Zoho CRM account per company is supported.
When you connect to Zoho CRM, we install a Rafiki AI for Zoho CRM app instance in your Zoho account, and ask for the following permissions:
Manage metadata
Retrieve user data
Read all the resources in a module
Add resources to a module
Update resources in a module
Click on Accept to complete the integration.
Updates in Zoho CRM
After completing the Rafiki AI integration, you need to set up webhooks and workflow rules in Zoho CRM to keep data in sync.
Log in to your Zoho CRM with admin credentials.
Navigate to Settings > Automation > Actions > Webhooks tab.
Click on Configure Webhook. You will add webhooks for Deals, Accounts, Leads, Contacts, and Campaigns.
Webhook for Deals:
Name: Rafiki_Deals
Method: GET
URL to Notify: https://integration.getrafiki.ai/zoho/webhook/download/deals
Module: Deals
Authorization_Type: General
Module Parameters:
Param Name: user | Param Type: Users | Param Value: Email
Param Name: id | Param Type: Deals | Param Value: Deal Id > Click Save
Webhook for Accounts:
Name: Rafiki_Accounts
Method: GET
Module: Accounts
Authorization_Type: General
Module Parameters:
Param Name: user | Param Type: Users | Param Value: Email
Param Name: id | Param Type: Accounts | Param Value: Account Id > Click Save
Webhook for Contacts:
Name: Rafiki_Contacts
Method: GET
Module: Contacts
Authorization_Type: General
Module Parameters:
Param Name: user | Param Type: Users | Param Value: Email
Param Name: id | Param Type: Contacts | Param Value: Contact Id > Click Save
Webhook for Leads:
Name: Rafiki_Leads
Method: GET
URL to Notify: https://integration.getrafiki.ai/zoho/webhook/download/leads
Module: Leads
Authorization_Type: General
Module Parameters:
Param Name: user | Param Type: Users | Param Value: Email
Param Name: id | Param Type: Leads | Param Value: Lead Id > Click Save
Webhook for Campaigns:
Name: Rafiki_Campaigns
Method: GET
Module: Campaigns
Authorization_Type: General
Module Parameters:
Param Name: user | Param Type: Users | Param Value: Email
Param Name: id | Param Type: Campaigns | Param Value: Campaigns Id > Click Save
At the end of these steps, 5 webhooks should have been set up.
Navigate to Workflow Rules > Click on Create New Rule.
Select "Deals" in the Module Dropdown.
Enter the Rule Name as "Rafiki AI Sync Deals".
Enter an optional description > Click Next.
d. When do you want to execute this rule? Select: On a record action
Select Create or Edit and check the box to Repeat this workflow whenever a deal is edited > Click Next.
Which records would you like to apply the rule to? Select: All Records > Click Next.
From Instant Actions, select Webhooks and choose the Rafiki_Deals webhook that was previously set up, then click Associate.
Repeat the same steps to create a new workflow rule for Deal Deleted.
Create the following additional workflow rules using the same process:
Accounts Created/Edited - Associate with Rafiki_Accounts webhook
Accounts Deleted - Associate with Rafiki_Accounts webhook
Contacts Created/Edited - Associate with Rafiki_Contacts webhook
Contacts Deleted - Associate with Rafiki_Contacts webhook
Leads Created/Edited - Associate with Rafiki_Leads webhook
Leads Deleted - Associate with Rafiki_Leads webhook
Campaigns Created/Edited - Associate with Rafiki_Campaigns webhook
Campaigns Deleted - Associate with Rafiki_Campaigns webhook
In the end, there should be 10 workflow rules set up in total.
Please email us at [email protected] to clarify any part of this setup.