This article walks you through the installation steps for Rafiki with Zoho CRM

Integration Rafiki with Zoho CRM is done by the Zoho admin for the entire organization. Find out more on which CRM Objects are synced with Rafiki.

  1. From the Settings page, go to Integrations > CRM, and select Zoho.

  2. Click Add Integration.

  3. Follow the instructions: sign in to your Zoho account, and authorize access to Rafiki.

  4. Note: You must be the Zoho administrator for your company to connect Rafiki to Zoho. Only one Zoho CRM account per company is supported

  5. When you connect to Zoho CRM, we install a Rafiki 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

  1. Please login to your Zoho CRM with the admin credentials.

  2. Navigate to Settings > Automation > Actions > Webhooks tab

  3. Click on Configure Webhook. Here will add webhooks for Deals, Accounts, Leads, Contacts and Campaigns

    1. 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 on Save Button

    2. Webhook for Accounts:

      Name: Rafiki_Accounts

      Method: GET

      URL to Notify: https://integration.getrafiki.ai/zoho/webhook/download/accounts

      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 on Save Button

    3. Webhook for Contacts:

      Name: Rafiki_Contacts

      Method: GET

      URL to Notify: https://integration.getrafiki.ai/zoho/webhook/download/contacts

      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 on Save Button

    4. 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 on Save Button

    5. Webhook for Campaigns:

      Name: Rafiki_Campaigns

      Method: GET

      URL to Notify: https://integration.getrafiki.ai/zoho/webhook/download/campaigns

      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 on Save Button

      At the end of these steps 5 webhooks should have been setup as follows:

  4. Navigate to Workflow Rules > Click on Create New Rule

    1. Select "Deals" in the Module Dropdown

    2. Enter Rule Name as "Rafiki Sync Deals"

    3. Enter an optional description > Click Next

      d. When do you want to execute this rule? : On a record action

      Create or Edit and check box to Repeat this workflow whenever a deal is edited > Click on Next

    4. Which contacts would you like to apply the rule to? : All Contacts > Click on Next.

    5. From Instant Actions select Webhooks and Rafiki_Deals Webhook that we previously setup and click on Associate

    Repeat the same steps to create a New Webhook for Deal Deleted:

Create a new Webhook for Accounts Created/Edited:

Create a new Webhook for Accounts Deleted:

Create a new Webhook for Contacts Created/Edited:

Create a new Webhook for Contacts Deleted:

Create a new Webhook for Leads Created/Edited:

Create a new Webhook for Leads Deleted:

Create a new Webhook for Campaigns Created/Edited:

Create a new Webhook for Leads Deleted:

In the end there should be 10 Workflow rules setup as follows:

Please email us at [email protected] to clarify any part of this setup.

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