This article walks you through the installation steps for Rafiki with Zoho CRM
Integration of Rafiki with Zoho CRM is done by the Zoho admin for the entire organization. Find out more about which CRM Objects are synced with Rafiki.
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.
Note: You must be the Zoho administrator for your company to connect Rafiki to Zoho. Only one Zoho CRM account per company is supported
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
Please login to your Zoho CRM with the admin credentials.
Navigate to Settings > Automation > Actions > Webhooks tab
Click on Configure Webhook. Here 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 on Save Button
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 on Save Button
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 on Save Button
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
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 on Save Button
At the end of these steps 5 webhooks should have been setup as follows:
Navigate to Workflow Rules > Click on Create New Rule
Select "Deals" in the Module Dropdown
Enter the Rule Name as "Rafiki Sync Deals"
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
Which contacts would you like to apply the rule to? : All Contacts > Click on Next.
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.