Now that you have reviewed the CRM Integration Checklist and Rafiki AI Zoho Integration, let us get started by syncing Zoho with Rafiki AI. Once the integration is complete, Rafiki AI automatically syncs with Zoho to pull the details on the following:
Accounts
Deals
Contacts
Leads
Campaigns
This will help your team easily leverage their Zoho data to find recorded meetings in Rafiki AI. By syncing Rafiki AI and Zoho, Rafiki AI will automatically:
Sync any of your team's conversations with the appropriate Account, Deal, and Contact in Zoho. This also allows you to sort and filter calls in Rafiki AI by any relevant Account or Opportunity.
Rafiki AI only syncs CRM objects that are owned by Rafiki AI users. Unassigned objects or objects owned by non-Rafiki AI users will not be synced.