Integrating Rafiki AI and Your CRM: Overview
Now that you have reviewed the Getting Started Checklist, let's go over integrating Rafiki AI with your CRM. The goal of this integration is to tie the valuable data from your conversations to the data in your CRM. Below you'll find a checklist of milestones involved in syncing your CRM to get the most out of this integration.
Prerequisites
We require the CRM admin to log in with the same email into Rafiki AI to perform the CRM integration. We recommend completing this integration using your integration user login if your organization uses one.
Supported CRMs:
Rafiki AI integrates with the following CRM platforms: Salesforce, HubSpot, Pipedrive, Zoho, Close, Freshworks, and Monday.com. Each integration is configured from Settings > Integrations > CRM.
HubSpot Checklist:
All you need to do is sync HubSpot to link your meetings to your HubSpot data.
Salesforce Checklist:
All you need to do is sync Salesforce to link your meetings to your Salesforce data.
Zoho Checklist:
All you need to do is sync Zoho to link your meetings to your Zoho data.
Pipedrive Checklist:
All you need to do is sync Pipedrive to link your meetings to your Pipedrive data.
Close Checklist:
All you need to do is sync Close to link your meetings to your Close data.
Freshworks Checklist:
All you need to do is sync Freshworks to link your meetings to your Freshworks data.
Monday.com Checklist:
All you need to do is sync Monday.com to link your meetings to your Monday data.
Regardless of CRM, and depending on your tech stack, we also recommend:
If you use Zoom, set up the Zoom Native integration for better audio and visual quality, no intrusive bot, and recording controls directly tied together.
If you use Google Meet or Microsoft Teams, set up the Notetaker integration for automatic meeting recording.