Why should I integrate with Zoho CRM?
Rafiki AI-Zoho CRM integration allows your teams to see meetings in the context of Accounts and Deals that they are working on. This provides an integrated 360-degree view of the deal along the touchpoints that the Rep has had with the prospect, which is particularly important to track in long-running deals.
How does Rafiki AI integrate with Zoho CRM?
Rafiki AI uses OAuth authentication to connect to Zoho CRM. We do not store your Zoho login credentials.
What does Rafiki AI import from Zoho CRM?
Rafiki AI imports accounts, opportunities, leads, campaigns, and contacts. When we process the meeting, we attempt to associate the deals with the meetings.
How does Rafiki AI map meetings to the Zoho Deal/Opportunity?
Rafiki AI maps meetings to the Deal based on the participants of the meeting. Find out more.
Does Rafiki AI push data to Zoho?
Yes. Rafiki AI automatically associates meetings with the deal/opportunity based on the participants of the meeting. Rafiki AI generates AI-powered Smart Call Summaries and pushes them to the Deal in Zoho CRM. Find out more.
What does Rafiki AI use the Zoho data for?
Rafiki AI stores the data pulled from Zoho CRM to analyze your meetings and touchpoints with your prospects to provide meaningful, actionable insights.
Which Zoho user account should I use to integrate?
The Zoho admin user will be able to authorize the integration. This Zoho admin user must be a valid Rafiki AI user, and integration should be performed from this user account.
FAQs for Zoho CRM Integration
Frequently asked questions on how Rafiki AI integrates with Zoho CRM
Written by Rafiki Customer Success Team