This article walks you through the installation steps for Rafiki AI with Pipedrive CRM.
Integration of Rafiki AI with Pipedrive CRM is done by the Pipedrive admin for the entire organization.
From the Settings page, go to Integrations > CRM, and select Pipedrive.
Click Add Integration.
Follow the instructions: sign in to your Pipedrive account, and authorize access to Rafiki AI.
Note: You must be the Pipedrive administrator for your company to connect Rafiki AI to Pipedrive. Only one Pipedrive CRM account per company is supported.
When you connect to Pipedrive CRM, we install a Rafiki AI for Pipedrive CRM app instance in your Pipedrive account, and ask for the following permissions:
Access to basic information
Read the settings of the authorized user and currencies in an account. This is the default permission that is always enabled for all apps.
Deals: Full access
Create, read, update and delete deals, their participants, and followers; all files, notes, and filters. It also includes read access to deal fields, pipelines, stages, and statistics.
Contacts: Read-only
Read data about persons and organizations, their related fields and followers; all notes, files, and filters.
Read users data
Read data about users (people with access to a Pipedrive account), their permissions, roles, and followers.
Leads: Read-only
Read leads and lead labels.
Click on Accept to complete the integration.