FAQ on CloseCRM integration

Why should I integrate Rafiki AI with Close CRM?

Rafiki AI-Close CRM integration allows your teams to see meetings in the context of Accounts and Deals that they are pursuing. This integration provides a 360-degree view of deals and touchpoints that the Rep has had with the prospect. The integration empowers sales leaders to stay abreast of their deals and easily track even deals with longer sales cycles.

How does Rafiki AI integrate with Close CRM?

Rafiki AI uses the Close API token to connect to the CRM. We do not store your Close credentials.

What does Rafiki AI import from Close CRM?

Rafiki AI imports organizations, deals, and persons and associates them with the meetings. This data gives you a consolidated view of meetings under each deal, deal notes, and information about deal velocity and deal risks.

How does Rafiki AI map meetings to the Close Deal/Opportunity?

Rafiki AI maps meetings to the deal based on the participants of the meeting. Find out more.

Does Rafiki AI sync data to Close CRM?

Yes. Rafiki AI automatically links meetings with the relevant deal/opportunity based on the participants of the meeting. Additionally, Rafiki AI generates AI-powered Smart Call Summaries. These notes are synced to the meeting notes under the specific Deal in Close CRM.

Learn more about Rafiki AI notes sync here.

How does Rafiki AI use the Close data?

Rafiki AI stores the data pulled from Close CRM to analyze your meeting conversations with your prospects and provide meaningful, actionable insights across deal risks, customer objections, deal cycles, and more.

Which Close user account should I use to integrate?

Close admin users will be able to authorize the Rafiki AI-Close integration. This Close admin user must be a valid Rafiki AI user and perform the integration from their Rafiki AI account.