CRM Integration

Rafiki.ai for Zoho CRM

Connect customer conversations with the accounts, deals, contacts, leads, and campaigns your team manages in Zoho CRM.

How Rafiki.ai for Zoho CRM works

Rafiki records, transcribes, and analyzes customer calls, then generates topic-specific meeting notes covering areas such as deal risks, pricing and discounts, qualification, next steps, and competitors mentioned.

The integration imports Zoho CRM accounts, deals, contacts, leads, and campaigns. Rafiki uses meeting participants to associate conversations with the appropriate Zoho account, deal, and contact, helping teams review every conversation in its full deal context.

Rafiki authenticates through Zoho OAuth and does not store your Zoho login credentials. Topic-specific meeting notes can be pushed to the corresponding deal in Zoho CRM.

Deal-linked meeting notes

Rafiki generates topic-specific notes and pushes them to the associated deal in Zoho CRM.

Conversation-to-deal matching

Meetings are associated with Zoho deals and opportunities using the participants in each conversation.

CRM object sync

Sync Zoho accounts, deals, contacts, leads, and campaigns owned by members of your Rafiki team.

Actionable call insights

Review risks, pricing discussions, qualification topics, attendees, competitors, and next steps after the call.

Open CRM integrations

A Zoho administrator opens Settings in Rafiki, selects Integrations, then CRM and Zoho.

Authorize with OAuth

Complete Zoho setup

Configure the documented webhooks and workflow rules to keep supported CRM records synchronized.

Read the setup guide

Starter

CRM summary sync

$19/user/month

$24 quarterly; $19 billed annually. Up to 3 users.

Includes CRM integration with meeting-summary sync alongside Rafiki's core conversation intelligence features.

Premium

Full CRM intelligence

$49/user/month

$59 quarterly; $49 billed annually. No seat minimum.

Adds automatic capture of CRM fields from calls, including custom fields and sales-methodology insights.

Enterprise

Custom deployment

Custom

Custom pricing and billing.

Includes custom integrations, dedicated support and monitoring, priority support, and an SLA.

Paid extension: pricing shown is for Rafiki AI service plans. Zoho CRM subscription fees, if any, are billed separately by Zoho. See the full Rafiki AI pricing comparison for complete plan details.

Vendor and support