Call Data Sits in Silos, Lost From Deals
Your reps record Zoho calls, but the insights never reach your CRM records. Rafiki AI automatically captures and syncs conversation intelligence into Zoho, closing the gap.
How Rafiki AI works with Zoho CRM
Rafiki AI's Zoho CRM integration automatically captures and syncs every conversation insight to the right Zoho records. Call summaries, key topics, action items, and deal signals flow into your Zoho deals, contacts, and accounts in real time.
Your reps stop spending time on CRM updates and start spending it on selling. Managers gain pipeline visibility grounded in actual conversation data. Every Zoho record becomes enriched with AI-analyzed conversation intelligence that reveals what is really happening in your deals.
The integration supports Zoho CRM's custom modules, fields, and workflow rules — giving you full flexibility to build your revenue process on top of Rafiki AI's intelligence layer.
Key integration features
Auto CRM Sync
Call summaries, transcripts, and action items are automatically logged to the correct Zoho CRM deals and contacts after every meeting.
Deal Stage Updates
AI-detected buying signals and risk factors automatically update deal stages, probability scores, and custom fields in Zoho CRM.
Contact Enrichment
Meeting participants are matched to Zoho contacts with conversation context, sentiment analysis, and engagement scores attached.
Custom Module Support
Map Rafiki AI data to any Zoho CRM custom module or field — from methodology scores to competitive intelligence to next-step tracking.
Get connected in minutes
Authenticate with Zoho
Connect your Zoho CRM account with a simple OAuth flow. No coding or admin configuration needed.
Configure your field mapping
Select which Rafiki AI insights map to which Zoho fields, or start with our recommended configuration.
Automatic sync begins
All future conversations are analyzed and synced to Zoho CRM automatically. Backfill historical data anytime.
Available on the Zoho Marketplace
Rafiki AI is an official Zoho integration. Install directly from the Zoho Marketplace for a seamless setup experience.
View on Zoho MarketplaceStart using Rafiki AI with Zoho CRM
Connect in minutes, start getting AI-powered insights from every conversation today.