PIPEDRIVE INTEGRATION

Best in value revenue intelligence with a deal driven CRM

Integrate Rafiki with your Pipedrive CRM and leverage the power of Pipedrive's inbound tactics and Rafiki’s revenue intelligence. Keep the deal funnel moving to closure and never let a deal slip.

CUSTOMER INTELLIGENCE

Engage prospects contextually

Know exactly what the prospect is expecting and help your reps converse on topics or questions that best engage your prospect. The inbound data from Pipedrive and the 360-degree conversation intelligence from all your conversations captured, transcribed, and analyzed by Rafiki gives you powerful insights and elevates your understanding of every prospect’s deal trajectory

OPPORTUNITY INTELLIGENCE

Know what will keep your deal moving

Rafiki’s integration with Pipedrive helps you understand what’s going on in every conversation - whether it is a conference call, dialer call or Email. The meeting transcript and auto-generated notes by topic synced with Pipedrive help you identify what topics are working for the prospect and how your reps can nudge deals closed to the point of sale. Pipedrive's leads, contact data, deal stages, and other data configured for your company is pulled into Rafiki ensuring seamless sales operations across both platforms.

ORGANIZATION INTELLIGENCE

Learn from your top Reps

Sync changes in deals, reps, owners, teams, and others made in Pipedrive to Rafiki without lifting a finger. Analyze  calls using Rafiki’s AI and assign reps to deals according to their strengths and your prospects’ interests. Turn your reps into successful sales execs and maximize revenue. 

ORGANIZATION INTELLIGENCE

AI-generated notes synced to CRM

Rafiki’s powerful AI engine automatically generates notes by topic that you can edit and synchronize with your CRM for meetings under specific deals. This way your reps never have to worry about jotting down data points and revising them every time the deal progresses. Never let a deal slip through again!