Rafiki records, transcribes and analyzes calls to enable great customer conversations and win more deals. Rafiki's Pipedrive integration empowers you to have an eagle eye view of all your accounts, deals, meetings, customer contacts, lead owners and more on a single screen. AI-generated notes by topic auto-sync to Pipedrive so you can view more than deal data in your CRM. Your sales process by stage, the progress of deals at every stage, the addition of deals, reps or teams, all get updated in Rafiki right when the change happens in Pipedrive.

Foresee churn risk and upside opportunity: Capture all calls and discussions and get a single source of truth to build a complete picture.

Rafiki helps you:

• Build an organization where winning becomes predictable by getting insights into what makes your “A” players meet their targets and thereby increase the calculability of your sales. Uncover trends and topics that affect your customers in response to a changing market.
• Make sure your team is following conversational best practices and battle-tested sales processes by using Rafiki’s topic tracking that allows you to track all steps, competitor mentions, objections and more. This way, you can ensure your organization keeps scaling.
• Decrease churn and increase your win rate with Rafiki’s Deal Desk. You can exactly see what is going on in your accounts, know if your reps are handling objections well, engage with multiple stakeholders and have the right discussions.

1. The integration of Rafiki and Pipedrive can only be executed by the admin of the Pipedrive account for the entire organization via the Rafiki app
2. If you do not already have one, create an account for the Rafiki app using Google SSO or your work email (The admin user of your Pipedrive account must create your Rafiki account as well).
3. Log in to the Rafiki account using the same email as Pipedrive’s admin account.
4. From the “Settings” page, go to “Integrations” > “CRM,” and select Pipedrive.
5. Click “Add Integration.”
6. Follow the instructions: Sign in to your Pipedrive account and authorize access to Rafiki.
7. Note: You must be the Pipedrive admin for your company to connect Rafiki to Pipedrive. Only one Pipedrive account per company is supported.
8. When you connect to Pipedrive, we install a Rafiki for Pipedrive app instance in your Pipedrive account.
9. Upon integration, Deals, Leads, Contacts, Organizations are synced to Rafiki.