How are your customers engaging with your sales reps? Use Rafiki to get actionable insights from sales conversations and turn them into revenue.

Rafiki supercharges your Pipedrive CRM with powerful sales intelligence by automatically recording, transcribing, analyzing, and syncing your sales conversations.

With Rafiki’s native Pipedrive integration, your CRM becomes a living, breathing record of every interaction – enriched with actionable insights from calls, emails, and meetings.

Key Capabilities:

🔄 Smart CRM Sync: Auto-sync AI-generated call summaries, notes, action items, and topics directly into Pipedrive — no more manual data entry. Keep every contact, deal, and pipeline detail current and context-rich.

📊 Gen AI Reports: Instantly generate AI-powered reports on deal progress, rep performance, objections, competitor mentions, and sales stage movement – all aligned to your CRM data.

🔍 Gen AI Search: Ask any question like “Why did we lose the Acme deal?” and get context-aware answers from your entire CRM and call history.

Why Rafiki + Pipedrive:

Unify call insights and CRM activity on one screen

Get real-time visibility into deals, reps, and customer sentiment

Identify churn risks and upsell opportunities proactively

Scale winning sales behaviors with data-backed coaching

Turn every rep into an “A” player and every deal into a data-driven decision with Rafiki.

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.