Rafiki.ai for Zoom Phone

Rafiki.ai for Zoom Phone

Rafiki.ai

How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
How it works: Rafiki.ai for Zoom Phone
Categories:
CRM
+1
Works In:
Overview

Tired of manually updating your CRM? Wish your meeting follow-ups could happen effortlessly?

Meet Rafiki.ai.

Top sales teams rely on Rafiki.ai's real-time Zoom assistant to save time and simplify CRM updates and follow-ups. During your meetings, our Zoom app listens to the conversation, capturing your predefined talking points automatically. As soon as the meeting ends, you can instantly update the relevant CRM fields and send a follow-up email to your prospect with the next steps.


HOW DOES IT WORK?


  • Build Your Playbook: Start with our templates and map your key talking points to CRM fields (Salesforce, HubSpot, Zoho, Pipedrive, Close, Freshworks).
  • Track Customer Conversations: Add our assistant via the Zoom app to automatically track the topics discussed and capture your prospect’s responses.
  • One-Click Follow-Up: After the call, update your CRM and send a follow-up email with just one click.

Get Rafiki.ai for FREE today.

      Developer Resources
      Privacy & Compliance
      Requirements
      User role
      Account admins or Users with required privileges
      Zoom account eligibility
      Login to check
      Permissions - App can view information
      Associated with your account and others you're allowed to access

      May include administrator name, account email address, billing information, and account plan information.

      May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

      Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device information.

      May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.

      Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

      Associated with your account, others you're allowed to access, and others included in that information.

      May include name, display name, email address, phone number, user ID, and other profile information.

      Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

      Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

      This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
      Scopes

      User

      user:read:user:admin

      Account

      account:read:account_setting:admin

      Phone

      phone:read:call:admin, phone:read:call_recording:admin, phone:read:call_log:admin, phone:read:recording_transcript:admin, phone:read:list_numbers:admin, phone:read:list_recordings:admin, phone:read:user:admin

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      These apps have paid features that are available for free for Pro, Business, and Business+ accounts.