Zoho CRM | Decision Maker Connect for the deals module

When enabled, Decision Maker Connect makes all SMS messages sent to contacts linked with a deal visible in the deal record. This helps you keep track of every conversation between key decision makers and your team members involved in the deal.

Enable Decision Maker Connect

Decision Maker Connect is deactivated by default. To enable it:

1. Log in to Zoho CRM.
2. From the left-side navigation, click on the Marketplace icon.
3. Under Marketplace, click on the Installed tab.
4. Locate Sinch SMS for Zoho and click on Configure.
5. Click on the Advanced Settings tab.
6. Click on the Decision Maker Connect tab.
7. Configure the settings:
   • Check the box for Retrieve messages for linked records (uses extra API calls)

   • If applicable, check the box for Auto fetch data for contact roles (in deals) 

     Note: If you're not using contact roles in the Deals module, don't check this box as it uses extra API calls if you do.

   • If applicable, check the box for Link messages sent to Deals to associated contact automatically
8. Click the Save button.

Use Decision Maker Connect

Assigning key contacts

Once Decision Maker Connect has been enabled, you can assign the key contacts to your deals to capture the associated SMS messages. To do this:

1. Click into the deal.
2. Under the Related List section, click on Contact Roles.

3. Click Add Contact Roles to add a new contact or Edit All to update existing contacts.

   

4. You can select the role for each contact.

   

5. Click the Save button to confirm.

Filtering messages