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Add a new decision maker to a Zoho CRM deal

The Zoho CRM AI Assistant finds or creates the contact for a new person in the decision, such as a CFO or procurement, and links them to the deal with the contact role you name. It adds a note and writes it all once you approve.

Add to Chrome

Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

A CFO joined the call, and the deal still lists one contact

Procurement or finance has entered the deal, and they will be the ones who sign. The deal still shows only the person you started with. When someone else picks up the deal, or when the contract goes out, nobody knows who has the final word.

the solution

Name the person and the role. Approve.

Open the deal, or name it, and say who joined and in what role:

Their CFO Daniel Brooks joined the call and will sign off. Add him to the Warehouse renewal deal as Decision Maker and add a note.

The assistant searches Contacts on the deal’s account for the person. If it finds them, it uses that contact; if not, it proposes a new contact under the account with the name and title you gave.

Nothing is written until you approve. Then it links the contact to the deal with that contact role, and adds a note on the deal with what you said. Other contacts on the deal keep their roles.

  • Reads Contacts, the deal and its current contact roles.
  • Writes one contact if needed, one contact role link and one note, after you approve.
  • The contact role must already exist in your org; it does not create new roles.
Try it on your deals More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

pricing

Start with 14 days of Plus. Stay on Free after that.

Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed at signup, then monthly

  • 25x the Free usage
  • 5x the usage of Plus
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month
Get Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

$0No card, and permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

Need more than Max? Contact sales

questions

Frequently Asked Questions

It reads the deal, its current contact roles and the contacts on the deal's account. It writes a new contact only if none matches, a link between the contact and the deal with the contact role you named, and one note on the deal. Nothing until you approve.

More in Deal progress

All Deal progress use cases