Plus
For reps who use the assistant every day.
5x the Free usage
$23/ month
Try Plus14-day free trial, then billed monthly
- 5x the Free usage
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Workflow and assignment rules in Zoho CRM
Create workflow rules that add follow-up tasks, set up lead assignment rules, switch off old rules, and find out why a rule did not run. The Zoho CRM AI Assistant shows each change and makes it once you approve.
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
Automation nobody remembers setting up
Some rules were made years ago and still send reminders nobody wants. A rule that should have created a task did nothing last week. New rules wait because each one means working out triggers, criteria and actions in Setup, and nobody is sure what the existing ones already do.
the solution
Ask about a rule, or describe the one you need
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe the rule in plain words, or name the one you want to check. It reads what Zoho allows for that module, the existing rules and their usage, and shows exactly what it will create or change. Nothing changes until you approve.
- Creates workflow rules with a follow-up task for the record owner.
- Creates assignment rules that give new leads to the right owner.
- Switches a rule off without deleting it.
- Explains why a rule may not have run, from its criteria, its usage counts and the record's history.
pricing
Start with 14 days of Plus. Stay on Free after that.
Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.
Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled 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 MaxBilled at signup, then monthly
- 125x the Free usage
- 5x the usage of Pro
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Free
Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
No card, and permanent
Need more than Max? Contact sales
use cases
Explore use cases
Create a follow-up task when a quote is sent in Zoho CRM
“When a quote's Quote Stage changes to Delivered, create a task for the quote owner called "Follow up on quote", due 3 days later.”
Create a lead assignment rule by country in Zoho CRM
“Create a lead assignment rule called "Europe leads". Country is France goes to Lena Ortiz, Germany goes to Sam Patel and Mia Clarke in turn, everything else to Alex Reed.”
Find out why a Zoho CRM workflow rule did not run
“The workflow "Deal won notice" did not create a task on the deal Warehouse renewal last week. Why might it not have run?”
Turn off an old workflow rule in Zoho CRM
“Find the old reminder workflow on Deals that emails owners about closing dates. Show what it does, then switch it off. Do not delete it.”
faq
Frequently Asked Questions
What is the Zoho CRM AI Assistant?
A Chrome extension that opens an AI assistant in a side panel next to Zoho CRM. You describe what you want in plain words, it reads your CRM configuration and shows you the change, and it changes it only after you approve in the default mode.
Is a new rule active straight away?
Yes. Zoho creates workflow rules active, so a new rule starts running on matching records once it is created. If you want it off at first, ask it to switch the rule off after creating it.
Will it change my existing records?
Creating a rule does not edit records by itself. Once active, a workflow rule acts on records that match it from then on, and an assignment rule applies to new records that use it. Existing records are not reassigned.
Can it run a rule again for records it missed?
No. It cannot rerun a workflow rule. It can tell you which records likely did not match, and you can make the change on those records with a separate request.
Will it work on my Zoho CRM edition?
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Which triggers and actions are available depends on the module and your edition, and the assistant reads that before it proposes a rule. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.
Want to ask something?
Write to the team at hello@zsetup.com.