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
Link support cases to contacts and accounts in Zoho CRM
The Zoho CRM AI Assistant finds Cases with no contact or account and matches each one to a contact by the reporter’s email. Once you approve, it sets the contact and account on the case and lists the ones it could not match.
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
The case is in the CRM but not on the customer
Cases from the web form or email arrive with a name and an email address, and nothing else. Nobody links them to the contact, so they do not show on the account. The account manager calls the customer without knowing there are open complaints on the account.
the solution
Ask it to match the cases to your contacts
Say where the reporter’s email is kept and what to set:
Find Cases with no contact or account. Match each one to a contact by the reporter’s email, and set the contact and that contact’s account. Show me the ones you cannot match.
The assistant reads the cases with an empty contact or account, takes the email on each case, and searches your Contacts for the same address. When it finds exactly one contact, it proposes that contact and the contact’s account. When it finds none, or more than one, it lists the case for you instead of guessing.
Nothing is written until you approve. Then it sets the contact and account lookups on each matched case. Changes to more than 20 records at once ask for a final confirmation. It does not create contacts or accounts.
- Reads Cases, the email on each case, and your Contacts and their accounts.
- Writes the contact and account on matched cases only, and only after you approve.
- It matches on an exact email address; a customer writing from a new address is listed as unmatched.
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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
Assign unassigned support cases in Zoho CRM
“Find open Cases owned by the Support Queue user. Assign billing cases to Sam Patel and everything else to Lena Ortiz. Show me the list before you change anything.”
Find support cases with no update in Zoho CRM
“Find open Cases with no change, note, call or email in the last 5 days. List them by priority and owner. After I confirm, create a follow-up task for each owner, due tomorrow.”
- Current use case
Link support cases to contacts and accounts in Zoho CRM
“Find Cases with no contact or account. Match each one to a contact by the reporter’s email, and set the contact and that contact’s account. Show me the ones you cannot match.”
faq
Frequently Asked Questions
Will it change my cases?
It sets the contact and account on the cases it matched, and only after you approve. Status, owner, priority and description are not edited.
Will it create a contact for a case it cannot match?
No. Unmatched cases are listed for you. If you then ask it to create the contacts, it shows them first and creates them only after you approve.
What if two contacts share the same email?
The case is listed as uncertain, with both contacts, and nothing is set on it. You choose the contact, or leave it as it is.
Can it match by company instead of email?
It can look for an account whose name matches the company written on the case, if your cases have such a field. Company names are written in many ways, so expect more cases on the unmatched list.
Can it be wrong?
An email shared by a team inbox can match the wrong person, and a contact with an out-of-date account gives the case the wrong account. Read the matches before you approve.
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. This use case has 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.