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
Find contacts under the wrong account in Zoho CRM
The Zoho CRM AI Assistant lists contacts whose email domain does not match their account’s website, and suggests the account that does match. Once you approve, it relinks only the contacts you choose.
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
Contacts sit under the wrong company
A rep picked the wrong account from the lookup, or an import matched by a similar name. Now a contact from one company shows under another, reports count them under the wrong company, and the account owner calls someone who is not their customer. Nothing in the Contacts list shows it.
the solution
Compare each contact’s email with its account
Describe the check. For example:
Find contacts whose email domain does not match their account’s website. Skip personal email domains, and suggest the account that matches, if there is one.
It reads the contacts you describe and their accounts, and compares the domain of each contact’s Email with the domain of the account’s Website. Personal domains such as gmail.com are skipped, because they say nothing about the company. For each mismatch it looks for an account whose website has the contact’s domain.
It shows every mismatch with the current account and the suggested one. Contacts with no matching account, or with more than one, are left for you. After you approve, it changes Account Name on the contacts you choose. More than 20 at once asks for a final confirmation.
- Reads contacts, their email, and the website of their account and of other accounts.
- Writes Account Name on the contacts you approve, nothing else.
- Accounts with no website cannot be compared and are listed separately.
Loading demo…
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
Check deal amounts after an import in Zoho CRM
“Check deals created this week for amounts that look wrong after our import - zero, negative, missing, or far above the rest. List them with the stage and owner.”
- Current use case
Find contacts under the wrong account in Zoho CRM
“Find contacts whose email domain does not match their account’s website. Skip personal email domains. Suggest the account that matches the domain, if there is one.”
Find contacts without email or phone in Zoho CRM
“Find contacts with no email and no phone or mobile. Group them by owner. After I approve, create a task for each owner to find the missing details, due Friday.”
Link open tasks to deals, contacts and accounts in Zoho CRM
“Find open tasks not linked to any deal, contact or account. Suggest a link only where the subject names one record clearly. Leave the rest for me.”
Standardize field values in Zoho CRM
“In Contacts, Mailing Country: change USA, U.S. and US to United States, and UK and Great Britain to United Kingdom. Show me each change first.”
faq
Frequently Asked Questions
Will it change my contacts?
Only the Account Name of the contacts you approve. Deals, the accounts themselves and other contact fields are not changed. Nothing is written until you approve.
What happens to the contact’s deals?
They stay as they are. A deal has its own account field, so a deal under the wrong account is listed only if you ask it to check deals too.
What does it read?
The contacts you describe, their email, their account, and the website of each account it compares against.
Can it be wrong?
Yes. A contact can rightly use another company’s domain, for example a consultant or a parent company, and an account’s website can be out of date. Accounts with no website are not compared. Check each suggestion 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.