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 leads that already exist as contacts in Zoho CRM
The Zoho CRM AI Assistant lists the leads whose email matches a contact you already have, with the contact’s account and owner. Once you approve, it tags, reassigns or deletes the leads 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
Leads keep arriving for people who are already contacts
An existing customer fills in a form and lands in Leads again. A rep then qualifies someone the account owner already talks to, and the lead list keeps growing with people who should not be in it. Spotting them means checking each lead’s email against Contacts.
the solution
Match leads against contacts, then decide
Say which leads to check. For example:
Find open leads whose email matches an existing contact. Show the contact, its account and both owners.
It reads the leads you describe, searches Contacts for each email, and lists every match with the lead, the matching contact, the account and both owners. Leads with no email are left out and counted, so you know what it could not check.
You decide what happens to each match. After you approve, it can:
- add a tag such as “Existing contact” to the leads, so you can filter them later;
- give the leads to the contact’s owner;
- move the leads you choose to the recycle bin. Deleting asks for a final confirmation.
It can also convert a lead you name, but converting cannot be undone, so it asks about each one. To check new leads as they come in rather than clean up the list, see Find leads that are already customers.
- Reads leads and contacts, and the matched contacts’ accounts and owners.
- Writes tags, lead owners or deletes, only after you approve.
- It matches on email only; a person with a different email is not found.
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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
Find duplicate accounts in Zoho CRM
“Find accounts with the same name and the same website. For each group show the owner and how many deals and contacts each account has.”
Find duplicate contacts by email in Zoho CRM
“Find contacts that share an email address. For each group show the owner, account, created date and how many deals and activities each has, and suggest which one to keep. After I approve, copy missing values to the kept contact, move deals to it and delete the extras.”
- Current use case
Find leads that already exist as contacts in Zoho CRM
“Find open leads whose email matches an existing contact. Show the lead owner, the contact, its account and owner. After I approve, tag the matches Existing contact.”
faq
Frequently Asked Questions
Will it change my leads or contacts?
Only the leads you approve, and only in the way you choose: a tag, a new owner, or a move to the recycle bin after a final confirmation. Contacts and accounts are not changed.
What does it read?
The leads you describe, for example open leads or leads created this month, and the contacts whose email matches. For each match it reads the contact’s account and owner.
Can it be wrong?
Yes. A shared email such as an office address can match the wrong person, and a contact with a different email is not found. Read the names in each match before you approve a delete.
Does tagging work on every edition?
Tags need Zoho’s tags feature through the API. If your edition does not have it, the assistant says so and you can choose another change, such as a new owner.
Can I get a deleted lead back?
Yes, for 60 days. Deleted leads go to the Zoho CRM recycle bin and the assistant can restore them exactly as they were. After 60 days they are gone for good.
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.