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
Check email opt-outs before a send in Zoho CRM
The Zoho CRM AI Assistant checks a campaign or list for contacts marked Email Opt Out, or with the unsubscribe tag your team uses, before you export it. Once you approve, it removes them from the campaign, or removes the tag from them.
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
Someone opted out, and the list still has them
A contact asked to stop getting emails, and the Email Opt Out box is ticked on the record. But this week’s list was built a month ago, and the spreadsheet you hand over does not have the column. Nobody checks every row before the send.
the solution
Check the list against what Zoho CRM recorded
Tell the assistant which list you are about to use: a Zoho CRM Campaign, or a file of emails you attach. Name any tag your org uses for unsubscribes.
Check the contacts in the Spring webinar campaign for Email Opt Out and the tag Unsubscribed. After I confirm, remove them from the campaign.
It reads the contacts and leads on the list and shows the ones with Email Opt Out ticked or the tag you named, with which of the two it found.
When you approve, it removes them from the campaign, or removes the tag you name from them. For an attached file, it lists the rows to take out before you export. It does not delete contacts and does not change Email Opt Out.
- Reads campaign members, contacts, leads, their tags and the Email Opt Out field.
- Removes campaign links or tags only after you approve.
- It reads what Zoho CRM recorded only. An unsubscribe kept only in another tool is invisible to it.
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
- Current use case
Check email opt-outs before a send in Zoho CRM
“Check the contacts in the Spring webinar campaign for Email Opt Out and for the tag Unsubscribed. List them. After I confirm, remove them from the campaign.”
Exclude current customers from a Zoho CRM prospect list
“Build a list of contacts for the new-customer offer. Leave out anyone whose account has a Closed Won deal. Show how many you excluded and a few examples. After I confirm, tag the rest New customer offer.”
Segment contacts by industry in Zoho CRM
“Find contacts whose account industry is Logistics or Transportation. Show the account and the value that matched, and leave out accounts with no industry. After I confirm, tag the matching contacts Q4 logistics offer.”
faq
Frequently Asked Questions
Will it change my contacts?
It removes the contacts from the campaign, or removes one tag from them, after you approve. Removing a contact from a campaign also clears its member status there. Contact fields, including Email Opt Out, are not edited.
Does it unsubscribe anyone?
No. It does not tick or clear Email Opt Out unless you ask for that in a separate request. This check only takes opted-out people off the list you are about to use.
What does it read?
The members of the campaign you name, or the emails in the file you attach, and on each matching contact or lead its Email Opt Out field and tags. It does not read your email tool.
What if my team records unsubscribes another way?
Name it in the request: a tag, a picklist value or a custom checkbox. The assistant checks the field exists before it searches.
Can it be wrong?
It can only see what Zoho CRM holds. If an unsubscribe from your email tool was never synced back, or a person is on the list under a different email than their contact record, it will not catch them.
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.