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Segment contacts by industry in Zoho CRM
The Zoho CRM AI Assistant finds contacts whose account industry, or other fields you name, matches your offer and shows why each one matches. Once you approve, it tags the contacts you keep.
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 offer fits one industry, but the list has everyone
You have a message for logistics companies. The industry sits on the account, not on the contact, and some accounts have it empty. Building the list means exporting both modules, matching them in a spreadsheet and deciding what to do with the blanks.
the solution
Filter through the account, then tag the contacts
Describe the audience in plain words, with the values that count:
Find contacts whose account industry is Logistics or Transportation and whose mailing country is Germany. Show why each one matches. After I confirm, tag them Q4 logistics offer.
The assistant searches Contacts and filters through the Account Name lookup, so it can use the account’s Industry together with the contact’s own fields. It shows each contact with the account and the value that matched.
Contacts whose account has no industry are listed separately and left out. It does not guess an industry from a website or a company name.
When you approve, it adds the tag to the contacts on the list. If a similar tag already exists, it shows it, so you can reuse it.
- Reads contacts and the fields of their accounts.
- Adds a tag to contacts only after you approve.
- Matches the values as written in your CRM: “Freight” and “Logistics” count as different unless you name both.
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pricing
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Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
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- Includes the MCP connector
Max
For the heaviest CRM workloads.
125x the Free usage
$500/ month
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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.
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Need more than Max? Contact sales
use cases
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“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.”
- Current use case
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 adds one tag to the contacts you approve. Contact and account fields, including Industry, are not edited. It tags up to 100 contacts per approval, so a longer list goes in batches, and tagging more than 20 at once asks for a final confirmation.
What does it read?
Contacts, and the fields of the account each contact is linked to. It uses the values your CRM holds and shows you the ones it matched.
Can I use fields other than industry?
Yes. Name any field on the contact or its account, such as Mailing Country, Account Type or a custom field, and the values to match. It checks the field exists before searching.
Can it be wrong?
It can miss contacts when the same industry is written in different ways, or when the account field is empty. It shows the values it matched and the count it left out, so you can add a value or fill the blanks first.
What about contacts with no account?
They have no account industry to match, so they are left out and counted separately.
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.