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
Events and campaigns in Zoho CRM
Bring the event list into Zoho CRM without duplicates, record who was invited and who attended in a Campaign, and follow up on the people who asked for more.
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
After the event, the list sits in a spreadsheet
The badge scans arrive as a file with its own column names. Half the people are already in the CRM, the campaign has no members, and the visitors who asked for a demo are mixed in with everyone else. By the time it is sorted out, the event was weeks ago.
the solution
Import, link and follow up from one panel
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You attach the event file or name the campaign and describe what you want in plain words. It reads the file, your leads, contacts and campaigns, and shows you a plan with counts before anything is written.
When you approve, it creates the new leads, links people to the Zoho CRM Campaign with a member status, or creates follow-up tasks. Nothing is written until you approve.
- Reads attached CSV and XLSX files, leads, contacts, campaigns and tasks.
- Creates leads and tasks, and links campaign members, only after you approve.
- Its check for existing records is by the fields you choose, such as email. It is not a lock.
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
Add event attendees to a Zoho CRM campaign
“Add these attendees to the Autumn Roundtable campaign with status Attended. Match them by email against leads and contacts, and tell me who is already a member. (Attached attendees.csv)”
Find campaign demo requests with no next step in Zoho CRM
“In the Harbor Expo campaign, find members with status Requested demo who have no open task or upcoming meeting. Group them by owner. After I confirm, create a task for each one to book the demo, due tomorrow.”
Import a trade show list into Zoho CRM without duplicates
“Here is the badge list from Harbor Expo (attached CSV). Map the columns to Lead fields and check each row by email against existing leads and contacts. After I confirm, create only the new leads, with Lead Source Trade Show, and add them to the Harbor Expo campaign as Attended.”
faq
Frequently Asked Questions
What is the Zoho CRM AI Assistant?
A Chrome extension that opens an AI assistant in a side panel next to Zoho CRM. You describe what you want in plain words, it reads your CRM and shows you the result, and it writes only after you approve.
Will it change my existing leads and contacts?
Not unless you ask. For events it creates new leads, links records to a Campaign with a member status, and creates tasks. Existing leads and contacts are matched and skipped, not edited.
Does it send the event invitations?
No. It records who is in the campaign and with which status. You send invitations from the email tool you already use. It can send one personal email at a time from your own address, and sending always asks you to confirm.
How big a file can it import?
It creates up to 100 records per request. For a longer list, it works through the file in parts of up to 100 rows, each with its own plan for you to 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. These use cases have 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.