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 campaign demo requests with no next step in Zoho CRM
The Zoho CRM AI Assistant lists campaign members with a status such as Requested demo who have no open task or upcoming meeting. Once you approve, it creates a follow-up task for each one, assigned to the owner.
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
They asked for a demo at the stand and heard nothing
At the event, a visitor asked for a demo and was marked in the campaign. Back at the office the list went to the team, and nobody can say which of those requests got a call. A week later the visitor has seen three other vendors.
the solution
Check every request for a next step
Name the campaign and the status your team uses:
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.
The assistant reads the members of the Campaign and their member status, then checks each lead or contact for an open Task or an upcoming Meeting. It lists the requests with no next step, grouped by owner, and shows the ones that only have an overdue task.
When you approve, it creates one task per person, linked to the lead or contact and assigned to its owner, with the due date you set. It skips people who already have an open task.
- Reads campaign members, their status, leads, contacts, tasks and meetings.
- Creates tasks only after you approve.
- It cannot see a call or email that was never logged. Its check for existing tasks is not a lock.
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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
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)”
- Current use case
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
Will it change my records?
It creates tasks, after you approve. Campaign member statuses, leads and contacts are not edited.
What does it read?
The members of the campaign you name with their member status, and the open tasks and upcoming meetings on each lead or contact. It does not read your email tool or calendar app.
What if my team uses a different status?
Name the status your team uses, such as Interested or Wants a call. The assistant reads the member status as written on the campaign, so use the exact wording.
What counts as a next step?
An open task or a meeting from today on, linked to the lead or contact. You can widen it, for example to count a logged call in the last week.
Can it be wrong?
Yes. A rep who called without logging it looks like a missed request. Its check for existing tasks looks at the tasks that exist when you ask; it is not a lock. Check the list 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.