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
Import a trade show list into Zoho CRM without duplicates
The Zoho CRM AI Assistant maps your event spreadsheet to Lead fields, checks each row against existing leads and contacts by email, and shows how many it will create and skip. Once you approve, it creates only the new leads.
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 badge scan list is full of people you already have
After the show you have a spreadsheet of badge scans with its own column names. Some of the people are open leads, some are customer contacts, some appear twice. Imported as it is, the file creates a second lead for people you already have.
the solution
Attach the file, approve the plan
Attach the CSV or XLSX file in the side panel and say how to treat it:
Here is the Harbor Expo badge list. Map the columns to Lead fields, check each row by email against leads and contacts, and create only the new ones with Lead Source Trade Show. Add them to the Harbor Expo campaign as Attended.
The assistant reads the file and shows how it maps each column to a Leads field, including picklists such as Lead Source. Then it checks every row by Email, or the fields you choose, against existing leads and contacts.
You get a plan with counts: rows to create, rows that match an existing lead, rows that match a contact, and rows it cannot check, such as rows with no email. When you approve, it creates the new leads, up to 100 per request, and can add them to a Zoho CRM Campaign with a member status.
- Reads the attached file, Lead fields, leads, contacts and campaigns.
- Creates leads and campaign members only after you approve.
- The check is by the fields you choose and looks at what exists when you ask. It 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)”
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.”
- Current use case
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 existing leads or contacts?
No. Rows that match an existing lead or contact are skipped, not edited. If you want the new details written onto the existing lead instead, ask for that and it shows those updates in the plan.
What does it read?
The file you attach, your Lead fields and picklist values, and existing leads and contacts with the email or fields you choose. Files can be CSV or XLSX, as well as PDF, TXT and images; a spreadsheet works best, with one person per row.
What if the file has more than 100 rows?
It creates up to 100 leads per request. For a longer file, ask it to work through the rows in parts. Each part gets its own plan with counts for you to approve.
Can it be wrong?
It can map a column to the wrong field when the header is unclear, so check the mapping it shows. It does not catch a person who used a different email at the show than the one in your CRM. Two people adding the same list at the same time can both pass the check.
Will my workflow rules run on the new leads?
Yes. They are created like any other new lead, so the automations your org has set up for new leads run as usual.
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.