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
Add a lead to Zoho CRM from a web page or business card
The Zoho CRM AI Assistant drafts a lead from the web page, profile or email you are viewing in Chrome, or from a business card photo you attach. It checks for an existing lead or contact first, and creates the lead once you approve.
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 contact details are on screen, the lead form is somewhere else
You find a prospect on their company site, or a card from yesterday's event is on your desk. Adding them means switching tabs, copying the name, company, email and phone one field at a time, and hoping nobody added the same person last week.
the solution
Share the page, check the draft, approve
Open the page in Chrome, click Use this page in the side panel, and ask:
Create a lead from this page. Check first that no lead or contact has the same email.
For a business card, attach the photo instead and ask the same. It reads the text it was given and drafts a lead with the fields it found, such as First Name, Last Name, Company, Email, Phone and Website. A job title goes into Description unless you name the field to use.
Before you approve, it searches Leads and Contacts for the same email and tells you if it found one. You can correct any field in the draft. Only then does it create the lead.
It reads only the page you share or the file you attach. It does not visit other sites, follow links or look the person up elsewhere. The page is read when you click Use this page. The assistant can also ask to read it: in the default mode you choose whether it may, and only in Full access does it read the page without asking.
- Reads the page you share or the image you attach, and searches leads and contacts.
- Creates one lead only after you approve.
- Fields not on the page stay empty; it does not fill them in.
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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
- Current use case
Add a lead to Zoho CRM from a web page or business card
“Create a lead from this page. Check first that no lead or contact has the same email.”
Assign new leads to the right owner in Zoho CRM
“Find leads owned by the Web Inbox user. Propose owners by country - Germany and Austria to Lena Ortiz, everything else to Sam Patel. After I confirm, change the owners and move their open tasks too.”
Find leads that are already customers in Zoho CRM
“Check leads created this week against existing contacts and accounts by email and company name. List the matches with the account owner. After I confirm, give each matched lead to the account owner and tag it Existing customer.”
Find new leads with no first response in Zoho CRM
“Find leads created in the last 7 days with no call, meeting, logged email or task since they came in. Show the owner and age. After I confirm, create a first-contact task for each owner, due today.”
faq
Frequently Asked Questions
Will it change anything else in my CRM?
No. It creates one lead after you approve the draft. If it finds an existing lead or contact, it tells you and does not edit it.
What does it read?
Only what you give it: the text of the page you are viewing when you click Use this page, or a file you attach (PNG, JPG, WebP or PDF for a card photo). It does not browse, open other pages or search the web.
Does it work on profile pages and webmail?
It reads the text of the page you share, so a profile page or an email open in the browser works the same way as a company site. Check the draft against the page. Use it only where your company and the site's terms allow.
Can it be wrong?
Yes. It can misread a photo of a card, put a name in the wrong field or pick the wrong email when a page lists several. Check each field in the draft before you approve. Its duplicate check looks at what exists when you ask; it is not a lock.
Can it add a lead source or tag?
Yes, if you say so: "set Lead Source to Trade show and tag it Event". It sets only the values you name.
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.