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 leads that are already customers in Zoho CRM
The Zoho CRM AI Assistant checks new leads against your existing contacts and accounts by email and company name, and lists the matches with the account owner. Once you approve, it gives each lead to that owner or tags it.
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
A current customer filled in the form and got a cold call
Someone at a company you already sell to asks about another product. The form creates a new lead, a rep who has never heard of them calls with the intro pitch, and the account owner finds out later. Leads and contacts live in different modules, so nobody sees the overlap.
the solution
Check the new leads against your customers
Say which leads to check and what to do with a match:
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.
It reads the leads you name, searches Contacts for the same Email and Accounts for the same company name, and shows each match: which lead, what it matched on, the contact or account it found and the account owner.
When you approve, it does what you asked for each match: change the Lead Owner to the account owner, add a tag, or add a note on the lead. It does not convert the lead or merge it into the contact.
- Reads leads, contacts and accounts.
- Changes owners, adds tags or notes only after you approve.
- A company name match is weaker than an email match; both are listed so you can tell them apart.
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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
By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
use cases
Explore use cases
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.”
- Current use case
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.”
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open a new lead and copy its email.
- Search Contacts for that email, then Accounts for the company name.
- If you find a match, note the account owner and change the lead's owner.
- Repeat for every new lead.
It is one search per lead per module, which is fine for three leads and slow for forty.
faq
Frequently Asked Questions
Will it change my leads or contacts?
It changes only what you approve on the matched leads: the owner, a tag or a note. Contacts and accounts are not edited, and leads are not converted or merged.
What does it read?
The leads you name, and the Email on contacts and the account name on accounts it searches for each lead. It does not look outside your CRM.
How exact is the match?
An email match means the same email address on a lead and a contact. A company match means the lead's Company matches an account name; spelling, "Ltd" versus "Limited" and different branches can cause a miss or a false match. You see what each match is based on before you approve.
Can it convert the lead into the existing account?
That is a separate request. To convert one lead you have checked, see Convert a qualified lead in Zoho CRM.
Can it be wrong?
Yes. Two companies with similar names can match each other, and a personal email will not match a work email on the contact. Its search looks at what exists when you ask. Check the company matches before approving.
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.