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Link support cases to contacts and accounts in Zoho CRM

The Zoho CRM AI Assistant finds Cases with no contact or account and matches each one to a contact by the reporter’s email. Once you approve, it sets the contact and account on the case and lists the ones it could not match.

Add to Chrome

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 case is in the CRM but not on the customer

Cases from the web form or email arrive with a name and an email address, and nothing else. Nobody links them to the contact, so they do not show on the account. The account manager calls the customer without knowing there are open complaints on the account.

the solution

Ask it to match the cases to your contacts

Say where the reporter’s email is kept and what to set:

Find Cases with no contact or account. Match each one to a contact by the reporter’s email, and set the contact and that contact’s account. Show me the ones you cannot match.

The assistant reads the cases with an empty contact or account, takes the email on each case, and searches your Contacts for the same address. When it finds exactly one contact, it proposes that contact and the contact’s account. When it finds none, or more than one, it lists the case for you instead of guessing.

Nothing is written until you approve. Then it sets the contact and account lookups on each matched case. Changes to more than 20 records at once ask for a final confirmation. It does not create contacts or accounts.

  • Reads Cases, the email on each case, and your Contacts and their accounts.
  • Writes the contact and account on matched cases only, and only after you approve.
  • It matches on an exact email address; a customer writing from a new address is listed as unmatched.
Try it on your cases More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

pricing

Start with 14 days of Plus. Stay on Free after that.

Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed 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 Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

$0No card, and permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

Need more than Max? Contact sales

questions

Frequently Asked Questions

It sets the contact and account on the cases it matched, and only after you approve. Status, owner, priority and description are not edited.

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