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Find leads that already exist as contacts in Zoho CRM

The Zoho CRM AI Assistant lists the leads whose email matches a contact you already have, with the contact’s account and owner. Once you approve, it tags, reassigns or deletes the leads you choose.

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

Leads keep arriving for people who are already contacts

An existing customer fills in a form and lands in Leads again. A rep then qualifies someone the account owner already talks to, and the lead list keeps growing with people who should not be in it. Spotting them means checking each lead’s email against Contacts.

the solution

Match leads against contacts, then decide

Say which leads to check. For example:

Find open leads whose email matches an existing contact. Show the contact, its account and both owners.

It reads the leads you describe, searches Contacts for each email, and lists every match with the lead, the matching contact, the account and both owners. Leads with no email are left out and counted, so you know what it could not check.

You decide what happens to each match. After you approve, it can:

  • add a tag such as “Existing contact” to the leads, so you can filter them later;
  • give the leads to the contact’s owner;
  • move the leads you choose to the recycle bin. Deleting asks for a final confirmation.

It can also convert a lead you name, but converting cannot be undone, so it asks about each one. To check new leads as they come in rather than clean up the list, see Find leads that are already customers.

  • Reads leads and contacts, and the matched contacts’ accounts and owners.
  • Writes tags, lead owners or deletes, only after you approve.
  • It matches on email only; a person with a different email is not found.
Try it on your leads 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

Only the leads you approve, and only in the way you choose: a tag, a new owner, or a move to the recycle bin after a final confirmation. Contacts and accounts are not changed.

More in Duplicates

All Duplicates use cases