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
Check email opt-outs before a send in Zoho CRM
The Zoho CRM AI Assistant checks a campaign or list for contacts marked Email Opt Out, or with the unsubscribe tag your team uses, before you export it. Once you approve, it removes them from the campaign, or removes the tag from them.
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
Someone opted out, and the list still has them
A contact asked to stop getting emails, and the Email Opt Out box is ticked on the record. But this week’s list was built a month ago, and the spreadsheet you hand over does not have the column. Nobody checks every row before the send.
the solution
Check the list against what Zoho CRM recorded
Tell the assistant which list you are about to use: a Zoho CRM Campaign, or a file of emails you attach. Name any tag your org uses for unsubscribes.
Check the contacts in the Spring webinar campaign for Email Opt Out and the tag Unsubscribed. After I confirm, remove them from the campaign.
It reads the contacts and leads on the list and shows the ones with Email Opt Out ticked or the tag you named, with which of the two it found.
When you approve, it removes them from the campaign, or removes the tag you name from them. For an attached file, it lists the rows to take out before you export. It does not delete contacts and does not change Email Opt Out.
- Reads campaign members, contacts, leads, their tags and the Email Opt Out field.
- Removes campaign links or tags only after you approve.
- It reads what Zoho CRM recorded only. An unsubscribe kept only in another tool is invisible to it.
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.
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
$0No card, and permanentLimited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
Need more than Max? Contact sales
questions
Frequently Asked Questions
It removes the contacts from the campaign, or removes one tag from them, after you approve. Removing a contact from a campaign also clears its member status there. Contact fields, including Email Opt Out, are not edited.
No. It does not tick or clear Email Opt Out unless you ask for that in a separate request. This check only takes opted-out people off the list you are about to use.
The members of the campaign you name, or the emails in the file you attach, and on each matching contact or lead its Email Opt Out field and tags. It does not read your email tool.
Name it in the request: a tag, a picklist value or a custom checkbox. The assistant checks the field exists before it searches.
It can only see what Zoho CRM holds. If an unsubscribe from your email tool was never synced back, or a person is on the list under a different email than their contact record, it will not catch them.
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.
Write to the team at hello@zsetup.com.
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