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 event attendees to a Zoho CRM campaign
The Zoho CRM AI Assistant finds the leads and contacts you name and shows which are already members of the campaign. Once you approve, it links them to the Zoho CRM Campaign with the member status you choose, such as Invited or Attended.
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 campaign record says nothing about who came
The event has a Campaign in Zoho CRM, but no members, or only the people invited weeks ago. The attendance list is a spreadsheet of emails. Linking each person to the campaign by hand, with the right status, is the step that gets skipped.
the solution
Name the people and the status
Attach the attendee list, paste the emails, or describe the people, and name the campaign and the status:
Add these attendees to the Autumn Roundtable campaign with status Attended. Match them by email against leads and contacts.
The assistant finds each person among your Leads and Contacts, and reads the campaign’s current members. It shows who it will add, who is already a member and gets the new status, and who it could not find.
When you approve, it links them to the Campaign with the member status. People it could not find are left out; ask in a separate request if you want them created as new leads.
- Reads the list you give, leads, contacts and the campaign’s members.
- Links campaign members and sets their status only after you approve.
- Matching is by email or the fields you name. A person with two records is shown so you can pick one.
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
No. It only adds the link between each person and the campaign, with its member status. Lead and contact fields are not edited, and no record is created or deleted.
The list you attach or paste, the leads and contacts that match it, and the campaign’s current members. Files can be CSV or XLSX, or the emails pasted as text.
The status you name, such as Invited, Sent, Attended or Requested demo. Use the same wording your team already uses, so your campaign reports stay consistent.
Yes. A person who is already a member gets the new status you set, and the plan shows them separately before you approve.
It matches on the email or fields you give. If an attendee signed up with a different email than the one in your CRM, it will not find them and lists them as not found. Check that list before you approve.
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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