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.
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.
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
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.
questions
Frequently Asked Questions
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.
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.
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.
That is a separate request. To convert one lead you have checked, see Convert a qualified lead in Zoho CRM.
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.
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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