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 missing qualification data in Zoho CRM
The Zoho CRM AI Assistant lists the leads in a status you choose that are missing the fields you name, such as budget, company size, phone or industry. Once you approve, it creates a task for each owner to fill the gaps.
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 lead is marked Contacted, but nobody knows the budget
The status moved on, and the fields you need to qualify are still empty. Nobody asked about company size, the phone number was never added, and the next person to pick up the lead starts from zero.
the solution
Name the status and the fields, approve the tasks
Say which leads to check and which fields matter to you:
Find leads in status Contacted that are missing Budget, No. of Employees, Phone or Industry. List what each one is missing. After I confirm, create a task for each owner to fill the gaps.
It reads the leads with that Lead Status and checks each field you named. Field names differ between organizations, so it looks up the field in your CRM, including custom fields such as a budget field. It shows each lead with the empty fields and its owner.
When you approve, it creates one task per lead, assigned to the lead owner, with the missing fields in the task. It does not fill in any value itself.
- Reads leads and the fields you name.
- Writes tasks only, and only after you approve. Leads are not edited.
- A field filled with a placeholder such as "n/a" counts as filled.
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 the Leads module and create a custom view for the status you want.
- Add a criterion per field: Industry is empty, or Phone is empty, and so on.
- Add the Lead Owner column and the fields you check.
- Create a task on each lead and assign it to the owner.
The view finds the gaps, but the tasks have to be written one lead at a time, and each task has to say which fields are missing.
questions
Frequently Asked Questions
No. It creates tasks, and only after you approve the list. It does not fill in the empty fields, even when the answer looks obvious from the company name.
Because it would be guessing. Budget, company size and industry have to come from the lead or from research you trust. Once someone knows the value, you can ask it to write that value.
The leads in the status you name and the fields you list, including custom fields. It works from what your CRM recorded.
It treats a field as filled when it has any value, so "TBD" or "0" passes. If your team uses placeholders like these, name them in your request and it will list them too. A field with a different name in your CRM is looked up, so check the field names in the list match the ones you meant.
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.
More in Qualification
All Qualification use cases- Convert a qualified lead into a deal in Zoho CRMThe Zoho CRM AI Assistant converts one lead you have agreed on into a contact and account, with an optional deal using the name, stage and closing date you confirm, and adds your call notes as a note. It converts only once you approve.Explore
- Rate leads by your own rules in Zoho CRMYou state the rules, such as "Healthcare with over 50 employees is A", and the Zoho CRM AI Assistant applies them to your leads' field values and proposes a rating or tag for each. Once you approve, it writes the rating or adds the tag.Explore