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
Turn off an old workflow rule in Zoho CRM
The Zoho CRM AI Assistant finds a workflow rule by name or module, shows what it does and how often it ran, and switches it off once you approve. It does not delete the rule.
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
An old rule keeps sending reminders nobody wants
Reps keep getting a reminder email nobody remembers asking for. Someone set up a rule years ago, the process changed, and now nobody is sure which rule sends it or whether anything else depends on it. Deleting it feels risky; leaving it on is annoying.
the solution
Find the rule, see what it does, switch it off
Describe the rule, by its name or by what it does:
Find the old reminder workflow on Deals that emails owners about closing dates. Show what it does, then switch it off. Do not delete it.
It searches the workflow rules on the module and opens the one that matches: its trigger, its criteria and its actions, such as the email notification it sends. It can also read how often the rule ran recently. When you approve, it switches the rule off and reads it back to confirm it is inactive.
The rule, its actions and its email template stay in Zoho. You can switch it on again later. If the rule has scheduled actions already waiting to run, the approval says whether they are kept or removed.
- Reads workflow rules, their actions and their usage counts.
- Writes one change, the rule's active setting, only after you approve.
- Does not delete the rule. Deleting is a separate request, is permanent, and always asks for a final confirmation.
- If several rules match your description, it lists them and asks which one you mean.
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 Zoho CRM Setup and go to Workflow Rules.
- Filter by module and look through the rules for the one that sends the reminder.
- Open each candidate to read its trigger and actions.
- Switch the right one off.
Switching a rule off is one click. Finding the right rule among many, by what it does rather than its name, is where it gets slow.
questions
Frequently Asked Questions
No. It switches the rule off and keeps it, with its actions. Deleting a rule is a separate request, and it is permanent, so it always asks for a final confirmation, even in Full access.
The workflow rules on the module you name, the trigger, criteria and actions of the one that matches, and its usage counts for a recent period. It does not read records.
No. Switching a rule off changes only the rule. Records are not edited, and tasks or emails the rule already created stay as they are.
A rule can have actions scheduled for later, such as a reminder a week before a date. When it switches the rule off, the approval says whether those waiting actions are kept or removed, so tell it which you want.
It can match the wrong rule when several do similar things, for example two reminder rules on Deals. The approval names the exact rule and shows its trigger and actions, so check it is the one you mean.
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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