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 custom fields to a Zoho CRM module
The Zoho CRM AI Assistant creates up to five custom fields at a time, each with the type you describe, and places them in a section of the layout. It shows every field and its place first, and creates them once you approve.
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 new field means another round in the layout editor
Sales wants to record the competitor on each deal, the contract start date and the partner who brought it in. Each field needs a type, options, a place on the form, and a check that a field with that name does not already exist. It is easy work that keeps getting pushed to next week.
the solution
List the fields, say where they go, approve
Name the module, the fields with their types, and where they should appear:
Add three fields to Deals: Competitor (picklist: Vendor A, Vendor B, Other), Contract Start (date) and Partner (lookup to Accounts). Put them in a new section called "Competition" on the standard layout.
It reads the module's fields and the layout, checks the names are free, and shows each field with its type and options and the section it goes into. When you approve, it creates the fields and reads them back, then places them on the layout. Creating fields and changing the layout are two separate changes in Zoho, and each is shown for approval.
Supported types include text, text area, email, phone, URL, number, decimal, currency, percent, checkbox, date, date and time, picklist, multi-select picklist, lookup, user lookup, file upload, auto-number and formula.
- Reads the module's fields and layout.
- Writes up to five custom fields and their place on the layout, only after you approve.
- A user lookup field always asks for a final confirmation, because Zoho may share records with the users it names.
- A field's type cannot be changed later. Check the type on the approval.
- Zoho keeps some labels for itself, such as "Score" and "ID". The assistant refuses those before anything is created and suggests a longer name, such as "Deal Score".
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 the module's layout.
- Drag each field type onto a section, or add a new section first.
- Set each field's label, options and properties.
- Save the layout.
One field takes a minute. It gets slow with several fields across modules, picklist options to type in, and checks that no field with the same name exists already.
questions
Frequently Asked Questions
No. A new field starts empty on every existing record. Nothing else on the module changes, and existing fields are not edited.
Yes, written in Zoho's own formula syntax, which it checks before showing the approval. A formula recalculates only when a record is saved, so existing records stay empty until each one is next edited. A formula cannot read a field on a related record.
Yes. Whether a field is required is set on the layout, and it can set that when it places the field. To make a field mandatory only at a certain stage, see Require a loss reason on lost deals.
It can choose a type you did not mean, such as a number where you wanted currency. The type cannot be changed afterwards, so a wrong one means creating the field again. Check every type and option on the approval.
The module's existing fields, so a new name does not clash with one already there, and the layout with its sections, so it can place the fields. It does not read or change records.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The number of custom fields allowed depends on your edition. 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 Fields and layouts
All Fields and layouts use cases- Add a validation rule to a Zoho CRM fieldThe Zoho CRM AI Assistant creates a validation rule that stops a record being saved when a field holds a value you describe as invalid, and shows the alert you write. It shows the rule first and creates it once you approve.Explore
- Require a loss reason on lost deals in Zoho CRMThe Zoho CRM AI Assistant creates a layout rule that shows a loss reason field and makes it mandatory when a deal's Stage is set to Closed Lost. It shows the rule first and creates it once you approve.Explore