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 a validation rule to a Zoho CRM field
The 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.
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
Wrong values keep getting saved
Someone types an extra zero and a deal shows ten times its real amount. A closing date lands in the past, a discount goes over what anyone can approve. Reports are wrong until someone notices, and fixing the data afterwards is slower than refusing the bad value when it is typed.
the solution
Describe the invalid value and the alert, approve
Say which field, what value should be refused, and what the alert should say:
On Deals, stop anyone saving an Amount over 1,000,000. Show the alert "Amounts over 1,000,000 need a manager".
It reads the module's fields to find the exact one, and checks whether the field already has a validation rule on that layout. Zoho allows one rule per field per layout, so if one exists it proposes adding your condition to it instead. It shows the condition and the alert, and creates the rule when you approve.
The condition describes the value to refuse, not the allowed range. You can add extra criteria, such as "only when Stage is not Closed Lost", each with its own alert.
- Reads the module's fields and its existing validation rules.
- Writes one validation rule, or adds a condition to the existing one, only after you approve.
- Uses the module's standard layout unless you name another one.
- Rules written in Zoho as functions cannot be changed here.
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 validation rules for the module.
- Create a rule on the layout and choose the field, such as Amount.
- Set the condition for the invalid value and type the alert.
- Save the rule.
One rule is quick. It gets slow when you first have to find out whether the field already has a rule, and on which layout.
questions
Frequently Asked Questions
No. A validation rule checks a record when it is saved. Existing values stay as they are, even ones the rule would refuse.
The module's fields, to find the exact one, and its existing validation rules, to see whether that field already has a rule on the layout. It does not read or change records.
Everyone who saves that module's records on that layout. A record that matches the condition cannot be saved until the value is corrected.
It can write the condition the wrong way round, as the allowed value instead of the refused one, which would block valid saves. The approval states which values are refused, so read it as "Zoho will refuse a save when ..." before you approve.
Yes. It can switch a validation rule off or on, change a condition's value or alert, or add a condition, each after approval. Deleting a rule is permanent and always asks for a final confirmation.
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 Fields and layouts
All Fields and layouts use cases- Add custom fields to a Zoho CRM moduleThe 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.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