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Delete test records in Zoho CRM

The Zoho CRM AI Assistant finds test records by the rule you give, such as a test email domain or a Test tag, and shows you the exact list. After a final confirmation it moves them to the recycle bin, where they can be restored for 60 days.

Add to Chrome

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

Test records are still in the pipeline

During setup someone created leads to try a web form, a workflow and an import. Months later they still show up in views and reports. Nobody deletes them because it is not clear which are test records and which are real, and a mass delete feels risky.

the solution

Give the rule, check the list, confirm

Say what makes a record a test record. For example:

Find leads with an email at test.example or the tag Test. Show me the exact list, then delete them after I confirm.

It finds the records that match your rule, in the module you name, and shows the exact list with the reason each one matched. Read it and remove any record you want to keep.

When you approve, it moves those records to the recycle bin, up to 100 per request. Deleting asks for a final confirmation. Workflow rules that run on deletion run for these records too.

The records stay in the recycle bin for 60 days and can be restored exactly as they were. After 60 days they are gone for good.

  • Reads the module you name and the fields in your rule.
  • Moves records to the recycle bin only after you approve and confirm.
  • It deletes only what matches your rule; it does not decide on its own what looks like a test.
Try it on your leads More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

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.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed 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 Max

Billed 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 permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

By hand

Without the assistant

Not ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.

See the steps

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.

  1. Open the Leads module and create a custom view with your rule, for example Email contains the test domain.
  2. Check the list.
  3. Select the records and delete them.
  4. Repeat for each rule and each module.

It gets slow when test records match more than one rule, or sit in several modules, because each rule needs its own view.

Add to Chrome

questions

Frequently Asked Questions

No. It deletes only the records in the list you approve, and asks for a final confirmation first. Records that do not match your rule are not touched.

More in Deleted records

All Deleted records use cases