Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

Hello everyone,

We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM.

As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers incredible predictions and recommendations to improve customer relationship management. However, some users have faced challenges in handling advanced requirements or maintaining control over their data for custom AI tasks. To address this, businesses often leveraged Catalyst’s QuickML—a platform enabling custom machine learning models.

Previously, using Quick ML required exporting CRM data into Catalyst, which was time-consuming and cumbersome. Now, by integrating with Catalyst, QuickML capabilities can be accessed directly within your CRM environment.
​

Why choose custom AI solutions through Catalyst’s QuickML integration?  

Custom AI solutions allow businesses to tailor machine learning capabilities to fit their specific organizational needs, addressing use cases that go beyond the default predictions and insights offered by Zia.

Let’s explore an example to understand its impact better:

In small businesses, sales managers typically use CRM to track customer interactions and close deals. In contrast, larger organizations like Zylker Health often have dedicated data science teams that need advanced tools to analyze CRM data and forecast key outcomes. For example, using patient data, they can customize QuickML to predict health trends for the coming year, enabling proactive outreach to patients requiring intensive care and helping prevent critical health issues.
By integrating Catalyst’s QuickML with CRM, organizations can:
  • Gain complete control over their data for cleansing, processing, and algorithm optimization.
  • Build end-to-end no-code machine learning pipelines directly within CRM, saving time and streamlining processes.
  • Tailor AI models to fit complex use cases specific to their organization.

QuickML: A no-code ML pipeline builder  

QuickML empowers users to create test efficiently, and deploy custom machine learning models. It allows users to perform the following tasks seamlessly:
  • Fetch datasets via data connectors.
  • Conduct data pre-processing with intuitive operations.
  • Build pipelines for various machine learning tasks using advanced algorithms.

Benefits of Custom AI Solution:

  • Eliminates data transfer challenges: Users no longer need to export CRM data into Catalyst, saving time and effort.
  • Provides data control: Businesses gain complete control over data processing, cleansing, and algorithm optimization.
  • Enables tailored solutions: Users can create AI solutions for specific business requirements seamlessly within the CRM environment.

Notes
It is currently supported only in US, EU, IN data centres. 

That’s all for this announcement! Please share your feedback in the comments below. For more details on the integration, check out our help document 




        • Recent Topics

        • Ability to Change Custom View After Cadence Creation

          Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is

        • Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

          Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and

        • Note not being pulled for other modules in email template

          Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate

        • Grouping payments to match deposits

          Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

        • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

          We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

        • Pre-fill TO and CC fields for Email Templates

          This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

        • Pick list - Cannot save list "Special Characters not Allowed" error message

          Bulk uploading values. All values are pretty standard - with the exception of a "-" (dash). Like:  Industry - Prepared Food Is the simple dash a special character too? Jan

        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

        • Flow with CRM

          Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

        • Making the Resolution Tab Mandatory

          Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to

        • Customize your calendar based on personal preferences

          Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options

        • Remove County field from Customer Address input screen (or allow input to be deleted)

          We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

        • Notificación de cumpleaños

          Hola: Se puede enviar alguna alerta de felicitación al personal que cumple años, que se dispare solo? Si existe como se puede hacer? Saludos

        • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

          Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

        • Callback URLs

          I need to connect to an external service through an API that requires me to provide a Callback URL so that a status update can be sent back when the API request has been processed. Is there a way to do this in Creator without having to use a middleware

        • Email signature not being included if user creates ticket / sends email

          When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie

        • Pulling Specific Products from Sales Orders in Books to a CRM Record

          We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

        • Zoho Notebook window ignores taskbar

          When maximized to full screen, the Zoho Notebook window ignores the presence of the taskbar and overlaps it. What could be the problem? Linux Mint 22 Cinnamon. Zoho Notebook 3.2.0

        • Document images

          We used to be able to rotate the images but this has now been removed ???

        • Auto-Create OneDrive Folder Structure Upon Lead Creation

          Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

        • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

          Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update

        • Join ZohoPeers - A New Community Discord Server for Zoho Users!

          Hello Zoho Community, We would like to invite you to join ZohoPeers, a brand new Discord server created to complement the official Zoho community forum. Please note, this server is not meant to replace or detract from the official forum, which remains

        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

        • KB Templates

          * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.

        • Zoho CRM Reports Module on Mobil App

          I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

        • Contacts Don't Always Populate

          I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

        • Calendar View for Zoho Tickets

          Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

        • Zoho Projects Android app update - List view enhancement

          Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,

        • Projects Multiselect API

          Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST

        • Print PO receipt

          Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

        • On the US Data Centre rather than the UK but dont know how to migrate it

          We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round

        • Zoho Sheet Custom function column showing Error #EVAL!

          Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,

        • How to add a Data Updated As Of: dynamically in text?

          I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

        • Employees can not add some expenses suddenly

          Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

        • Create Your Own Issue Management System

          Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects

        • Resource utlisation

          Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.

        • Ask the experts - A live Q & A discussion on Zoho Recruit

          We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based

        • Bug - OTP (email) and No Duplicates

          Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

        • Personal Facebook page posting instead of Business Page

          I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?

        • Fixed asset management

          I want to know if there is any individual module for fixed assets management

        • Next Page