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

        • Zoho CRM's new Homepage component: See all your activities in one powerful view!

          Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
        • No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

          Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros
        • Add an option to start zobot when user clicks the Chat with Us button

          I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized
        • Ticket list sorting is now supported in the latest version of the Desk Android mobile app.

          Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view.   Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app either
        • Mass delete leads

          How do I mass delete leads in ZMA? I want to delete leads that have not opened emails in 6 months. But I can only select 200 at a time - there are thousands.
        • Creator v5, v6 and v8 for Zoho One

          Greetings, I hope find all doing well and safe. I was browsing the Zoho One page, where the details of each application's plans are outlined (https://www.zoho.com/one/plan-details.html?prd=zcreator). I noticed there are three versions available for Creator
        • Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled

          Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes
        • Customer Account Statement

          Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment
        • move or clone the custom layout

          Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR
        • How to restart the timer for the 'First Response' field associated with an SLA.

          Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.
        • Invoice filter issue

          Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combination
        • Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."

          I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address
        • How to delay automatic retainer invoice

          Hi, we would like to use the functionality that there is a retainer invoice created automaticaly, when the customer accepts the offer. The "problem" is that the mail with the retainer invoice is sent imediatelly to the customer, which is kind of "impolite".
        • Refresh token not appearing

          Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,
        • Quote item header via api

          Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quote
        • Decrypting Secrets Returned by Zoho Vault API

          Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",
        • copy the row to the end of table if under condition

          Hi, my table is created from zoho forms entry. Lat's say that column 3 has value 1 or 2. when the value is 1, no action is needed but when the value is 2 I would like that entire raw was automatically copied to the next row - it is the end of the table.
        • my seo title , keyword and discription are not reflecting

          I added seo title, description, and keyword on my products but they are not reflecting. Please resove this problem.
        • Integrate WhatsApp and ZohoOne

          What is the most recommended application or tool to integrate WhatsApp and ZohoOne? That allows, for example: - When a new lead is generated in Zoho CRM, the lead automatically receives a message by WhatsApp. - In line with the previous point, schedule
        • Allow Zoho Cliq Admins to Manage External Channels Without Joining

          Dear Zoho Team, Greetings! As a Cliq admin, I can create external channels, but there is currently no way for me to invite external users to these channels without being a part of them. There are scenarios where, as an admin, I only need to set up the
        • Invite External Users to Channels via Zoho Cliq Mobile App

          Dear Zoho Team, Greetings! Currently, Zoho Cliq allows us to invite external users to an external channel through the web interface. However, this functionality is not available in the mobile app. We kindly request the addition of this feature to the
        • Deluge help - Looping in Zoho CRM

          Hi! I am trying to create a function and struggling as I cannot get the function to repeat without. breaking. Trying to write a function (currently doing through schedule) to run daily. Searching for tasks that are 90 days or more overdue. If task is
        • Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community

          ¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos
        • Assistance Required: Email Authentication Issue (SPF/DKIM) for Domain clearskyaerials.net

          Dear Support Team, I hope this email finds you well. I am experiencing an issue with my email services after linking my domain clearskyaerials.net (hosted on Zoho) to WordPress for website building. I am unable to send or receive emails, and the following
        • ZOHO MAIL not loading

          Hello, My zoho mail is not loading. Both my desktop version and in google chrome. It opens but then doesn't load any charts. Are there any issues and how fast will it be resolved? Rafal.
        • Zoho Storage Limit in Account where Multiple Emails are Accessed

          I have a main email account but also access three other email accounts set up in Zoho regularly so I set them up under my main account. Each account should have its own storage. However, I recently got a notification that my email was reaching its storage
        • Not Getting Emails

          I am not getting any emails. All DNS is correct. I have been waiting for over an hour for my test email from my personal Gmail account to arrive into my Zoho Mail.
        • Unable to receive emails from WordPress website contact forms.

          MX records are set up correctly, and email routing is set to remote. I am using WPForms on my website, which has been configured to send notifications to my Zoho mail. When I configure the notifications to my gmail account it works perfectly but I want
        • Zoho Support is Dysfunctional & Don't Know Their Own Support Hours

          Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through
        • Not receiving emails; sending fine

          I got my last email at 5:09 MST this morning, but I'm not receiving any right now. I've made no changes to my MX records recently, and when I check them, they point to Zoho mail.
        • Unable to parse JSON field in New Query Table

          I have a multiple level JSON field which I am unable to parse. "Complete Blocks"."EVENT_SCORES_JSON":"OverallScore" as Score The above line returns the full "Complete Blocks"."EVENT_SCORES_JSON" field as a Text type field i.e { "OverallScore" : XX, ect...
        • Can Send Emails But I am not Receiving emails in Zoho Account

          I have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need
        • Canvas List View Not Saving

          Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message
        • tidak dapt menerima email

          saya menggunakan email zoho gratis melalui DNS RUMAH HOSTING, semua instruksi MX, DKIM, dll saya sudh ikuti sesuai petunjuk,,,namadomain saya poyakumsahira.org , mohon bantuannya
        • How to lookup What_id to create a task in Zoho CRM?

          I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I
        • Generate a Zoho Sign link

          From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
        • Improve Payoneer integration with Zoho Books

          Payoneer integration with books need to be improved, it doesnt work if your base currency doesnt match with the currency of payoneer account even though base currency has nothing to do with payoneer account's specially when we're integrating payoneer
        • Blueprint and SLA violations reports on Zoho Analytics

          We want the Blueprint and SLA violations reports to be placed into the Helpdesk Reports folder on Zoho Anaytics by Zoho. We don't know the rules behind these dashboard kind of reports on Desk so it would take us a lot of trial and error to create them on Analytics by ourselves. Please help us out by directly creating the templates for these reports on Analytics.
        • Possible to freely prompt/query CRM data using Zia?

          Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an
        • [Webinar] A recap of Zoho Writer in 2024

          Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. There
        • Next Page