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 available for the Enterprise and Ultimate Editions.
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

        • Changing the installed folder name in Workdrive

          Hello, I have a problem with filename length causing me system problems. My company name is Motorsport-Developments. This means my workdrive is: c:\Zoho WorkDrive (Motorsport Developments) Because my folder and filename structure has to include very long

        • Custom module in CRM - Would like to have a pdf report of a record once approved and closed.

          Hello I am using the custom module in CRM to create a non-conformance report process. Sometimes the process requires us to send a report once completed and closed to an external person, in the form of a pdf. Is this something I can build into a workflow

        • Lock a mail merge doc in Writer

          Short story I've created some CRM merge docs in Writer and I'm sick of staff changing fonts and layout on a whim. All they need to do is hit Finish and Merge then print the doc. Is it possible to make the docs read only to everyone without admin account or to require a password to save? While I think about it can the doc merge the data fields automatically when it opens rather than hitting "Finnish and Merge"?

        • Does setting and content of the customer's demo account still going on after they buy Zoho One?

          Hello, Does setting and content of the customer's demo account [created by a partner] still going on after they buy Zoho One?

        • Capturing page referrer of Forms

          I have a form created in ZMA 2.0 and am reusing it on many different pages on my wordpress website. I want to be able to captured the page URL against the lead that fills in the form. I have found these instructions : https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/settings/marketing-channels/articles/web-pages

        • Bug with copying workflows

          This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone a

        • My followed tickets extension is not working under the All departments view

          Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

        • ワークフローでの自動返信メールについて

          Zoho Deskについて、この場を借りて質問させていただけたらと存じます。 【やりたいこと】 wordpressのフォームから送信された問い合わせ内容をDeskにて管理。 フォームからお問い合わせが送信されデータが作成された時点で、受理した内容のメールを自動で返信したく設定しております。 【状況】 テスト送信を行い、 ・フォームから送信された内容が正常にデータとして新規作成される ・フォームのメールアドレス欄に入力したアドレスがDeskお返信時のTOに挿入されている ・Deskからの返信が正常に届く

        • Referencing a record's parent record

          I have a form Application with a subform Tools. Tools is a form in its own right, and I have a view of All Tools. However, I can't find a way to show in All Tools which Application each tools record is associated with (unless I add a lookup field for

        • Translation in Zoho CRM now supports various regional languages

          Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine

        • Samsung watch zoho app

          Hi, is there a way to see zoho mail on the samsung new watch? Or are there any zoho apps that can be installed on the new samsung watch 5 or 6?

        • Two way sync between Bookings and Zoho Mail Calendar

          Is there a way to enable a two-way sync between Bookings and the Zoho Mail Calendar? As far as I know, it is only possible to check conflicts from Bookings and push meetings from Bookings to the Calendar. However, when I press the sync button, appointments

        • Employee Sharing Platform

          Hey, I have a group of companies that share employees and crews. I would like a platform where somebody (person A) who needs help can post the job and then other crew leaders can bid on the job (with an hourly rate or something like that). Person A can

        • Language barrier and impossible support process from Zoho One support

          Support for any Zoho One product is proving to be impossible... Long tickets and chats that drone on for simple inquiries, often several requests by Zoho support to re-phrase or clarify perfect, concise questions. After you do so, which takes at least

        • Flow error "given url is wrong"

          when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

        • Is PageSense included in Zoho One?

          PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as

        • Automation #3 - Auto-sync email attachments to tickets

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

        • Project and Workdrive relationship

          Hello, Since Zoho Project is linked/associated with Workdrive, is there any way to fetch the ID of the Workdrive Folder associated with a Project from the Get a Project API?

        • Zoho Expense suddenly not working on iPhone X Max

          With the last app update -- which it appears was 3 days ago -- Zoho Expense no longer works on my Apple iPhone X Max. (7 year old phone) I updated both the phone AND Zoho Expense -- and when I click on it...it starts to open...then just disappears. It

        • Invalid Value Passed in customer_name API

          Hello, I am trying to send data from zoho creator to zoho books, while doing that it throws me an error {"code":4,"message":"Invalid value passed for Customer Name"} This is the code: void BooksIntegration() { mapp = Map(); mapp.put("contact_name","Bhavik");

        • Thermal Printed Receipt

          Hi, It seems ZB supports thermal printer invoices as it has ready templates for it with page sizes suitable for thermal paper rolls, but what about payment receipts? customer receipts are even more important since they record the payment done by the customer!

        • How to transfer emails from G Suite to Zoho Mail account?

          Check out Advik G Suite Migration Tool for Windows. This software is socially designed to migrate from G Suite to another cloud email server. During migration process the software maintain the key elements and folder hierarchy in as it is form. Hence no data loss or modification will take place. Steps to move from G Suite to Zoho Mail account; Step 1. Launch Advik G Suite Migration Tool. Step 2. Enter G Suite login credentials and click Next. Step 3. Select mailbox folders and click Next. Step 4.

        • Zoho Feedback: User Experience with Zoho One Suite

          Hello, I appreciate Zoho’s commitment to creating valuable products, and I'd like to share some feedback based on our experience with the Zoho apps within the Zoho One Suite. Firstly, I feel that the user experience would be greatly improved if the look

        • Stripe payments via Books invoice link missing email - affects fraud detection

          Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more

        • Item/service subtotal

          Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

        • Version History - in Enviroments

          Currently the version history in Enviroments doesn't show: User who pushed the change into Production Date this was pushed into Production This would be very useful for audit tracking purposes. Can this please be added to the Roadmap? Many thanks!

        • invalid_client error.

          Hi, I am getting invalid client error while fetching Access token from grant token.

        • Brand Indicators for Message Identification(BIMI) support in Zoho Mail Android app

          Hello, everyone! In the latest Android version(v2.7.7) of the Zoho Mail mobile app, we have brought in support for Brand Indicators for Message Identification. Now, the brand's logos and verification mark will be displayed on the email. Brand Indicators

        • Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

          How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=

        • Zoho CRM Integration Form + Custom Fields

          Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.

        • How can i download and secure all my mails from the archive folders?

          Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir

        • Zoho CRM for Outlook hanging

          We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's (not 365 on the web), when we try to link an email in Outlook

        • Error when making API to fetch objects from AWS S3 bucket.

          I have a serverless app/function that in z-flow, that makes a GET request to AWS S3 bucket, but sometimes I get error which states that the "Execution exception : 'Invoke url response content length cant be greater than 5 MB' at line number 17. Resolve

        • Side-by-side feature list, comparing One to other apps?

          Hello, I am going through some changes in my business, and evaluating my Zoho subscription. I currently pay for Zoho One, but only use Books and Social. I see that Zoho One is noted to have "Enterprise-level" features in each app. Since Books and Social

        • Workdrive on Android - Gallery Photo Backups

          Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

        • Subform on Detail Page (Standard) - Add Row Button - Validation / Disable Add Row?

          It is possible to validate subform fields on the Edit page using Client Script. However, there appears to be no way to validate rows added using the Add Row button on the Detail page. This allows users to circumvent all validation and add invalid rows

        • Get Workflow Metadata via API

          Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.

        • pages over forms

          Is it possible to build pages and have custom css /design and backend forms on C6?

        • How to add new links on the "Quick Links" app on the Zoho People Dashboard?

          There doesn't seem to be any option to add, delete or edit the links on the "Quick Links" app on the Zoho People Dashboard. How can that be done be a user/employee?

        • Prevent subform editing on a module's detail's page

          Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the

        • Next Page