Connect Zoho Marketing Automation to Claude and ChatGPT, next to Zoho CRM and GA4

Zoho Marketing Automation knows what every email you sent did: how many people opened it, how many clicked and how many left the list. Whether those clicks became leads is in Zoho CRM, and what people did on your site is in Google Analytics 4. HeyMetra puts all three behind one address that Claude, ChatGPT and the other AI assistants use, so you can ask whether last month’s newsletter brought anyone in. Connecting Zoho Marketing Automation takes a few minutes and one Zoho sign-in.

Connect Zoho Marketing Automation in a few minutes

HeyMetra’s Zoho Marketing Automation connector runs on our servers, so there is nothing to install:

1. Sign in with Zoho. Choose Zoho Marketing Automation on the Connections screen and sign in with a Zoho user who can see the campaigns. It is its own connection, even if Zoho CRM is already connected.
2. Grant the permission Zoho shows. Reading campaigns needs one permission. If you chose to allow changes when connecting, Zoho also lists create and update, which let your AI assistant propose a campaign draft, an edit or a send.
3. Add HeyMetra to your AI assistant. Add https://mcp.heymetra.com/mcp as a custom connector in Claude, or in ChatGPT’s developer mode. In Claude Code it is one command.

Before you start, check the product name in Zoho’s menu. Zoho Campaigns is a separate product from Zoho Marketing Automation, and HeyMetra reads Marketing Automation only. The same address works in Claude, ChatGPT, Grok, Perplexity, Claude Code, Codex, Cursor and Antigravity, and every plan starts with a seven-day free trial.

Email results next to your CRM and your site

Here is a question in Claude that reads Zoho Marketing Automation and Zoho CRM at once, for a company that sells accounting software to small firms:

Claude

How did each campaign we sent in October do, and how many new leads from email did Zoho CRM get in the week after each one?

Read Zoho Marketing Automation and Zoho CRM with HeyMetra

The payroll webinar invite drew the most unique clicks, 412, and the week after it Zoho CRM recorded 37 new leads with the source Email, more than any other week in October. The product update drew 298 clicks and 11 leads. The campaign figures do not say who clicked, so this compares weeks rather than matching people.

Reply to Claude…

ChatGPT uses the same connection. Here it puts a newsletter’s clicks next to the visits GA4 counted:

ChatGPT

Our November newsletter got how many clicks, and how many of those visits did GA4 see, with how many trial sign-ups?

Used HeyMetra · Zoho Marketing Automation, Google Analytics

Zoho counted 1,284 unique clicks. GA4 has 1,061 sessions tagged with the newsletter’s campaign, and 58 of them ended in a trial sign-up. Visitors who declined cookies and clicks from mail security scanners are the usual reasons for that gap. Visits that landed on the pricing page brought 31 of the 58.

Landing page	GA4 sessions	Trial sign-ups
Pricing page	402	31
Payroll guide	388	14
Customer story	271	13

Ask anything

Grok can read the month’s sends and post the results to your team in Slack:

Grok

Post last month’s email results to #marketing: delivered, unique clicks and unsubscribes for each campaign.

Read Zoho Marketing Automation with HeyMetra

Four campaigns went out last month. The year-end checklist had the best click rate, 4.1% of delivered, and the customer newsletter the most unsubscribes, 64. I posted the summary to #marketing.

Sent to Slack with HeyMetra

Slack · #marketing

Last month, delivered / unique clicks / unsubscribes: Payroll webinar invite 11,200 / 412 / 38. October product update 10,900 / 298 / 41. Year-end checklist 8,650 / 356 / 22. Customer newsletter 9,800 / 187 / 64.

What do you want to know?

Opens are the figure to trust least. Apple Mail Privacy Protection and other mail clients load images on their own, which adds opens, while image blocking removes them, so clicks and unsubscribes say more about a send. A few more questions that work well:

• Which of our recent campaigns had the most bounces and spam complaints per thousand delivered?
• How many people unsubscribed after each of the last five newsletters?
• Did the weeks we sent two campaigns bring more new leads in Zoho CRM than the weeks we sent one?
• Which landing pages got visits from our emails last month in Google Analytics 4, and how many of those visits ended in a sign-up?

Accounts that connect to the same place

Zoho Marketing Automation is one of more than twenty accounts HeyMetra connects, each with its own sign-in or key:

• Zoho: Zoho CRM for leads and deals, and Zoho SalesIQ for live chats on your site. Our Zoho CRM guide covers the setup and Zoho’s own MCP product.
• Your site: Google Analytics 4 and Google Search Console, for visits from your emails and the searches that bring people in.
• Ads: Google Ads, so paid and email leads answer in the same question. See our Google Ads guide.
• Team: Slack and email, to send what your AI assistant found.

You add HeyMetra to your AI assistant once. Each account you connect afterwards answers through the same address.