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Zoho Marketing Automation MCP server · Revenue & CRM
Ask your AI how your email campaigns did
Zoho Marketing Automation knows what every email you sent actually did. This connector lets you ask it from your own AI assistant: which campaigns went out lately, how many people opened and clicked the last newsletter, and how many left the list because of it.
Connect Zoho Marketing Automation to Claude, ChatGPT, Grok, Perplexity, Claude Code, Codex, Cursor or Antigravity, with one connection, on the subscription you already pay for.
Your accounts
- Zoho Marketing Automation
- Zoho CRM
- Zoho SalesIQ
- Stripe
HeyMetra Your AI assistant 
Claude Read Zoho Marketing Automation and Zoho CRM with HeyMetra
ClaudeHow did this week’s email campaign do: opens, clicks and the leads that followed?
Read Zoho Marketing Automation and Zoho CRM with HeyMetra 41% opened, 6.2% clicked and 17 new leads reached the CRM within two days. Most clicks went to the pricing link rather than the article.
Reply to Claude…
Read-only until you allow changes, and every change waits for your approval.
Who it’s for: Marketing teams
What you can ask it
Without HeyMetra
ClaudeWhich of last month’s campaigns was followed by the most new leads?
I can’t see your Zoho Marketing Automation and Zoho CRM. Download the send dates and new leads by day and paste it here, and I’ll work it out.
With HeyMetra
ClaudeWhich of last month’s campaigns was followed by the most new leads?
Read with HeyMetra The September newsletter: 46 leads in the following three days, twice any other campaign.
Make this a PDF and email it to the team every Monday at 9:00.
- report.pdfMade by Claude
- Every Monday at 9:00Claude scheduled task
- Sent to team@yourcompany.comFrom your own address, with HeyMetra email
Without HeyMetra
ChatGPTDid search clicks rise in the week our newsletter went out?
I don’t have access to Zoho Marketing Automation and Google Search Console. If you export the send date and that week’s clicks and share it, I can compare.
With HeyMetra
ChatGPTDid search clicks rise in the week our newsletter went out?
Read with HeyMetra Yes: 14% higher than the week before, mostly on the guides the newsletter linked.
Make this a PDF and email it to the team every Monday at 9:00.
- report.pdfMade by ChatGPT
- Every Monday at 9:00ChatGPT scheduled task
- Sent to team@yourcompany.comFrom your own address, with HeyMetra email
Without HeyMetra
GrokWhich campaigns’ leads turned into deals last quarter?
I’m not connected to Zoho Marketing Automation and Zoho CRM. Upload the campaign lists and the deals with their lead source as CSV and I’ll try.
With HeyMetra
GrokWhich campaigns’ leads turned into deals last quarter?
Read with HeyMetra Leads from the webinar invite closed 9 deals; the spring sale brought many leads but 1 deal.
Email this to the team.
- Sent to team@yourcompany.comFrom your own address, with HeyMetra email
Without HeyMetra
PerplexityOver our last six campaigns, how did opens and unsubscribes move together?
I can’t reach your Zoho Marketing Automation data. Share the last six campaigns’ reports and I’ll look into it.
With HeyMetra
PerplexityOver our last six campaigns, how did opens and unsubscribes move together?
Read with HeyMetra Opens fell from 38% to 29%, while unsubscribes doubled after the two weekly sends.
Email this to the team.
- Sent to team@yourcompany.comFrom your own address, with HeyMetra email
What it can change, once you say yes
-
Draft a new email campaign
-
Change a campaign's subject line or content before it goes out
-
Send a campaign you have checked
-
Post the answer in a Slack channel you choose
Your assistant tells you in one line what it will change, and nothing reaches the account until you say yes in the chat. HeyMetra cannot undo a change afterwards. What to ask any connector that can make changes
What Zoho Marketing Automation is
What it reads
Zoho Marketing Automation is the email marketing side of Zoho: the lists, the campaigns and what each send did.
Campaigns
What went out recently, newest first, with its status, so you can find the send you mean without remembering what it was called.
Opens and clicks
How one campaign performed: how many people opened it and how many clicked through to what it pointed at.
Unsubscribes
How many people left the list after a send, which is the cost of that email that its open rate never shows.
What it costs to read your email campaigns
Pricing
Marketing Automation counts as one connector on your plan, and each Zoho organization you connect counts as one account, with nothing charged per campaign or per question. Every plan includes it.
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Most popular
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Contact us
Contact sales
Claude Code
Cursor
AntigravityFrequently asked
Is this the same as Zoho Campaigns?
No. They are separate Zoho products with separate campaign lists. A Zoho Campaigns account signs in fine and then shows no campaigns, because they live in the other product. This connector reads Marketing Automation only.
Can it see my subscribers?
No. It reads campaigns and what each one did. It does not read the people on your lists, and it cannot reach a mailing list at all.
How do I ask about one particular send?
Ask for your recent campaigns first. A campaign's results are looked up by the key that list reports, so there is no way to name one by its subject line alone. Pick it from the list and ask about that one.
A campaign I sent is missing from the list. Why?
The list arrives newest first, a page at a time, and a status filter narrows it further, so a draft never shows as a sent campaign. Ask without a filter, and let your assistant follow the next page if there is one.
Works well with Zoho Marketing Automation
Works well with
An email only matters if someone acts on it. Zoho CRM shows whether the people who clicked became leads or deals, so the two together tell you whether a send earned anything.
Ask it alongside your other accounts.
With your other accounts
Zoho Marketing Automation answers next to the other accounts you connect, in the same chat.
- Zoho Marketing Automation
- Zoho CRM
ClaudeWhich three campaigns brought the most leads this week?
Read Zoho Marketing Automation and Zoho CRM with HeyMetra Webinar invite 31 leads, case study 14, product update 9. 6 of the webinar leads have already become deals.
Email me this every Monday at 9:00.
Every Monday, 9:00Scheduled task in Claude · HeyMetra email
Done. Every Monday at 9:00 I’ll send last week’s three campaigns with the most leads to you@yourcompany.com.
Reply to Claude…
Add HeyMetra to your AI assistant
Connectors
Add your own connectorAdd custom connector
Add custom connector https://mcp.heymetra.com/mcp Add
Settings → Customize → Connectors
Security and login
Developer mode
chatgpt.com/plugins → Create https://mcp.heymetra.com/mcp Create
Settings → Security and login → Developer mode → chatgpt.com/plugins
grok.com/connectors
Bring your own MCPNew Connector → Custom
Custom connector https://mcp.heymetra.com/mcp Save
grok.com/connectors → New Connector → Custom
Plugins
Connector → Add MCP connector → RemoteAdd custom
Add MCP connector · Remote https://mcp.heymetra.com/mcp Add
Plugins → Add custom → Connector → Add MCP connector → Remote
$ claude mcp add --transport http heymetra https://mcp.heymetra.com/mcp
Added HTTP MCP server heymetra
> /mcp
✓ heymetra · connected
1[mcp_servers.heymetra]
2url = "https://mcp.heymetra.com/mcp"
$ codex mcp login heymetra
1{
2 "mcpServers": {
3 "heymetra": { "url": "https://mcp.heymetra.com/mcp" }
4 }
5}
1{
2 "mcpServers": {
3 "heymetra": { "serverUrl": "https://mcp.heymetra.com/mcp" }
4 }
5}
Setting it up 4 steps. You sign in on the provider, so no password reaches us.
Four steps and one read permission. Before you start, check the product name in Zoho's own menu: this reads Marketing Automation, and Zoho Campaigns is a different product that signs in happily and reports nothing.
- 1
Connect it separately from Zoho CRM and SalesIQ
Choose Zoho Marketing Automation on the Connections screen. One Zoho sign-in covers several products, but each grant is its own.
Marketing Automation is not Zoho Campaigns. They are different products with different campaign lists, and a Campaigns account will sign in happily and report nothing.
- 2
Sign in as somebody who can see the campaigns
On Zoho's own screen. Your password never reaches HeyMetra.
- 3
Grant the one read permission
Campaign READ. If you chose to allow changes, Zoho also lists campaign CREATE and UPDATE, which is what lets your assistant propose a campaign, an edit or a send. A read-only connection can do none of those, and nothing here reads the subscribers themselves.
- 4
Add HeyMetra to the assistant you use
Claude, ChatGPT, Grok, Perplexity, Claude Code, Codex, Cursor or Antigravity. The campaign tools appear there: which campaigns went out, and what each one did.
Ask for the list of recent campaigns first, then about the one you want. A campaign cannot be looked up by its subject line.
Then add HeyMetra where you ask
When it does not work 2 common problems and how to fix each one.
Two things go wrong here, and one of them is not this connector at all: the campaigns live in Zoho Campaigns rather than Marketing Automation. The other is a list filtered down further than you meant.
- It connects and reports no campaigns at all.
- Usually a Zoho Campaigns account rather than a Marketing Automation one. The sign-in succeeds because it is the same Zoho account; the campaigns live in the other product.
- Check the product name in Zoho's own menu. If it says Campaigns, this connector cannot read it and HeyMetra has no connector that can yet. Ask your assistant to send us a request for it, so it is counted.
- Recent campaigns are missing from the list.
- The list comes back newest first, one page at a time, and asking for one status narrows it further. A draft is not a sent campaign.
- Ask without naming a status, and ask for the next page if there is more than one.
Ask how your last newsletter did
Add it to HeyMetra once, then ask about opens, clicks and unsubscribes in plain words.
Or read the same steps on GitHub: zeisoft/zoho-marketing-automation-mcp.