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Zoho SalesIQ MCP server · Revenue & CRM
Ask your AI about the chats on your website
Zoho SalesIQ is the chat window on your website, where people ask before they are anybody’s lead. This connector lets you ask it from your own AI assistant how many chats came in, how many went unanswered, and which days your visitors actually write.
Connect Zoho SalesIQ to Claude, ChatGPT, Grok, Perplexity, Claude Code, Codex, Cursor or Antigravity, with one connection, on the subscription you already pay for.
Your accounts
- Zoho SalesIQ
- Zoho CRM
- Zoho Marketing Automation
- Google Analytics 4Soon
HeyMetra Your AI assistant 
Claude Read Zoho SalesIQ with HeyMetra
ClaudeWhich chats went unanswered yesterday, and what did the visitors ask?
Read Zoho SalesIQ with HeyMetra 9 chats went unanswered; 5 asked about pricing for teams. Two of those visitors left an email, so they can still get an answer today.
Reply to Claude…
Read-only until you allow changes, and every change waits for your approval.
Who it’s for: Sales & support
What you can ask it
Without HeyMetra
ClaudeOn our busiest chat days, did new leads in the CRM rise too?
I can’t see your Zoho SalesIQ and Zoho CRM. Download chats by day and new leads by day and paste it here, and I’ll work it out.
With HeyMetra
ClaudeOn our busiest chat days, did new leads in the CRM rise too?
Read with HeyMetra Tuesdays bring 31% of chats but only 18% of new leads.
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
ChatGPTHow many chats went unanswered this week, and how many of those visitors became leads anyway?
I don’t have access to Zoho SalesIQ and Zoho CRM. If you export this week’s chats and the CRM’s leads and share it, I can compare.
With HeyMetra
ChatGPTHow many chats went unanswered this week, and how many of those visitors became leads anyway?
Read with HeyMetra 23 chats went unanswered; 6 of those visitors filled in a form and are now leads.
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 pages do chats start on, and how many search clicks do those pages get?
I’m not connected to Zoho SalesIQ and Google Search Console. Upload chats by page and clicks by page as CSV and I’ll try.
With HeyMetra
GrokWhich pages do chats start on, and how many search clicks do those pages get?
Read with HeyMetra /pricing starts 44% of chats and takes 1,900 search clicks a month.
Email this to the team.
- Sent to team@yourcompany.comFrom your own address, with HeyMetra email
Without HeyMetra
PerplexityWhich department answers slowest, and do its chats turn into deals less often?
I can’t reach your Zoho SalesIQ and Zoho CRM data. Share response times by department and deals by source and I’ll look into it.
With HeyMetra
PerplexityWhich department answers slowest, and do its chats turn into deals less often?
Read with HeyMetra Support answers in 4 min on average, sales in 1; support chats turn into deals half as often.
Email this to the team.
- Sent to team@yourcompany.comFrom your own address, with HeyMetra email
What it can change, once you say yes
-
Reply to a visitor in a live chat
-
Post the answer in a Slack channel you choose
-
Send the answer to your Telegram chat
-
Email the answer from your own mail account
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 SalesIQ is
What it reads
Zoho SalesIQ is the live chat and visitor tracking on your website. It is where somebody who is not yet a lead asks their first question.
Chats
How many conversations came in over a period and how many were left without a reply, which is the number worth checking first.
Departments
Which team took the chats, so you can see where the load actually sits rather than where you assumed it did.
Busy days
When visitors write in, by day of the week, which is what staffing the chat window around real demand needs.
What it costs to read your live chat
Pricing
SalesIQ counts as one connector on your plan, and each portal you connect counts as one account, with no charge per chat or per question. Every plan can connect it.
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Most popular
Pro
For a small team running several accounts together.
$19$15.83/mo
billed monthly $190 billed annually, save 17%
Try free for 7 daysTry free for 7 days- 5 connectors at once
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- 2 seats
- Unlimited conversations
-
Superior
For teams and agencies with many accounts to connect.
$49$40.83/mo
billed monthly $490 billed annually, save 17%
Try free for 7 daysTry free for 7 days- 50 connectors at once
- Unlimited number of accounts
- 3 seats
- Unlimited conversations
-
Enterprise
For organizations with custom scale and security needs.
- Custom connectors
- Custom accounts
- Custom seats
- Unlimited conversations
Contact us
Contact sales
Claude Code
Cursor
AntigravityFrequently asked
Do I need to connect it if Zoho CRM is already connected?
Yes. They are two Zoho products behind one sign-in, and a grant on one gives nothing to the other. Choose Zoho SalesIQ on the Connections screen and sign in again.
Why are the chat counts lower than my SalesIQ dashboard?
The account that signed in is probably attached to one department, and SalesIQ only shows it that department's chats. Reconnect as an administrator, or as an operator in every department you want counted.
Can it reply to visitors or send chat messages?
Not if you connected it read-only: then it cannot start a chat, answer one or message a visitor. If you allowed changes, it can propose a reply, and the reply is not sent until you approve it.
We run live chat on two websites. Does one connection cover both?
No. SalesIQ calls each site a portal, and one connection is one portal. Connect again and pick the second one, then ask about each by name.
Works well with Zoho SalesIQ
Works well with
A chat is often the first time someone speaks to you, and the lead they become lives in Zoho CRM. Read the two side by side to see which conversations turn into pipeline and which are left unanswered.
Ask it alongside your other accounts.
With your other accounts
Zoho SalesIQ answers next to the other accounts you connect, in the same chat.
- Zoho SalesIQ
- Zoho CRM
ClaudeWho asked about pricing this week, and from which companies?
Read Zoho SalesIQ and Zoho CRM with HeyMetra 12 chats asked about pricing; 8 of the visitors are in the CRM and 3 already have an open deal: Acme, Harbor Foods and Atlas Group.
Email me this every Friday at 4 pm.
Every Friday, 4 pmScheduled task in Claude · HeyMetra email
Done. Every Friday at 4 pm I’ll send that week’s pricing questions, with companies, 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 5 steps. You sign in on the provider, so no password reaches us.
SalesIQ is its own connection even if Zoho CRM is already connected, and the account you sign in with decides which departments are counted. Five steps, mostly on Zoho's screens.
- 1
Connect it separately from Zoho CRM
Choose Zoho SalesIQ on the Connections screen even if Zoho CRM is already connected. They are different products behind one sign-in, and a grant on one carries nothing to the other.
- 2
Sign in as somebody who can see the chats
On Zoho's own screen. SalesIQ scopes what an operator sees by department, so the account you use decides which conversations HeyMetra can count.
An operator attached to one department produces figures for that department, which reads as a quiet site rather than as a narrow view.
- 3
Grant the two read permissions
Portals and conversations, both READ, and nothing about your CRM. If you chose to allow changes, Zoho also lists conversations CREATE, which is what lets your assistant propose a reply to a visitor. A read-only connection cannot send a chat message or reply to one.
- 4
Pick the portal
SalesIQ calls a site a portal, and an account can hold several. One HeyMetra connection is one portal; connect again to add another.
The portal's screen name is part of every address HeyMetra calls, which is why it is chosen here rather than guessed later.
- 5
Add HeyMetra to the assistant you use
Claude, ChatGPT, Grok, Perplexity, Claude Code, Codex, Cursor or Antigravity. The chat tool appears there and answers from the live portal.
Then add HeyMetra where you ask
When it does not work 2 common problems and how to fix each one.
Both things that go wrong here look like a quiet website, and neither is. One is an account attached to a single department, the other a second site that lives in a different portal.
- The chat figures are far lower than the SalesIQ dashboard shows.
- The account that authorised it is attached to one department rather than all of them, so it can only see that department's conversations.
- Reconnect as an administrator, or as an operator attached to every department you want counted.
- Another site's chats are missing.
- A connection carries one portal, and that site is a different portal.
- Connect SalesIQ again and pick the other portal. Each connection is asked about by name.
See how many chats nobody answered
Add your portal to HeyMetra once, then ask about last week's chats from the assistant you already use.
Or read the same steps on GitHub: zeisoft/zoho-salesiq-mcp.