HeyMetra Zoho CRM
AvailableAsk about leads, deals, and sales activity across your CRM.
What is Zoho CRM?
Zoho CRM manages your leads, contacts, and deals across the sales cycle. It’s the system of record for your pipeline and sales activity.
How HeyMetra works with Zoho CRM
HeyMetra reads your Zoho CRM to answer questions about leads, deals, and sales performance in plain language. Zoho CRM is a read-only source: HeyMetra reads your CRM and never changes a record.
How to connect
Secure OAuth-
Open Connections in HeyMetra and choose Zoho CRM.
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Click Connect to start Zoho’s secure sign-in — authentication happens on Zoho, so HeyMetra never sees your password.
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Sign in with the Zoho account that has access to your CRM.
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Review the scopes Zoho shows and grant read access to your CRM data.
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Back in HeyMetra, ask about your leads, deals, or pipeline — grounded in your live Zoho data.
What you can ask
- How many new leads came in this week?
- Which deals are closing this month?
- What’s my pipeline value by stage?
- Which sales reps have the most open deals?
What it reads
- Zoho CRM is a read-only source — HeyMetra reads it to answer questions and build reports, and never changes the account.
Frequently asked
Is the Zoho CRM connector available yet?
Yes — Zoho CRM works today.
What can HeyMetra answer about Zoho CRM?
Ask about leads, deals, and sales activity across your CRM. For example: “How many new leads came in this week?” or “Which deals are closing this month?”
How does HeyMetra connect to Zoho CRM?
Over secure OAuth. You sign in on Zoho CRM itself, so HeyMetra never sees or stores your password.
Can HeyMetra change my Zoho CRM account?
No. Zoho CRM is read-only: HeyMetra answers questions from it and never writes back.