Zoho 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. When you ask it to update a record, it proposes the change and applies it only after you approve.

1. 1

   Open Connections in HeyMetra and choose Zoho CRM.

2. 2

   Click Connect to start Zoho’s secure sign-in — authentication happens on Zoho, so HeyMetra never sees your password.

3. 3

   Sign in with the Zoho account that has access to your CRM.

4. 4

   Review the scopes Zoho shows and grant read access to your CRM data.

5. 5

   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?

Actions it can take

Every action is proposed first and runs only after you approve it — nothing changes in Zoho CRM until you say yes.

• Update a deal stage or lead status — proposed first, applied only once you approve.
• Create or edit a lead or contact you review.
• Log an activity or task against a record after you confirm.