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Solutions · Marketing teams

See how each send did and how many leads came in, in your AI assistant.

Connect Zoho Marketing Automation, Search Console and Zoho CRM once. Ask about each send, your search traffic and the leads that came in.

Try free for 7 days Questions
  • Zoho Marketing Automation
  • Zoho CRM
  • Email
Claude
Which 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…

The accounts you already use.

Accounts

For marketing teams: HeyMetra connects your email campaigns, Search Console and CRM to your AI assistant, so you ask what each send did and how many leads came in, from live numbers.

Send the answer on to Slack Telegram Email

Ask it the way you would ask a colleague.

Questions

Same question, same AI assistant. On the left it cannot see your accounts; on the right it reads them, answers and sends the report.

Without HeyMetra

Claude
Which 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

Claude
Which 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

ChatGPT
Did 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

ChatGPT
Did 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

Grok
Which campaigns brought the leads that turned into closed deals this quarter?
I’m not connected to Zoho CRM and Zoho Marketing Automation. Upload the campaigns and the deals with their lead source as CSV and I’ll try.

With HeyMetra

Grok
Which campaigns brought the leads that turned into closed deals this quarter?
Read with HeyMetra
Webinar series leads closed 9 deals; the spring newsletter, 2.
Email this to the team.
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

Perplexity
Over 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

Perplexity
Over 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

Set it up once. Then just ask.

How it works
  1. 01

    Connect your accounts

  2. 02

    Add HeyMetra to your AI assistant

  3. 03

    Ask

Where each assistant adds it

It reads freely. It changes nothing without you.

Trust
How approval works

You might be wondering

Do you cover Google Ads and Meta?

Google Ads, Meta and Google Analytics 4 are coming, and each is marked live here the day it ships. Zoho Marketing Automation, Google Search Console and Zoho CRM work today.

What does it cost?

Each plan has one monthly price, shown below, and the first 7 days are free. Plans differ in how many accounts you connect and how many people use them, and every live connector works on every plan. Forgot to cancel the trial? Write to us within 24 hours of the first payment and, if HeyMetra has not been used since, we refund it in full.

Can it change anything in my accounts?

Only in an account you allowed to take changes when you connected it. Your AI assistant says in the chat what it wants to change, and nothing changes until you say yes there. HeyMetra cannot undo a change afterwards.

Plans and what each one covers.

Pricing

For the accounts on this page we suggest Pro.

  • Starter

    For one person starting with their main account.

    $6$5/mo

    billed monthly $60 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 2 connectors at once
    • 2 accounts across them
    • 1 seat
    • Unlimited conversations

  • 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
    • 10 accounts across them
    • 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
Compare plans →

Try it on your own accounts.

Try free for 7 days