Zoho CRM Marketing

Zoho CRM Marketing MCP Connector for Claude

A+

Manage marketing campaigns, track campaign leads and contacts — full marketing automation in Zoho CRM.

6 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect Zoho CRM to any AI agent — manage your entire CRM without switching tabs.

What you can do

  • Leads — Search and create leads with source and status tracking
  • Contacts — Find and create contacts linked to accounts
  • Accounts — Search companies and organizations
  • Deals — Search, create, and track deals through pipeline stages
  • Notes — Create notes attached to any CRM record
  • Generic List — Query any Zoho CRM module directly

Who is this for?

  • Sales Reps — CRM at your fingertips through AI
  • BDRs — Quickly qualify and create leads
  • Sales Managers — Pipeline visibility and deal insights
  • Support Teams — Access contact and account data seamlessly
campaign-trackinglead-generationmarketing-analyticscrm-marketingaudience-targetinglead-nurturing

6 tools expose this connector's capabilities to your AI agent.

zoho_campaign_contacts

Returns contacts with name, email, account, and status. Use to see which qualified contacts (converted leads or existing customers) are part of a campaign, for engagement analysis, or re-targeting decisions. Get all contacts associated with a specific campaign to measure conversion and engagement at the customer level

zoho_campaign_leads

Returns leads with name, email, company, and source. Use to measure campaign effectiveness: "how many leads did this campaign generate?", "which leads came from the webinar?", or for campaign ROI analysis. Get all leads associated with a specific campaign to measure lead generation performance and attribution

zoho_create_campaign

Campaign_Name is required. Type: Conference, Webinar, Trade Show, Public Relations, Advertisement, Email, Social Media, Banner Ads. Status: Planning, Active, Inactive, Complete, None. Start_Date/End_Date use YYYY-MM-DD. Budgeted_Cost is the planned spend. Create a new marketing campaign in Zoho CRM with name, type, budget, dates, and status for initiative tracking

zoho_get_campaign

Returns full data: name, type, status, budgeted/actual cost, expected revenue, expected response, start/end dates, and description. Use after searching to drill into campaign details. Get complete details of a specific Zoho CRM campaign by ID, including budget, ROI metrics, and all custom fields

zoho_list_campaigns

Returns campaign name, type, status (Planning/Active/Inactive/Complete), budgeted and actual costs, start/end dates, and expected response rates. Use when the user asks about marketing initiatives, campaign budgets, or active promotions. List marketing campaigns in Zoho CRM with name, type (Conference/Webinar/Email/Advertisement), status, budget, and dates

zoho_search_campaigns

Returns matching campaigns with type, status, budget, and dates. Use when the user wants to find a specific campaign, check its budget/ROI, or review campaign status. Search Zoho CRM campaigns by name or keyword to find specific marketing initiatives and their performance data

See how to talk to your AI agent using Zoho CRM Marketing.

Search for leads from web form

👥 **Leads from Web Form** | Name | Email | Company | Status | |---|---|---|---| | John Smith | john@acme.com | Acme Corp | New | | Maria Garcia | maria@beta.io | Beta Inc | Contacted |

Create a deal: Enterprise Plan $25,000

✅ **Deal Created!** - Name: Enterprise Plan - Amount: $25,000 - Stage: Qualification - Closing: 2024-03-30

Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.

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