Zoho CRM MarketingをChatGPTとClaudeに接続

• 01 / 03キャンペーン作成の方法
• 02 / 03リードを抽出する方法
• 03 / 03実績の管理方法を見る

最速日

658ms

最遅日

984ms

14日間の傾向

遅延傾向+13%

Zoho CRM Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_Rk7rj2zFDmAroTTU4VIqT19G0mKvmFDGmJcuLlRM/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Zoho CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "zoho-crm-marketing-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Rk7rj2zFDmAroTTU4VIqT19G0mKvmFDGmJcuLlRM/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Zoho CRMをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業担当者

  AIを通じてCRMに即座にアクセスし、顧客情報や案件を管理します。

• 02

  BDR（ビジネスデベロップメント代表）

  リードの迅速な選別と新規リードの作成をAIで行います。

• 03

  セールスマネージャー

  パイプラインの可視化と案件の詳細なインサイトをAIから取得します。

• 01

  How do I connect this MCP to my AI client?

  Vinkius hosts the MCP for you. You simply connect your AI client to the Vinkius endpoint, and you'll have immediate access to all the Zoho CRM capabilities.

• 02

  Can I create new campaigns using my AI agent?

  Yes. You can use the create campaign capability to set up new initiatives by providing the name, type, budget, and dates through your chat interface.

• 03

  Does this work with any AI client?

  It works with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 04

  Can I track the ROI of my marketing efforts?

  Yes. You can use the agent to retrieve campaign details, including budgeted costs and expected revenue, to analyze performance.

• 05

  Is my Zoho CRM data secure?

  Vinkius manages your credentials securely, ensuring your AI client can perform actions on your behalf without exposing your primary login details.

• 06

  What Zoho CRM data can I access?

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

• 07

  How does authentication work?

  Uses Zoho OAuth 2.0 with a refresh token. Create a Self Client in the Zoho API Console, generate a refresh token, and provide Client ID, Client Secret, and Refresh Token.

• 08

  Does it support multi-region Zoho?

  Yes! Set your API domain: zohoapis.com (US), zohoapis.eu (EU), zohoapis.in (India), zohoapis.com.au (Australia), zohoapis.jp (Japan).

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