Before a sales call
The account manager asks what Mautic knows about Priya Nair at Brightwave Ltd. Memtro returns her points, stage, tags and the last three notes, including a call logged on 4 November.
Mautic + Memtro
Ask which campaigns and segments a contact is in, and what Mautic emails went out.
Connect your self-hosted Mautic with an API credential, or a username and password, and Memtro reads contacts with notes, points and tags, companies, campaigns, emails with sent and read counts, and segments. Phone numbers, addresses and IP addresses are never read. When you ask, and once an administrator has granted them by name, it can manage contacts, companies, segments and emails, mark do not contact, and send an email to one contact or to whole segments, possibly thousands of people. Publishing a campaign or adding someone to it can email contacts automatically. Deletes are permanent.
In Memtro
What you can do with Mautic in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Mautic tool, reads what it needs, and answers with the source cited.
What it does
- 01Contacts by name, email, company or tag, with points, stage, owner and last active date
- 02One contact with their recent notes of calls, meetings and emails
- 03Companies with website, industry and size, campaigns with publish window, and emails with sent and read counts
- 04When asked and granted, creates, updates or permanently deletes contacts and companies, adds notes and points, links contacts to companies, and marks or lifts do not contact
- 05When asked and granted, creates, edits or deletes segments, emails and campaigns, changes segment and campaign membership, and publishes a campaign, which can email every contact in it
- 06When asked and granted, sends an existing email to one contact, or a segment email to every member, which cannot be recalled
Acts when asked
When you ask it to
These tools change something in Mautic. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a contact (Mautic may update an existing contact with the same email)
- 02Update fields or tags of a contact
- 03Delete a contact
- 04Mark a contact as do not contact for email
- 05Create a company
- 06Create an unpublished, empty campaign
- 07Add a note to a contact
- 08Create a segment
- 09Add a contact to a segment (campaigns from it may email them)
- 10Remove a contact from a segment
- 11Send an email to one contact
- 12Send a segment email to every contact in its segments
- 13Create an email (unpublished unless asked; sends nothing)
- 14Edit an email's name, subject, content, sender, segments or published state
- 15Delete an email
- 16Publish or unpublish a campaign (a published campaign acts on, and may email, its contacts)
- 17Delete a campaign
- 18Add a contact to a campaign (its actions may email them)
- 19Remove a contact from a campaign
- 20Rename a segment or change its description or published state
- 21Delete a segment
- 22Update a company's fields
- 23Delete a company
- 24Link a contact to a company, or unlink them
- 25Lift do-not-contact for email from a contact
- 26Add or subtract points on a contact
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Mautic for you. Each event can start a job, with the event as its input. Mautic signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A contact was identified (created)
- 02A contact was updated
- 03A contact's points changed
- 04A contact was deleted
- 05A contact's channel subscription changed
- 06A contact was added to or removed from a company
- 07A contact joined or left a segment
- 08A company was created or updated
- 09A company was deleted
- 10An email was sent
- 11An email was opened
- 12A form was submitted
- 13A page was visited
- 14A text message was sent
In practice
Ask it like you would a colleague
Once Mautic is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Mautic + Memtro
Which segments is priya@brightwave.example in?
Which emails went out last month, and how many were read?
Who are our highest-scoring contacts at Acme?
Mark dan@northwind.example as do not contact
Send the webinar reminder email to the Acme trial segment
Honouring an opt-out
Support receives a request from a Northwind contact to stop marketing email, and Sarah Collins asks Memtro to act on it. With the action granted, Memtro marks the contact do not contact for email, so Mautic sends them nothing more, and keeps the record rather than deleting it.
Teams
Where it fits
The teams that lean on Mautic most, a question each of them asks, and what they connect beside it.
- MarketingSpend, leads and reputation in one conversationMarketing lead, Performance marketer, Content and SEO, Brand and community“How did last week's LinkedIn and Google campaigns do, and which leads reached the pipeline?”Used alongside Google Ads, Meta Ads, HubSpot, Google Analytics 4, Brevo and 7 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
Better together
Works with
A record in Mautic is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesMautic with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesMautic with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesMautic with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- AnalyticsMautic with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsMautic with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsMautic with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Content and webMautic with AhrefsBacklinks, rankings and keyword data from Ahrefs, on demand, and tracking set up when asked.
- Content and webMautic with WordPressYour blog and site content, searchable in Memtro, and edited when asked.
- Content and webMautic with WebflowSite pages, CMS content, form leads and orders from Webflow.
Also in Marketing automation
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
ActiveCampaign- Brevo
- Customer.io
- Marketo Engage
- Account Engagement (Pardot)
- Mailchimp
Klaviyo- beehiiv
- Kit
MailerLite- Campaign Monitor
GetResponse
Instantly
lemlist
Drip- EmailOctopus
Omnisend- Buttondown
Mailjet
Moosend
Smartlead- Formbricks
- listmonk
- Loops
Iterable
Dotdigital
Flodesk
LoyaltyLion
Benchmark Email- Bento
Braze
Sender- SendPulse
- Bitly
Rewardful
Mailshake
SurveySparrow
Retently
Setup
How to connect
Connect withHost and API credential, or user and password
- 1
An administrator must enable the API under Settings (cog) → Configuration → API Settings, and HTTP basic auth too if you use a username and password
- 2
Create an OAuth 2 API credential (Mautic 5) or a dedicated user whose role has only the permissions Memtro needs. A role without email send permission keeps sending out of reach
- 3
In Connections → Mautic in Memtro type the Host name only, with the API at its root and a publicly trusted certificate, no https:// or path, then the API client ID and secret, or the username and password
- 4
Ask which campaigns a contact is in
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Mautic tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Mautic?+
Only when you ask, and only what it has been granted: create a contact (Mautic may update an existing contact with the same email); update fields or tags of a contact; delete a contact; mark a contact as do not contact for email; create a company; create an unpublished, empty campaign; add a note to a contact; create a segment; add a contact to a segment (campaigns from it may email them); remove a contact from a segment; send an email to one contact; send a segment email to every contact in its segments; create an email (unpublished unless asked; sends nothing); edit an email's name, subject, content, sender, segments or published state; delete an email; publish or unpublish a campaign (a published campaign acts on, and may email, its contacts); delete a campaign; add a contact to a campaign (its actions may email them); remove a contact from a campaign; rename a segment or change its description or published state; delete a segment; update a company's fields; delete a company; link a contact to a company, or unlink them; lift do-not-contact for email from a contact; add or subtract points on a contact. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Mautic connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Mautic data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Mautic?+
Host and API credential, or user and password. An administrator must enable the API under Settings (cog) → Configuration → API Settings, and HTTP basic auth too if you use a username and password.
Can Mautic start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Mautic for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Mautic in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.