What is it?
Thanks to the Performy integration, Clientify users can automatically sync the insights from every call straight into their CRM. The integration is bidirectional: Performy reads the deal context from Clientify before each meeting, and automatically logs the results after each call.
1
Get your API Key in Clientify
To make the connection you'll need your Clientify API Key:
- Log into your Clientify account.
- Go to My Account → API.
- Copy your API Key. Save it, you'll need it in the next step.
2
Connect Clientify to Performy
- Go to Company Settings → Integrations → Clientify.
- Click Integrate.
- Enter your Clientify API Key.
- Set Clientify as your default CRM.
- Click Test connection to verify everything is correct.
- If the connection is successful, you'll see the Connected status.
3
What does Performy sync with Clientify?
Performy pulls from Clientify:
- Current deal status — stage, last activity and budget.
- Decision-maker data and the contacts associated with the deal.
Performy logs in Clientify after each call:
- Personalized conversation summary.
- Tasks and detected next steps.
- Performance and playbook adherence.
- Deal health signals: risk, price objections, competitor mentions, engagement, decision moments and critical moments.
- Individual coaching notes per rep.
- Automatically generated follow-up email.
4
Shared data
| Performy object | Direction | In Clientify |
|---|---|---|
| Contacts | ↔ | Contacts |
| Companies | ↔ | Companies |
| Deals | ↔ | Deals |
| Activities and meetings | → | Tasks |
If your API Key doesn't work, check that your plan includes API access. Syncing only applies to records related to meetings analyzed in Performy — it doesn't run a bulk import of historical records.