What is it?
HubSpot is one of the CRMs you can connect to Performy so every meeting automatically links to your Companies, Deals, and Contacts, and to sync summaries and tasks after each call.
Connect your account
Select HubSpot and click Connect. You'll be redirected to HubSpot to authorize access, and you'll automatically return to Performy with the integration active. No key entry required.
Link your meetings
When you upload or analyze a meeting, you can link it to a HubSpot Company, Deal, and Contact.
Review and adjust from the detail page
The meeting detail page shows the linked CRM data, and you can modify it if needed.
Sync summaries and tasks
With Sync to CRM, the call summary is sent as a Note and action items as Tasks in HubSpot — with the rep automatically assigned as owner.
If you have more than one CRM connected (e.g., HubSpot and Zoho), Performy shows you a selector to choose which CRM to link each meeting to. With only one CRM connected, it's chosen automatically with no extra step.