What is it?
Salesforce is one of the CRMs you can connect to Performy. The flow and experience are the same as with HubSpot, Zoho, or Pipedrive.
Where it lives: Company Settings → Integrations → Salesforce
1
Connect your account
Select Salesforce, click Connect, authorize access, and you'll automatically return to Performy with the integration active.
2
Link your meetings
You can associate an Account, Opportunity, and Contact from Salesforce when uploading or analyzing a meeting.
3
Review and adjust from the detail page
Linked data shows up in the meeting detail page and can be modified.
4
Sync summaries and tasks
Sync to CRM sends the summary as a Note and action items as Tasks to Salesforce.