What is it?
Zoho is one of the CRMs you can connect to Performy. The flow and experience are practically identical to HubSpot's.
Where it lives: Company Settings → Integrations → Zoho CRM
1
Connect your account
Select Zoho CRM, click Connect, authorize access in Zoho, and you'll automatically return to Performy with the integration active.
2
Link your meetings
Just like with any other connected CRM: you can associate a Company, Deal, and Contact from Zoho 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 Zoho.
The one real difference versus HubSpot is that Zoho doesn't allow automatically assigning an owner to tasks created via API — HubSpot assigns the rep automatically. The rest of the experience is the same.