and PI Perform
Bring CRM insights into everyday team collaboration. The HubSpot integration for PI Perform makes it easy to preview account and ticket information directly within your workspace—so context is always just a click away.
Integration Request
Save time and clicks and eliminate guesswork and extra navigation by previewing CRM data directly in your workflow.
Stay focused by keeping discussions tied to the right accounts or tickets without toggling tools.
Improve team awareness and make it easy for cross-functional teams to stay aligned on customer context and priorities.
Key Capabilities
- CRM item previews: Display the names of HubSpot accounts or tickets in place of raw URLs in Perform.
- Contextual linking: Clickable previews keep work connected to the relevant CRM records.
- One-click authentication: Secure and simple sign-in with your HubSpot account.
- Permission-based visibility: Only users with connected accounts see enhanced CRM previews.
- Instant recognition: Easily identify links by title without switching to HubSpot. Download PDF
PRICING
Included with all PI Perform subscriptions
Provider Type: PI Software Feature
Learn more here, or contact us at support@predictiveindex.com