Connecting Perform to Zoom

Working with remote or hybrid teams? Use our Zoom integration to easily host and hop between meetings.

How to connect Perform to Zoom

Within your Zoom app:

1. Click the “Apps” button located in the top row. Or, during an active Zoom meeting, click the “Apps” button in the bottom row.

2. Select “Add Apps.”

3. Enter “The Predictive Index” into the search bar.
4. Click on the app that populates.

5. Click the “Add” button within our app page.

6. A browser window will open, showing you the permissions requested by PI.

Note: Our application does not store any personal data associated with your Zoom account.

7. Click “Allow” to complete the connection.

8. The Predictive Index app will be installed. Access it anytime from the “My Apps” page within Zoom.

How to use the Zoom integration

There are 2 main ways to leverage our Zoom integration:

1. You can pull up a Perform agenda within Zoom.
2. You can start/join a Zoom meeting from Perform.

Pulling up a Perform agenda within Zoom

To pull up an agenda during a Zoom meeting:

1. Click the “Apps” button.

2. Select “The Predictive Index” from your apps.

3. A window will open displaying all of your 1:1 and group workspaces.
4. Select a workspace from the options.

5. Your meeting agenda will open. You can interact with this agenda (add topics, assign action items, etc.) just as you would within Perform itself.
6. (Optional) Click the expand button to open a full view of your agenda.

7. (Optional) Click the “Start Meeting” button to enter Meeting Mode and run through your agenda in real time.

Joining a Zoom meeting from Perform

From a workspace in Perform:

1. Click the “Join Zoom Meeting” button at the top of the agenda.

2. The Zoom link associated with the meeting invite will open.

Note: You can only open a Zoom meeting from Perform if you’re connected to Zoom and connected to your calendar.

Installation troubleshooting guide

If you encounter an error saying “Please use your work email” when creating your Perform account, it is because you tried to sign up with a consumer email address (e.g. @gmail.com, @yahoo.com, etc).

We only allow creating an account with a work email address. You are able to invite people with personal accounts once the account has been created with a company account.

How to uninstall

You cannot disable the Zoom connection from within Perform. Because the app lives within Zoom, you must uninstall it using your Zoom account.

To do so:

1. Log in to your Zoom account.
2. Click “Apps.”

3. Click the gear icon.

4. Zoom settings will open.
5. Select “Manage Apps.”

6. A browser window will open.
7. Click “Remove” on the right-hand side.

8. Click “Remove” to confirm.

9. The app will be uninstalled. You can reinstall it anytime.

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