Correction: HubSpot vs Zoho CRM

Date: Feb 16, 2026
Error Source: Minnie conversation (not committed documents)
Correction: ZTAG uses Zoho CRM, NOT HubSpot

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The Error

In conversation on Feb 16, I incorrectly stated:

• "HubSpot snapshot - Deals_2026_02_15.csv, Leads_2026_02_15.csv"
• "Fresh HubSpot data (need your help)"
• "HubSpot API access"

This is wrong. ZTAG uses Zoho CRM, not HubSpot.

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The Correct Information

ZTAG Tech Stack (from MEMORY.md):

"Zoho ecosystem (CRM, Books, Cliq, Desk, Analytics, Creator)"

Correct CRM: Zoho CRM
Correct Accounting: Zoho Books
Correct Support: Zoho Desk
Correct Team Chat: Zoho Cliq

The CSV files (Deals_2026_02_15.csv, Leads_2026_02_15.csv) are Zoho CRM exports, not HubSpot.

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Why This Error Happened

• Meetings repo intelligence documents don't specify which CRM system
• I made an assumption based on common startup tools
• Did not reference MEMORY.md which clearly states "Zoho ecosystem"

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Corrections Made

1. This document - Explicit correction for the record
2. MEMORY.md - Added emphasis on Zoho ecosystem (see "Tech Stack" section)
3. Future references - Always use "Zoho CRM" not "HubSpot"

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What This Means for Week 1 Actions

Before (incorrect):

• "Get fresh HubSpot data"
• "HubSpot API access"

After (correct):

• "Get fresh Zoho CRM data"
• "Zoho CRM API access"

Technical difference:

• Zoho API docs: https://www.zoho.com/crm/developer/docs/api/v2/
• Zoho CRM integration likely already available (Tier 2 unlock mentions "Zoho Books, CRM workflows")

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Lesson Learned

When user provides correction:

1. ✅ Acknowledge error immediately
2. ✅ Trace where error originated
3. ✅ Correct all source documents
4. ✅ Update MEMORY.md to prevent recurrence
5. ✅ Document correction for audit trail

Principle: "Always correct the source if I correct you." (Quan, Feb 16 2026)

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Status: Corrected
Owner: Minnie
Committed: Yes