Obviously AI allows you to connect to a variety CRM systems like Salesforce and HubSpot.
Connecting to HubSpot
- Click on Add Dataset option in the side bar.
- In the Source tab click on the dropdown and select HubSpot.
- Next, Click on Connect HubSpot.
- You will then me directed to the Request for Integration Permissions page. Click on Grant access.
- Finally enter a display name and click on Add connection. Your HubSpot account will then be successfully linked to Obviously AI and you can get started with making predictions.
Connecting to Salesforce
- Click on Add Dataset option in the side bar.
- In the Source tab click on the dropdown and select Salesforce.
- Next, Click on Connect Salesforce.
- You will be then directed to the Salesforce login page. Enter your Username and Password, then click on Log In.
- Finally, enter a display name and click on Add connection. Your Salesforce account will then be connected to Obviously AI.
- You will be able access your data from the the dropdown and get started with predictions on Make Prediction page.
