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.
