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.
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