Sales and CRM connectors bring your customer data into Generate, so you can ask questions about accounts, contacts, opportunities, and pipeline using natural language.

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Available Connectors

ConnectorAuthenticationWhat you can do
SalesforceOAuth, or username + password + security tokenQuery accounts, contacts, opportunities, and reports
HubSpotOAuth or API keyAccess contacts, companies, deals, and marketing data

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Connector Pages

Salesforce

HubSpot

Setting Up a Connector

All connectors are added the same way from the Connectors modal. See Setting Up a Connector for the general steps.