Salesforce
The Salesforce connection authorizes FunnelStory to read your CRM data using OAuth. Use it to back data models (with SOQL in the model builder), to support CRM sync where your workspace writes selected fields back to Salesforce, and anywhere else the product surfaces Salesforce as a source.
HubSpot
The HubSpot connection links FunnelStory to your HubSpot portal via OAuth so you can build data models on companies, deals, contacts, engagements, and behavioral events. It also powers CRM sync and supports AI-assisted configuration through the MCP server.
Attio
The Attio connection lets FunnelStory read CRM objects from your Attio workspace so you can configure data models using Attio’s API-shaped AT blocks (filter, sort, and object type) in the model query step.
CRM visibility
CRM visibility keeps FunnelStory account access aligned with HubSpot and Salesforce when you wire those connections—instead of relying only on manual assignments. FunnelStory reads who can see which CRM accounts from your connected org, matches CRM users to workspace users by email, and applies the result for Account User, Manager, and other non-admin roles. Turn it on when your CRM already defines account access and you want the same boundaries in FunnelStory.