Reconnect or disconnect a CRM

What you'll need

• To reconnect your own account, any role.
• To reconnect or disconnect the workspace's CRM, an owner or admin role.

Reconnect

1. Open Connections

   In the sidebar, choose Connections. A chip next to the CRM's name says what is wrong, such as Reconnect required or Needs attention. The panel adds that syncing and chat tools are off.

2. Choose Reconnect

   As an owner or admin, choose Reconnect HubSpot, Reconnect Zoho CRM or Reconnect Frappe, then approve in the CRM as you did the first time. If only your own sign-in has lapsed, choose Reconnect your account in the Only you section.

Result: the chip reads Connected again and sync and chat tools work.

Disconnect

1. Open the CRM menu

   On Connections, choose the three-dot button next to the CRM's name. Its label is More actions for HubSpot, More actions for Zoho CRM or More actions for Frappe.

2. Choose Disconnect

   Choose Disconnect HubSpot, Disconnect Zoho CRM or Disconnect Frappe. A dialog opens, titled for example Disconnect HubSpot for everyone?

3. Read what stops and what stays

   Under What stops, check the list: syncing to the CRM, everyone's CRM sign-in, CRM tools in chat and WhatsApp, and queued tag and note exports. Under What stays, check that everything already in the CRM, and your captures, notes, chats and analytics, are untouched.

4. Confirm

   Choose the Disconnect button for your CRM, such as Disconnect HubSpot.

Result: Connections shows Choose your CRM again, so you can connect the same CRM or a different one.

Disconnecting does not remove RareMachine's access inside the CRM. Remove the app in the CRM's own settings too.