# Reconnect or disconnect a CRM

Fix a CRM connection that needs attention, or disconnect it to switch to a different CRM.

Updated 27 Oct 2026 · Admin and member

## 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?**

       **Warning:** This disconnects your whole workspace. Everyone's sign-in to the CRM is removed, and each person has to connect their own account again later.

  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.

## Frequently asked questions

### How do I stop using my CRM with RareMachine?

Disconnect it. Your captures, notes and analytics stay, and the Connections page shows Choose your CRM again.

### Who can reconnect or disconnect?

Only an owner or admin can reconnect or disconnect the workspace's CRM. Every person can reconnect their own account.

### How do I switch to a different CRM?

Disconnect the current one. The Connections page then shows Choose your CRM again, and you connect the new one.

### Does disconnecting delete my captures?

No. Your captures, notes, enrichment results, chats and analytics stay, and captured leads keep their link to the CRM as history.