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For HubSpot, Microsoft 365, Google Workspace, and Smartsheet, connecting is sign in with your own account. An admin turns the connector on for the organization once. Then each teammate connects their own account. Rivvi does not ask you to paste a client secret for those. How far the connection can see depends on the tool:
  • Your access (Google Drive, Microsoft 365, Smartsheet) — the agent can only open files and records your own account can already open.
  • The whole HubSpot account — your login is for identity and audit. The token can read every record in that HubSpot portal for the approved scopes, including records you cannot see in HubSpot’s UI.
  • Birdeye — you paste an API key and business ID. There is no sign-in button.
  • LeadingReach — you request access. Rivvi and LeadingReach set the connection up with you.
You can disconnect your account any time without signing teammates out.

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Sign in (HubSpot, Microsoft, Google, Smartsheet)

1

Open Settings → Connectors

The tabs are Accounts, Clinical, and Research. Add connector opens the same lists, grouped Your accounts, Clinical, and Research. Sort is Recommended or Name (A–Z).
2

Connect your account

Open the tool. Under Your account, click Connect HubSpot (or Microsoft 365, Google Workspace, or Smartsheet) and sign in. An admin’s first sign-in also turns that tool on for the organization. Each teammate connects their own account the same way.
3

Choose what the agent can do

Reading is Always allow. Writing is Needs approval. See Set connector permissions.
A connected account says Connected and Ready in chat from this account. Reconnect signs you in again. Disconnect asks once more (Keep connected, or Disconnect HubSpot). The toast is Disconnected your HubSpot account. If the sign-in dies, the panel says Sign-in expired and Chat can’t use HubSpot until you reconnect. A tool that still uses a shared key, such as Birdeye, shows Ask your admin to enable when you cannot manage connectors. After you ask, it says Requested — waiting on your admin. If they decline, the button is Ask again. Microsoft 365 also has an optional Advanced org-wide app if you need unattended access. Day-to-day use is still sign in with your Microsoft work account — no Azure registration. See Connect Microsoft 365.

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The exceptions

  • Birdeye — paste an API key and business ID.
  • LeadingReach — click Request access. If you already have LeadingReach API credentials, there is a quiet connect path the Rivvi team can walk you through.
  • Paylocity — click Request access. Paylocity issues NextGen API credentials per company. If you already have them, use Already have Paylocity API credentials? Connect.

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Not everyone can use every connector

Connecting a tool for the team doesn’t mean every teammate can use it in chat. The person who connects it can restrict it to specific people — if you see “You don’t have access to [connector] yet,” that’s why. See Restricting who can use a connector for how that works and how to ask for access.