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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

Tools are grouped into Connected, Available, and Coming soon. If you’re not an admin, you can request a connector.
2

An admin enables it

An organization admin clicks Enable. That turns it on for the team. It does not connect anyone’s account yet.
3

Connect your own account

In Your account, click Connect and sign in with the provider. Approve the access and you land back in Rivvi. Each teammate does this for themselves.
4

Choose what the agent can do

Reading is on by default; writing asks for approval. See Set connector permissions.
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.