> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect accounts

> Connect Gmail, Slack, HubSpot, LinkedIn and other apps to Connie, choose who can use each account, and reconnect or remove them.

Connecting an app means signing in to it once so Connie can act for you there — read and send email, post in Slack, update HubSpot, and so on. Each signed-in identity is an **account** (for example one Gmail mailbox). An app can have several accounts.

**Where:** left sidebar → **Tools** → click the app · `https://connie.ai/<workspace-id>/tools`

Built-in tools and workspace tools don't need a connection. See [Tools](/tools/overview) for which is which.

## Connect an app

<Steps>
  <Step title="Find the app">
    Left sidebar → **Tools**, then search for the app (for example "HubSpot").
  </Step>

  <Step title="Click Connect">
    Click **Connect** on the card, or open the app and click **Connect**. If the app already has an account and you want another, open it and click **+ Add account**.
  </Step>

  <Step title="Sign in">
    A popup opens with the app's own sign-in, or a form asking for an API key if that app uses keys. Finish it. Allow popups for connie.ai if nothing opens.
  </Step>

  <Step title="Name it (optional)">
    A **Name your … connection** dialog (for example "Name your HubSpot connection") may appear with a **Connection name** field. Renaming is optional ("Account renamed").
  </Step>

  <Step title="Done">
    The card changes to **Connected**. Every member of the workspace can now use the account unless you [restrict it](#choose-who-can-use-an-account).
  </Step>
</Steps>

### Gmail, Outlook, LinkedIn and WhatsApp

These open the provider's sign-in in the whole browser tab instead of a popup, then bring you back to Tools.

* Mailboxes show "Syncing …" with the account name, then "… ready — sync complete" once your email has synced.
* For WhatsApp you scan a QR code. If the account doesn't appear straight away, wait a few seconds or refresh the page.

For inbox-specific setup (sync, sending limits, signatures), see [Connect inbox accounts](/inbox/connect-accounts).

### LinkedIn: choose a method

LinkedIn's **Connect** button opens a menu with three methods:

* **Infinite Login** (marked **Your best choice**) — "Credentials + 2FA — never get disconnected". You enter your LinkedIn email, password, 2FA secret and a proxy country. Connie then reconnects automatically when LinkedIn signs you out.
* **Credentials** — "Connect with email and password".
* **Chrome extension** — marked "Recommended for most users".

<Warning>
  The **Chrome extension** option doesn't work yet. Choosing it only shows "Chrome extension connect is coming soon." Use **Infinite Login** or **Credentials**.
</Warning>

To switch an existing LinkedIn account: **Accounts** tab → **⋮** → **Enable Infinite Login** (or **Turn off Infinite Login**). If the row shows **Infinite Login: action needed**, re-enter your LinkedIn credentials.

### Notion

Notion only lets Connie see the pages you pick during sign-in. To add more pages later: open Notion on Tools → **Accounts** → **⋮** → **Re-grant pages**.

## Manage your accounts

Open the app on Tools and click the **Accounts** tab. Each row shows the account name or email and its status:

* **Connected** — working.
* **Disconnected** (amber) — the sign-in expired or was revoked. Hover shows "Click to reconnect".

Click **⋮** on a row for these options (only some apply to each app):

| Option | What it does |
| - | - |
| **Enable Infinite Login** / **Turn off Infinite Login** | LinkedIn only. See above. |
| **Configure Limit** | Daily sending limits for LinkedIn, Gmail and Outlook accounts. |
| **Reconnect** | Sign in again. Only shown when the account is broken. |
| **Re-grant pages** | Notion only. Pick which pages Connie can see. |
| **Signatures** | Email accounts. Manage the email signature for this account. |
| **Rename** | Change the display name ("Rename account" dialog, **Account name** field). |
| **Disconnect** / **Remove** | Take the account out of Connie. See [Remove an account](#disconnect-or-remove-an-account). |
| **Manage access** | Choose who in the workspace can use this account. |

For email accounts, **Account settings** also has **Sync contacts to People** — "People you email from this account are auto-added to your People list."

To act on several accounts at once, hover a row's avatar to show a checkbox (or use **Select all**). The bar that appears offers limits, **Manage access**, signature changes and **Remove**.

<Note>
  You only see the **⋮** menu on accounts you connected yourself, unless you're a workspace owner or admin.
</Note>

## Choose who can use an account

By default, every member of the workspace can use an account you connect — in Chat, workflows, the Inbox and Records.

<Steps>
  <Step title="Open the menu">
    Tools → the app → **Accounts** → **⋮** on the account → **Manage access**.
  </Step>

  <Step title="Pick who">
    * **Everyone** — "All workspace members can use this account" (default)
    * **Only you** — "Only you can use this account"
    * **Specific users** — "Only selected users can use this account". Use **Add users** to choose them.
  </Step>

  <Step title="Save">
    You'll see "Access updated".
  </Step>
</Steps>

A restricted account is invisible to everyone not on its list. For them, the app card shows **Connect** as if nothing were connected.

## Reconnect an account

When an app's card shows **Reconnect needed**, or an account shows **Disconnected**, its sign-in has expired — usually after a password change, a revoked permission or a timeout on the app's side.

<Steps>
  <Step title="Open the account">
    Tools → the app → **Accounts**.
  </Step>

  <Step title="Reconnect">
    Click the **Disconnected** pill, or **⋮** → **Reconnect**, and sign in again. Gmail, Outlook, LinkedIn and WhatsApp take you to the provider's sign-in page and back.
  </Step>

  <Step title="Re-run what failed">
    Retry the chat request or workflow run that needed the account.
  </Step>
</Steps>

Only the person who connected the account, or a workspace owner or admin, can reconnect it.

<Tip>
  When a workflow or chat fails because an app isn't connected, the error includes a link. It opens that app's page on Tools so you can connect or reconnect in one click.
</Tip>

## Disconnect or remove an account

**Tools** → the app → **Accounts** → **⋮** → **Disconnect** or **Remove**.

Both take the account out of Connie:

* Anything using it stops working until you reconnect.
* Workflow steps and triggers that had picked this account lose that choice. After you reconnect, open those steps and select the account again.

<Warning>
  **Disconnect** and **Remove** on a single account happen straight away, with no confirmation. Removing several with the bulk bar asks first: "Remove N accounts?"
</Warning>

## Connect an app for an AI assistant

If you use Connie from another AI app (like Claude or ChatGPT, through [MCP](/mcp/overview)) and it needs an app you haven't connected, it sends you a link.

1. Open the link. Tools opens with a banner such as "Connect Gmail to use Send Email. Your assistant is waiting for it."
2. Connect the app as usual.
3. A window such as "Gmail connected" appears with a message to copy (**Copy message**). Paste it back into your assistant so it checks the connection again.

Connecting does not run anything. Your assistant checks again and asks before doing the original action.

## Good to know

* **Who can connect:** any workspace member. If you're trying Connie without an account, you'll be asked to create one first.
* **Who can manage an account** (rename, reconnect, disconnect, remove, manage access): the person who connected it, or a workspace owner or admin.
* **Who can change tool permissions:** owners and admins only. See [Tool permissions](/tools/permissions).
* There's no "default account" setting. When an app has several accounts, you pick which one to use in each workflow step.
* AI apps you connected to Connie (Claude, Cursor…) also appear under **My accounts** with **Only you**. Manage them from [Manage MCP access](/mcp/manage-access).

## Troubleshooting

<AccordionGroup>
  <Accordion title="The app shows Connect even though a teammate connected it">
    **Why:** the account's **Manage access** is set to **Only you** or **Specific users**, and you're not included. **Fix:** ask the person who connected it (or an admin) to open **⋮** → **Manage access** and choose **Everyone** or add you. Or connect your own account.
  </Accordion>

  <Accordion title="Reconnect needed on the card, or Disconnected on the account">
    **Why:** the sign-in expired or was revoked (password change, permission removed on the app's side). **Fix:** follow [Reconnect an account](#reconnect-an-account). For Notion, if pages are missing, use **Re-grant pages**.
  </Accordion>

  <Accordion title="Connection failed: ... or Connection validation failed. Please try again.">
    **Why:** the sign-in didn't finish, the popup was closed or blocked, or the app returned an error. **Fix:** allow popups for connie.ai and try again. If the account is already listed, use **Reconnect** on it instead of adding a new one.
  </Accordion>

  <Accordion title="This workspace has reached its connection limit. Contact support to add more.">
    **Why:** the workspace has hit its limit on connected accounts. You may also see "Maximum connections reached. Please upgrade your plan." **Fix:** remove accounts you no longer use, or email [support@connie.ai](mailto:support@connie.ai).
  </Accordion>

  <Accordion title="LinkedIn keeps disconnecting">
    **Why:** LinkedIn ended the session. **Fix:** switch the account to **Infinite Login** (**⋮** → **Enable Infinite Login**). If it shows **Infinite Login: action needed**, re-enter your credentials.
  </Accordion>

  <Accordion title="I chose Chrome extension for LinkedIn and nothing happened">
    **Why:** that option isn't available yet ("Chrome extension connect is coming soon."). **Fix:** use **Infinite Login** or **Credentials**.
  </Accordion>

  <Accordion title="WhatsApp connected with the QR code but the account isn't listed">
    **Why:** you were sent back to Connie before the account finished setting up. **Fix:** wait a few seconds and refresh Tools.
  </Accordion>

  <Accordion title="I can't see the menu to rename or remove an account">
    **Why:** the account was connected by someone else. **Fix:** ask them or a workspace admin. The server message is "You can only disconnect accounts you connected. Ask a workspace admin to remove accounts connected by others."
  </Accordion>

  <Accordion title="An account with that name already exists for this provider.">
    **Why:** another account for the same app already uses that name. **Fix:** choose a different name.
  </Accordion>

  <Accordion title="My workflow stopped working after I disconnected an account">
    **Why:** disconnecting or removing an account clears it from every workflow step and trigger that used it. **Fix:** reconnect the account, then open each affected step and select it again.
  </Accordion>

  <Accordion title="This connection link is not valid for you, or it has expired.">
    **Why:** a connection link from your AI assistant expired or belongs to another user. **Fix:** ask your assistant for a new link. If you see "Sign in to continue.", sign in to Connie first.
  </Accordion>
</AccordionGroup>

## Related

* [Tools](/tools/overview) — the full catalogue and what each tool costs
* [Tool permissions](/tools/permissions) — when Connie asks before using an app
* [Connect inbox accounts](/inbox/connect-accounts) — email, LinkedIn and WhatsApp for the Inbox
* [Members and roles](/workspace/members-and-roles) — who is an owner or admin
* [Manage MCP access](/mcp/manage-access) — AI apps connected to Connie


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