Connecting apps
How connecting works, who can use what, and what each status means.
Connect by talking
Tell your OS what you want in plain words. Say the app's name the way you would say it out loud:
connect my Salesforceorconnect my sales forceconnect GoHighLevel,connect GHLorconnect go high levelconnect my Facebook adsorconnect Meta adsconnect Google Adsorconnect AdWords
Longer ways of saying it also work: connect my HubSpot account, connect Follow Up Boss, connect Infusionsoft (Keap).
When your OS asks a question first
Some words mean more than one app. Your OS asks instead of guessing, because connecting the wrong mailbox is worse than one extra tap.
| If you say | Your OS asks you to pick |
|---|---|
| email, inbox, mail | Gmail or Outlook |
| calendar | Google Calendar or Outlook |
| CRM | GoHighLevel, Salesforce, HubSpot or Close |
| meeting notes, meetings, notes | Fireflies, Fathom or Zoom |
| docs, files | Google Drive or Notion |
| Google, Google Workspace, G Suite | Google Drive, Google Sheets, Google Calendar or Gmail |
A few apps need one detail before the link can work. Your OS asks for it:
- Salesforce: your Salesforce web address. Copy it from your browser bar while you are in Salesforce, for example
acme.my.salesforce.com. The full page address works too. - Shopify: your store address, for example
your-store.myshopify.com.
If your OS does not recognize a word as an app, it asks what you are trying to connect. Use the app's proper name.
Slack never needs connecting. Your OS already lives in your Slack.
What the connect link shows
The link your OS sends opens a page with your company's brand on it. You will see one of three things:
| You see | What to do |
|---|---|
| A button such as Continue to Xero or Continue with Facebook | Press it, sign in on that app's own page and approve. Your password is never shared with us. |
| A form asking for a key, with numbered steps and an Open that page link | Follow the steps in the app, copy the key, paste it in. Many apps show what the key looks like (for example, starts with pit-) so you know you copied the right thing. |
| A form asking for an API key, MCP endpoint, webhook, or how you authenticate | This is an app we have no ready-made connection for yet. Fill in whatever the app gives you. See Apps we don't know yet. |
For GoHighLevel, Close, Fathom, Fireflies, Salesmate, RingCentral and Meta Ads, the key is checked with the app before it is saved. A wrong key is refused on the spot with a plain reason.
For an app with no live check, the page says Saved. Not tested yet instead of "You are connected". Ask your OS to test it.
How long links last: a connect link stops working once the app is connected. Sign-in pages for some apps (Meta Ads, Google Ads, Shopify, Xero and others) expire after 30 minutes. Others last up to a day. If a link has expired, ask your OS again: it makes a fresh one.
Private or shared
Every connection is either:
- Only you (private). Only you and your OS acting for you can use it. Teammates never see it. Your account administrators can see that it's connected (the app and the account name), never what's in it.
- Whole team (shared). Everyone on your team can use it through their OS.
The default depends on the app. Gmail, Outlook, Google Calendar, Google Drive, Fathom, Fireflies, Zoom and Calendly start as Only you. Everything else (CRMs, ads, phone systems) starts as Whole team.
To choose when connecting, say so: connect my Gmail and share it with the team or connect HubSpot just for me. To change it later, use the Who can use it menu next to the app on your connections page. Only the person who connected an app can change who uses it.
Several accounts of the same app
You can connect more than one account of the same app, for example two inboxes or several GoHighLevel sub-accounts. Each shows on your connections page with its own account name.
When more than one could fit a request, your OS asks which one. Name it by its address or part of it: use the forerunner inbox. Reconnecting the same account replaces the old connection; a different account is added next to it.
Add another account. On your connections page, press Add another account next to an app. It opens a fresh sign-in for the same app with the same sharing (Only you or Whole team). Sign in with the other account and it appears as its own row. Every row shows its account name, so two Gmail rows are easy to tell apart. If a row says Account name not recorded, press Test or Reconnect to record it.
Reconnecting
Say reconnect my Gmail, or press Reconnect next to the app on your connections page. It opens a fresh sign-in or key form.
Disconnecting
Say disconnect my Close, or press Disconnect on your connections page. Your OS stops using it straight away. You can disconnect your own private apps and any app shared with the team. To also remove access on the app's side, revoke it inside that app.
What the status words mean
| Status | Meaning | What to do |
|---|---|---|
| Working | A real read from the app succeeded. The page shows when it was last proven. | Nothing. |
| Not tested | Saved, but nothing has proven it works yet. | Press Test, or say test my connections. |
| Not wired | The key is saved, but your OS has no way to call this app yet. | Say wire up my <app>. See Apps we don't know yet. |
| Broken | The last test failed: the app refused the key or the sign-in was removed. The reason shows under the app. | Reconnect it: reconnect my <app>. |
"Not wired" is being renamed to Not tested, since for you the fix is the same: ask your OS to test it.
Needs reconnect: a Meta Ads sign-in within 7 days of expiring. Reconnect before it stops.
Under Old attempts that never finished you may see Never finished, Failed or Disconnected. These are links that were opened but not completed, or apps that were removed. They are safe to ignore.
The top of the page counts Working, Needs attention and Broken. Press Test everything to re-check them all at once. Or just say test my connections and fix what's broken.
Apps we don't know yet
Any app can be connected, even one we have never seen. Say its name; the connect page asks for whatever the app uses (an API key, an MCP endpoint, a webhook, or a short note on how you sign in).
If the app then shows Not wired, your OS needs three facts from the app's API documentation: the API's web address, how the key is sent, and one simple read to test it with. The easiest way: wire up my <app>, here are its API docs: <link>. You can also open Wire it yourself under the app on your connections page. Nothing is saved unless a real read with your key works.
Once a couple of businesses have wired an app the same way, it becomes one click for everyone.