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Connectors link Rivvi to the tools you already use — your CRM, your BI dashboards, your ad accounts — so the agent can work from live data and keep your systems in sync, all from the chat.
Connectors are available in the workspace at chat.rivvi.ai. Manage them from Settings → Connectors, or open the + menu in the message box.

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How connecting works: you sign in as yourself

Most connectors use sign in with your own account (OAuth). An admin turns the connector on for the organization once, then each teammate connects their own account with a click. The agent acts as you in that tool, with your own access — so it can only see and do what you can. You can disconnect your account any time.
1

Open Settings → Connectors

You’ll see your tools grouped into Connected, Available, and Coming soon. If you’re not an admin, you can request a connector and an admin approves it.
2

An admin enables the connector

An organization admin clicks Enable on the connector once. This turns it on for the team; it doesn’t connect anyone’s account yet.
3

Connect your own account

In the connector’s Your account panel, click Connect and sign in with the provider. You’re taken to the provider’s sign-in, approve the access, and land back in Rivvi connected. Each teammate does this for themselves.
4

Choose what the agent can do

An admin sets what the agent may do with each tool. Reading is on by default; writing asks for approval. See Permissions.
A few connectors don’t use per-user sign-in — LeadingReach is provisioned by the Rivvi team, and some tools accept a pasted key instead. Each connector’s page below tells you exactly how it connects.

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Available now

These tools are live — connect them and the agent can use them in chat:

HubSpot

Read contacts, deals, and engagement; write notes and tasks back.

Salesforce

Read accounts, contacts, and activity; log calls and create tasks.

Microsoft 365

Power BI, SharePoint, OneDrive, Excel, and Teams — one connection.

Power BI

Just your Power BI reports and datasets, if that’s all you need.

Google Workspace

Drive, Sheets, and GA4 analytics from one connection.

Smartsheet

Read rows from your sheets and write outcomes back.

Meta Ads

Read ad performance — spend, leads, cost per lead — into a report.

Zoho

Read CRM records and pipeline; write follow-up activity back.

Nutshell

Read contacts and activity; write notes and tasks back.

Microsoft Teams

Run Rivvi from inside Teams (installed, not pasted).

LeadingReach

Query referrals and appointments; provisions the Echo calling program.

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Coming soon

Listed in the workspace and on the way: Tableau, Looker, Databricks, Snowflake, Veeva, Slack, Twilio, Five9, Genesys, RingCentral, and JustCall. You’ll be able to connect these once they ship.

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What the agent does with a connector

Once a tool is connected and you’ve allowed it, the agent can use it mid-conversation:
  • Answer from live data — “how many deals are in the pipeline,” “pull this contact’s history.”
  • Build a list to reach — start a run straight from your CRM without exporting a spreadsheet.
  • Write back — log a call note or create a follow-up task, with your approval.
See Using connectors in chat.
Only connect tools you trust. Rivvi doesn’t control what a third-party tool exposes or how it behaves. You decide exactly which capabilities the agent may use — see Permissions.