Disconnecting or switching CRMs

Connect a CRM · Last updated 2026-07-29

Disconnect is local — we drop the tokens, the app stays installed in your CRM. Connect a new one to swap.

How to disconnect

Organizer dashboard → Integrations.
Find the connected CRM's card.
Click Disconnect. The card returns to its pre-connected state.

What actually happens

Disconnect is local only — we delete our copy of your access and refresh tokens and stamp a connected: false status. It does not:

Revoke or uninstall the app in your CRM. The app stays installed until your CRM admin removes it there.
Delete the contacts, campaigns, appointments, or other records we've created in your CRM. Those are your data; they stay.
Delete any Networking Executives registration or attendance data. Everything on our side is preserved.

Switching from one CRM to another

One CRM per organization at a time. To switch, you can either:

Disconnect first, then connect the new one — clean and predictable.
Just click Connect on the new one — the UI asks you to confirm the swap; if you accept, we disconnect the old one and complete the new OAuth flow in one step.

Tip

After a swap, any registrations approved before the new connection are back-filled to the new CRM automatically, so history stays intact.

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