How connecting tools works
Where you connect tools, what read-only means, who can connect, and how to fix, disconnect or reconnect a tool.
Explanation · Last updated 27 October 2026
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Eric learns most from his own tracking code on your website. Connecting the tools you already use lets him go further: count real sales instead of clicks, follow a lead past the form, and see what your ads cost.
Every connection is optional. You can connect tools while you sign up, or at any time later.
Where to connect
In Eric, open Connections from the menu on the left, under Setup. The page is called Let's get me connected. and lists the steps in order:
| Step | Tools you can pick |
|---|---|
| Connect your website | Eric's tracking code. See Add the tracking code. |
| Connect your revenue | Stripe, Shopify, Send me a webhook |
| Connect your ads | Google Ads, Meta Ads |
| Connect your CRM | HighLevel, HubSpot, Salesforce |
| Connect your analytics | Google Analytics, Google Search Console |
| Connect your calendar | Calendly |
| Connect your communication channel | Slack, Microsoft Teams, WhatsApp |
Each step shows a status: Connected, Needs reconnecting, Needs attention, Detected, Finishing…, Checking…, Couldn't check or Not connected. Click a step to open it and see each tool in it.
If Eric spots a tool in your website's code, he says so, for example: "Looks like you use HubSpot. I'm not certain — connect it and I'll know."
Read-only access
For your analytics, ads, CRM, payment and calendar tools, Eric only reads. He does not create, edit or delete anything in them. On the setup screen this is put as: "Read-only. Eric never changes anything without your approval."
Shopify is the one exception, because it is also how Eric's tracking code gets onto a Shopify store. See Shopify.
Who can connect a tool
The owner of the business and anyone who Can change things can connect, fix or disconnect a tool. Someone who Can only look sees the list but gets: "You can only look at this business. Ask an owner to connect it." See Invite people and choose what they can do.
Connections belong to one business
A connection belongs to the business you are looking at. If you have more than one business, Eric tells you when a tool is connected on another one: "HubSpot is connected on Other Business, not on this business. Connect it here too if you want it for this one."
When a tool needs your attention
A tool can be connected and still give Eric nothing. Its step then shows Needs attention or Needs reconnecting, and the tool shows the reason and one button:
| Button | When | What it does |
|---|---|---|
| Choose property, Choose site, Choose ad account or Choose location | Eric needs one more answer. | Opens a box where you pick the right one. |
| Reconnect | The tool stopped accepting Eric's login, for example after a password change. | Takes you to sign in again with the same login. |
| Use a different login | The login can't give Eric what he needs, for example a HighLevel agency login or a Google login that sees no property. | Asks you to confirm, disconnects the tool (deleting what was read from it), then takes you to sign in with another login. |
On the setup screen you saw when you signed up, the card shows Fix. Click it and the same button appears beside the tool.
Disconnect a tool
- Open Connections from the menu on the left, under Setup.
- Click the step the tool is in, for example Connect your CRM.
- Click Disconnect next to the tool. Eric says what will happen. Click Disconnect again to confirm, or Keep it.
Disconnecting stops Eric reading the tool and withdraws the access you gave. For analytics, Search Console, CRM, ads and calendar tools, it also deletes what Eric had already read. Stripe is different: the sales Eric has counted stay.
Two tools disconnect their own way: Shopify uninstalls Eric's app from your store (see Shopify), and Send me a webhook switches your sales address off (see Send me a webhook).
Reconnect a tool
- If a tool stopped working, its step shows Needs reconnecting and the tool shows Reconnect. Click it and sign in again.
- If you connected the wrong account, click Use a different login, or Disconnect and connect again.
- A connection that never finished shows "That connection didn't finish." with Try again.
- A connection Eric has lost shows Reconnect and Disconnect, so you can also let it go.
Common messages
| You see | What it means and what to do |
|---|---|
| "That connection didn't finish. Try again." | You closed the sign-in page or it timed out. Start again from the tool. |
| "That connection didn't go through. Try again, or use a different login." | The tool refused the login. Try again, or sign in with the account that owns the data. |
| "That link expired or was already used. Connect it again." | The connection page was opened twice or left too long. Start again. |
| "I can't check the connection service right now. This is on me, not you — try again shortly." | A problem on our side. Wait a few minutes and try again. |
| "I couldn't reach the server just now. Try again in a moment." | Your connection or ours dropped. Try again. |
| "That tool isn't available to connect yet." | It is not switched on for your account. Ask us if you need it. |
| "You can only look at this business. Ask an owner to connect it." | Your level is Can only look. Ask the owner to change it or to connect the tool. |
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