Connections

X3 stores every connection once, at the organization (X3 Konto › Verbindungen). The products use it from there: Growth Intelligence for ad costs, conversions, the CRM sync, Search Console and Instant Form leads, the Sales Engine for mailboxes, calendars and Instant Form leads. A Facebook page you connected in Growth Intelligence can feed the Sales Engine without signing in to Facebook again.

KindBelongs toConnected inUsed for
Ad account (Google, Meta, LinkedIn, TikTok)the organization or one projectGrowth Intelligence › Einstellungen › Werbekonten & Budgetad costs, reporting conversions
CRM (HubSpot, Pipedrive …)the project it was connected in, usable in othersGrowth Intelligence › Einstellungen › CRMCRM sync
Search Consolethe project it was connected in, usable in othersGrowth Intelligence › Einstellungen › Google Search Consolesearch queries and clicks
Facebook pageone projectGrowth Intelligence › Einstellungen › Instant FormsInstant Form leads in Growth Intelligence and in the Sales Engine
Mailbox, calendarone personSales Engine › Einstellungen › Verbindungenmails and appointments of that person

Existing connections were taken over automatically on 1 Nov 2026: nobody has to connect or register again, and every connection keeps working where it worked before.

Overview

X3 Konto › Verbindungen lists the organization's connections and your own personal ones in one table (sort, filter, search, choose columns, CSV). Every row shows the account as you know it (ad account, CRM portal, property, page name, mail address), the provider, the status and where it is used: product, project and purpose. Open a row for the details:

  • Genutzt in: every use. eingerichtet im Produkt means the product set it up (selecting ad accounts, connecting a CRM); hier hinzugefügt means someone used an existing connection for another product.
  • Erteilte Berechtigungen: what the provider granted, when X3 can read it (Facebook Login, CRMs).
  • Jetzt prüfen: asks the provider right now whether the connection still works and stores the answer in the product. Only who may manage the connection sees it (capabilities.check).
  • Berechtigungen erneut anfragen / Neu verbinden: see Permissions. A CRM needs its region or domain and an own mail server its password, so they are reconnected in the product: the card then links there (In den CRM-Einstellungen neu verbinden), capabilities.reauthorize is false.
  • Trennen: see Disconnect.

Everyone in the organization sees the organization's connections, never a token (a pasted token shows only its first and last characters). Personal connections are only visible to their owner.

Uses

A use says which product uses a connection for what. Most uses come from the products themselves and are changed there. Four uses can be added from the registry: Bestehende Verbindung verwenden.

Instant Form leads in the Sales Engine. Sales › Einstellungen › Verbindungen › Facebook-Lead-Formulare lists the Facebook pages already connected in X3. Bestehende Verbindung verwenden (Sales admins) makes the Sales Engine take the page's Instant Form leads as contacts, also when the project's Leads automatisch als Kontakte übernehmen is off. Nicht mehr verwenden stops it; contacts already created stay. Neu verbinden comes second and opens Growth Intelligence, where a new page is connected once for every product. Leads only arrive for forms switched on in Growth Intelligence › Instant Forms: each page shows how many are active (activeForms). A page without an active form offers Formulare in Growth Intelligence einschalten instead, and the API answers instant_forms_inactive.

An ad login of another project. Growth Intelligence › Einstellungen › Werbekonten & Budget lists the logins of other projects of the organization (that you manage too) with Bestehende Verbindung verwenden, before the platforms to connect anew. Choose the ad accounts that count in this project: no new sign-in, the first sync starts right away. Over the API: { "connectionId": "…", "product": "growth", "purpose": "ad_costs", "projectId": "…", "settings": { "accountIds": ["…"] } } (ads:write in both projects). The login stays with the project it was connected in.

A CRM or Search Console of another project. Growth Intelligence › Einstellungen › CRM and › Search Console list the connections of other projects of the organization under Bestehende Verbindung verwenden, before CRM verbinden or Mit Google verbinden. Verwenden connects this project with the same account, without a new sign-in: the CRM gets this project's leads with this project's own field mapping and routing (the first sync starts right away), Search Console reads the property you choose next. See Sharing.

Sharing

A shared CRM or Search Console connection is one connection in X3 Konto with one use per project.

  • The account and its status belong to the connection: reconnecting it once (in the project it was connected in) reaches every project.
  • Each project keeps its own settings: alias, field mapping, routing and pausing of the CRM, the property and its data of Search Console.
  • Trennen in a project's settings, or Nutzung beenden in X3 Konto, stops only that project. The other projects keep running, nothing is revoked at the provider. If the project that connected it stops, the next project takes the connection over.
  • The last project disconnects the account: in its settings, or with Trennen in X3 Konto, which stops every project at once. Nutzung beenden on the last use answers last_use_disconnects.

Using a connection of another project needs the product right in both projects: crm:write (and leads:read) for a CRM, project:admin for Search Console. Over the API: { "connectionId": "…", "product": "growth", "purpose": "crm_sync", "projectId": "…", "settings": { "alias": "vertrieb" } } or { …, "purpose": "search_console", "settings": { "siteUrl": "sc-domain:example.com" } } (siteUrl optional).

Permissions

Some purposes need permissions of the provider, for example leads_retrieval of a Facebook page for Instant Form leads. If the connection lacks one, the use shows es fehlt: … and adding it answers connection_scopes_missing.

A page connected with a pasted access token does not tell X3 its permissions; they count as granted once a lead was read through the page.

You do not connect again. In X3 Konto › Verbindungen open the connection and choose Berechtigungen erneut anfragen: the provider asks only for what is missing (Facebook asks again for every unticked box). Pick the same page afterwards: the connection keeps its place, its uses and their settings.

Disconnect

Trennen stops the connection in every product at once. Before, X3 lists every use that will stop. Data already transferred (leads, costs, mails) stays. Disconnecting needs the right of the product the connection belongs to (for example project:admin of the project a Facebook page was connected in) and asks for your password. A personal connection is disconnected only by its owner.

API and MCP

RESTMCPWhat
GET /v1/orgs/{org}/connections (usableFor=sales:instant_forms, category, product, purpose, status, includeRevoked)connections_listconnections with their uses
GET /v1/orgs/{org}/connections/{id} (check=true asks the provider live, only who may manage it)connection_statusstatus, missing permissions, uses a disconnect would stop
GET /v1/orgs/{org}/connection-usesconnection_uses_listevery use (product, project, purpose, required and missing permissions, settings)
POST /v1/orgs/{org}/connection-usesconnection_uses_createuse an existing connection, e.g. { "connectionId": "…", "product": "sales", "purpose": "instant_forms", "settings": { "formIds": ["…"] } }
DELETE /v1/orgs/{org}/connection-uses/{id}connection_uses_deletestop a use: one added through the registry, or one project's use of a shared CRM or Search Console
POST /v1/orgs/{org}/connections/{id}/reauthorize(open accountUrl)consent URL that asks again for missing permissions
DELETE /v1/orgs/{org}/connections/{id}?confirm=true(open accountUrl)disconnect everywhere, needs the password step

Every member may read. Adding or stopping a Sales use needs sales:admin, an ad cost use ads:write, a CRM use crm:write, a Search Console use project:admin. No answer contains a token or a Composio id. Errors: connection_scopes_missing, use_managed_in_product, connection_not_active, confirmation_required, instant_forms_inactive, reconnect_in_product, last_use_disconnects.