Connexify

Connexify

Connexify is a SaaS platform that speeds up client onboarding for agencies and service providers by letting teams create branded, permission-specific access links so clients can connect accounts in minutes.

Connexify is automation software teams evaluate for automation. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Freemium API Enterprise 80/100
#140 in Automation (140 tools)
Added 3 months ago
17630 directory views this week

Quick Overview

Best for: Automation

What it does

Automation software for decision-makers comparing workflow fit and alternatives.

Best fit

Automation

Pricing snapshot

Freemium from $33 / mo (monthly) — 25% off when yearly

Next step

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Connexify

Connexify is a client onboarding platform built for digital marketing agencies, freelancers, developers, and SEO experts who manage multiple client accounts. It replaces lengthy credential collection and setup steps with a single, shareable branded link that guides clients through connecting accounts (Google Ads, Analytics, Meta, Shopify, TikTok, etc.) and granting the precise permissions required. Trusted by 500+ agencies, Connexify centralizes access management, allows teams to create custom account types and branded onboarding flows, and includes features for permission control, white-labeling, and integrations via API & webhooks for higher-tier plans.

Connexify is a SaaS platform that speeds up client onboarding for agencies and service providers by letting teams create branded, permission-specific access links so clients can connect accounts in minutes.

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Key Features

Branded onboarding links

Create on-brand onboarding links with your logo, colors, and personalized welcome/thank-you messages so clients experience a professional, consistent flow.

One-click platform connections

Connect commonly used platforms (Google Ads, Google Analytics, Google Tag Manager, Search Console, Google Merchant Center, Google Business Profile, Meta, Shopify, TikTok and more) so clients can approve access quickly.

Fine-grained permission selection

Choose specific accounts and permission levels (read-only or full access) for each onboarding link to request only what's necessary for the engagement.

Centralized dashboard

Manage created links, review connected accounts, update permissions, and revoke access from a single clean dashboard.

White-labeling

Available on Medium and higher plans — remove Connexify branding and present a fully branded onboarding experience to clients.

API & Webhooks

Pro and Enterprise plans include API and webhook support to integrate Connexify with internal systems and automate workflows.

Security & compliance

Uses industry-standard encryption, stores only required data, supports GDPR compliance, and provides controls to revoke access when needed.

Multi-user and role support

Plans include options for multiple users and unlimited users on higher tiers, plus custom account types for complex onboarding needs.

Pricing

Free Tier Available

14-day free trial (no credit card required)

Beginner

$33 / mo (monthly) — 25% off when yearly
  • 5 clients per month
  • 2 users included
  • Support for Google, Meta, Shopify
  • 2 connected accounts

Medium

$75 / mo (monthly) — 25% off when yearly
  • 15 clients per month
  • Unlimited users
  • Priority support
  • Platform insights

Pro

$135 / mo (monthly) — 25% off when yearly
  • 20 clients per month
  • Unlimited users
  • Dedicated support
  • API and Webhooks

Enterprise

Custom pricing
  • Custom client volume
  • Unlimited everything (users/accounts)
  • SLA guarantees
  • Custom integrations

Use Cases

Agency client onboarding

Agencies use Connexify to onboard new clients quickly by sending a single branded link that connects ad, analytics, and storefront accounts without back-and-forth emails.

Freelancers and consultants

Freelancers and consultants reduce setup friction and ensure they receive the exact permissions needed to run campaigns or audits.

Technical teams and developers

Developers and technical teams use API & webhooks (Pro/Enterprise) to integrate onboarding events into internal tooling and automate account provisioning.

White-label client experiences

Teams that want a polished, on-brand onboarding flow for clients use white-labeling to present a consistent client-facing experience.

Integrations

Google Ads

Enables agencies to request and receive access to clients' Google Ads accounts for campaign management.

Google Analytics

Connect client analytics properties to allow reporting and analysis access.

Google Tag Manager

Allow access to tag manager containers for deployment and diagnostic work.

Google Search Console

Facilitates adding users to Search Console properties for SEO tasks.

Google Merchant Center

Collect access to Merchant Center accounts for e-commerce campaign setup.

Google Business Profile

Request access to Business Profile listings for local SEO and listing management.

Meta (Facebook/Instagram)

Connect Meta ad accounts and pages for social media advertising setup.

Shopify

Connect Shopify stores to enable e-commerce integrations and ad/shop setup.

TikTok

Support for connecting TikTok ad accounts and related assets.

Benefits

Dramatically faster onboarding — turn days of setup into minutes via a single link
Reduces back-and-forth communication and eliminates confusing setup instructions
Professional, branded experience that reassures clients and strengthens brand trust
Centralized permission management with the ability to revoke or adjust access at any time
Supports common platforms used by agencies, minimizing manual account setup work

Limitations

Not all possible third-party platforms are supported yet — Connexify adds new integrations based on user feedback.
API & Webhooks are only included in Pro and Enterprise plans (not in lower tiers).
The free offering is a time-limited 14-day trial rather than a permanent free tier.

Frequently Asked Questions

What is Connexify?
Connexify is a SaaS platform that streamlines client onboarding by letting agencies create shareable links that request specific account access and permissions, enabling clients to connect accounts in minutes.
Who is Connexify for?
Connexify is designed for digital marketing agencies, freelancers, consultants, developers, and service providers who manage multiple client accounts and want to simplify onboarding.
How does Connexify work?
You connect your own platform accounts to Connexify, create a branded onboarding link specifying required accounts and permissions, then send that link to your client who approves and connects the accounts.
Is there a free trial?
Yes — Connexify offers a 14-day free trial for new users with no credit card required.
How is client data handled and is Connexify secure?
Connexify uses industry-standard encryption, stores only the information required to facilitate onboarding, and complies with GDPR and other data protection regulations to protect client credentials and account access.
Can I revoke access after a client connects?
Yes — permissions and access can be managed and revoked at any time from the Connexify dashboard.
Does Connexify offer API and webhook integrations?
Yes — API and Webhooks are available on Pro and Enterprise plans to enable integrations with internal systems and automated workflows.

Getting Started

  1. 1 Step 1: Connect your own accounts (e.g., Google Ads, Analytics, Meta, Shopify, TikTok) from the Connexify dashboard.
  2. 2 Step 2: Create a branded access link — select the accounts, set permissions (read-only or full), and customize branding and messages.
  3. 3 Step 3: Share the link with your client; they approve the requested access and accounts connect in minutes.

Support

Email support

Available to all users; contact via the platform or support email (access through the Contact page).

Priority support

Included in Medium and Enterprise plans for faster response times.

Dedicated account manager

Available for Enterprise customers as part of the Enterprise service.

Documentation & Guides

Step-by-step guides, video tutorials, and an extensive knowledge base available via the Docs/Resources pages.

API

Available: Yes
Documentation:

https://www.connexify.io/docs

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