CRM connections

• Connect HubSpotLink your HubSpot portal to your workspace, then have each teammate connect their own account.
• Connect Zoho CRMLink your Zoho organization to your workspace, then have each teammate connect their own account.
• Connect FrappeLink your Frappe site to your workspace, then connect your own Frappe account.
• Map your fieldsChoose which CRM field each captured detail goes into, and what happens when the CRM already has a value.
• Reconnect or disconnect a CRMFix a CRM connection that needs attention, or disconnect it to switch to a different CRM.
• What RareMachine stores and what it doesn'tYour CRM stays the system of record, and RareMachine stores connection details, captures, conversations and an audit trail.