Create your account and workspace
Sign up, set up your workspace and connect your CRM in one setup flow.
Updated · Admin
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What you'll need
- A work email address, or a Google account.
- Permission to connect your CRM (HubSpot, Zoho CRM or Frappe).
- The phone you capture from, with WhatsApp on it, for the last setup step.
Set up your workspace
Open the sign-up page
Go to Create your account.
Choose how to sign in
Choose Continue with Google, or enter your Email and choose Send a magic link, then open the link we email you. To use a password, choose Use a password instead, fill in Name, Email and Password, choose Create account, then open the verification link we email you.
Enter your company website
In Company website, type your site address and choose Find my brand. RareMachine fills in your company name, brand colour and logo from the site. If you would rather not look up a site, use the link next to Find my brand to type a company name by hand.
Check the details
Confirm Company name and Brand colour, then choose Continue.
Connect your CRM
On Connect your CRM, choose Connect HubSpot, Connect Frappe or Connect Zoho CRM, then follow your CRM's own screens. The steps for each are in Connect HubSpot, Connect Zoho CRM and Connect Frappe.
Choose WhatsApp
On Where does your team message from?, choose Connect next to WhatsApp.
Link your own number
On Link your own WhatsApp number, follow Link your WhatsApp number. To do it later, choose Skip WhatsApp setup for now.
Result: the last screen says your CRM is connected and shows a live count read from your CRM. Choose Go to dashboard to finish.
Frequently asked questions
What if my company already has a workspace?
Setup shows Your organisation already uses RareMachine. Ask your workspace admin to invite your email address, or choose Use a different account.
I have an invitation. Do I still create a workspace?
Open the invitation email and accept it instead. If setup offers a choice, choose the button that starts with Join, followed by your workspace name.
Can I skip the CRM step?
No. Setup moves on only once a CRM is connected, because the later steps rely on it.
Can I belong to more than one workspace?
No. A RareMachine account belongs to one workspace, and colleagues join yours by invitation.