Link Agency Sub-Accounts to Primary Sub-Account CRM
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Cameron Blake
On my company Sub-Account (where I sell SaaS, Services, etc.), I want a way where the Sub-Account Contact is linked to the SaaS account when created and that tasks, notes, etc. are synced between them.
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David Himes
use Pabbly or Zapier, you'll have to create a workflow and use tag or something to identify the things you want synced