Select which subaccounts sync with your CRM

Your CRM integration settings now have a Subaccount sync section, which replaces the old Sync subaccounts checkbox.

The new section gives you three options:

• Don't sync subaccounts — only parent account data reaches your CRM.
• Sync selected subaccounts — choose subaccounts from the list. Only the ones you select send data.
• Sync all subaccounts — every subaccount sends data, including any you create later.

Previously, the checkbox turned subaccounts on or off together, with no way to select individual ones.

A subaccount that syncs can now also set its own mapping rules. A subaccount rule replaces the parent rule for the same CRM field, but every other parent rule still applies.

If you had Sync subaccounts turned on, your integration is now set to Sync all subaccounts. The same data syncs as before, and you do not need to change anything.