<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/6734ae2f842f4c138290b7cda1e9a80b&quot; frameborder=&quot;0&quot; width=&quot;1920&quot; height=&quot;1440&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1440</height><width>1920</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1440</thumbnail_height><thumbnail_width>1920</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/6734ae2f842f4c138290b7cda1e9a80b-dc67f389bcaee544.gif</thumbnail_url><duration>66.627</duration><title>Connecting CRM with Subaccounts Made Easy! 🔗</title><description>In this video, I explain how to connect with the CRM for subaccounts. First, we navigate to the agency tab and then click on the client portal to access all subaccount information. From there, you can choose to connect with various CRMs like Judicial or Salesforce by clicking on the respective option. After entering your login details and selecting a subaccount, the integration will happen seamlessly. I encourage you to follow these steps to streamline your access to the accounts.</description></oembed>