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‎May 29, 2024 12:07 AM
Question on best practice.
As an automation consultant, I'm building a CRM for my client which will integrate with Typeform, Make etc.
Eventually I'd like to transfer ownership to the client while keeping enough access for any maintenance, but I am foreshadowing changes to credentials/access tokens etc resulting in broken links on integrated apps.
How does everyone else do it with the least amount of moving pieces in the transfer? Do you start a new workspace and get the client to sign up for a paid Airtable account?
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