We have a person contact for their personal tax stuff.
We also have an org already in our system owned by someone else.
That personal contact buys the org.
How do we now associate the existing personal contact with the existing org contact?
Follow up question, and really at the heart of the matter, how does one create a Zapier task to create both a personal contact and an org contact at the same time and have them be associated with one another?
Best answer by DianeKView original