configure_crm_sync

Configure the CRM sync rules for a connected CRM, the same options as the CRM Sync page. The CRM must already be connected (HubSpot, Pipedrive, or Attio). Send only the fields you want to change; the rest keep their current values.

CRM sync is a Growth+ feature. On lower plans this returns feature_not_in_plan. Connecting a CRM is not gated — only configuring the sync is.

Parameters

Name	Type	Required	Description
`provider`	`"hubspot"` \| `"pipedrive"` \| `"attio"`	yes	Which connected CRM to configure.
`autoSync`	boolean		Pull contacts/companies/deals daily.
`pushActivities`	boolean		Push touchpoints (meetings, replies, proposals) back to the CRM.
`createInCrm`	boolean		Auto-create new records when they earn it.
`createTrigger`	`"any_reply_or_meeting"` \| `"positive_reply_or_meeting"` \| `"meeting_only"` \| `"interested_stage"`		What earns a new record.
`createRequireIcpFit`	boolean		Require an ICP-fit score before creating a record.
`createIcpThreshold`	number		Minimum ICP-fit score to create (0–100).
`hygieneEnabled`	boolean		Run scheduled hygiene reconciliation.
`hygieneCadence`	`"weekly"` \| `"monthly"`		How often hygiene runs.

Returns

CRM sync configured for hubspot. auto-sync on, create on (positive_reply_or_meeting, ICP ≥ 70), hygiene weekly.

If the CRM isn’t connected yet:

hubspot isn't connected yet. Tell the user to connect it on the Integrations page, then configure sync.

When to call it

After the CRM is connected, to set the sync, create, and hygiene rules.
To adjust the rules later — send only the changed fields.

Backed by

POST /v2/workspace/crm-sync — the agent setup surface, gated to Growth+. Logged to the Ops page.

Overview

Tools

Setup tools

configure_crm_sync

Parameters

Returns

When to call it

Backed by

​Parameters

​Returns

​When to call it

​Backed by

Parameters

Returns

When to call it

Backed by