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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.

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Parameters

NameTypeRequiredDescription
provider"hubspot" | "pipedrive" | "attio"yesWhich connected CRM to configure.
autoSyncbooleanPull contacts/companies/deals daily.
pushActivitiesbooleanPush touchpoints (meetings, replies, proposals) back to the CRM.
createInCrmbooleanAuto-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.
createRequireIcpFitbooleanRequire an ICP-fit score before creating a record.
createIcpThresholdnumberMinimum ICP-fit score to create (0–100).
hygieneEnabledbooleanRun scheduled hygiene reconciliation.
hygieneCadence"weekly" | "monthly"How often hygiene runs.

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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.

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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.

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Backed by

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