configure_crm_sync to seed the data, or whenever the user wants an immediate refresh.
CRM sync is gated like
configure_crm_sync. The CRM must already be connected (connect_integration) and sync configured (configure_crm_sync) first.Parameters
| Name | Type | Required | Description |
|---|---|---|---|
provider | "hubspot" | "pipedrive" | "attio" | Which connected CRM to pull from (default hubspot). | |
full | boolean | true re-fetches everything; default is incremental (only what changed since the last pull). |
Returns
When to call it
- Immediately after
configure_crm_sync, to seed the data without waiting for the cron. - Whenever the user asks for the latest from their CRM.
- After a known change in the CRM you want reflected now.
Backed by
POST /v2/workspace/crm-sync-now — the same syncCrmProvider engine the scheduled auto-sync worker uses, so manual and scheduled pulls stay consistent. Logged to the Ops page.