configure_crm_sync

Set how Nous keeps a connected CRM in sync — auto-sync, the create policy and ICP threshold, and the hygiene cadence. The same settings as the CRM Sync page.

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.