> ## Documentation Index
> Fetch the complete documentation index at: https://proply-rm-lead-list-docs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Note>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.</Note>

## 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.
