sync_crm_now

Pull the latest from a connected CRM right now, instead of waiting for the daily auto-sync. Same engine the scheduled sync uses.

Run an immediate incremental pull from a connected CRM (HubSpot, Pipedrive, or Attio) — the records that changed since the last sync — without waiting for the daily auto-sync cron. Use it straight after 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

Pulled from hubspot: 142 records — 31 new, 111 updated.

It only advances the sync cursor on a clean run, so a partial failure retries the same window next time — no records are missed.

If sync isn’t set up yet:

Sync isn't configured for that CRM yet — call configure_crm_sync first.

That CRM isn't connected. Tell the user to connect it on the Integrations page, then try again.

Salesforce isn’t supported yet — only HubSpot, Pipedrive, and Attio.

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.