CRM Connector

Use this when a signed in CRM Connector customer asks what failed, why records did not arrive, or what is waiting, for all integrations or one. Returns the failed records grouped by their reason with a count per integration and record type, the records waiting on a related record and what they wait on, and totals for the period. Reasons never quote record contents. Do not use it to list integrations (use list_integrations), for one integration's sync history (use get_recent_syncs), or to fix anything: it only reads.

get_sync_health

Use this when someone asks whether CRM Connector can connect a business system, which systems it pairs with, or what travels between two systems: record types, direction (one way or both ways), when a record travels, the filters and the extras. With one system it lists every partner; with two it details that pair. Do not use it for setting up an integration (use plan_integration), for a person's own integrations or sync results, or for systems this tool does not list. A system missing from the list is not supported: say so and share https://crm-connector.com/platform/request-integration. Available today: companycam (CompanyCam), freeagent (FreeAgent), freshbooks (FreshBooks), gohighlevel (HighLevel), housecallpro (Housecall Pro), hubspot (HubSpot), jobber (Jobber), pipedrive (Pipedrive), quickbooks (QuickBooks), salesforce (Salesforce), servicem8 (ServiceM8), square (Square), stripe (Stripe), xero (Xero), zohobooks (Zoho Books), zohocrm (Zoho CRM).

find_sync_options

Use this when a signed in CRM Connector customer asks which integrations they have, whether they are running, or when they last synced. Returns each integration with its id, the two systems, the direction, the status, the record types, the last sync and how many records failed or are waiting in the last 7 days. Do not use it for what CRM Connector can connect in general (use find_sync_options), for why records failed (use get_sync_health), or to change an integration: it only reads.

list_integrations

Use this when someone wants to set up a sync between two systems, for example "when a deal is won in our CRM, make a draft invoice in our accounting system". It checks the plan against what CRM Connector offers and returns the record types that will travel plus a link that opens the setup wizard prefilled, where the person signs in, connects both systems and reviews everything before anything syncs. Call find_sync_options first when you do not know which record types a pair offers. Do not use it for questions about what is possible (use find_sync_options), for a person's own integrations, or to start syncing: nothing is created by this tool.

plan_integration

Use this when a signed in CRM Connector customer asks when one integration last ran and what it did. Returns the latest syncs of that integration, newest first, each with its moment, outcome, direction and per record type how many records were read, written, skipped (with the reasons) and failed. Needs the integration id from list_integrations. Do not use it for the reasons records failed across integrations (use get_sync_health) or to start a sync: it only reads.

get_recent_syncs

Use this when you need to know which CRM Connector account is connected, for example to tell two connected accounts apart. Returns an opaque id, the organisation name and the email address of the signed in person. Do not use it for integrations or sync results.

get_profile