← CRM ConnectorCONTENT HISTORY

Update to CRM Connector

Snapshot Oct 27, 2026 · 00:47 UTC · version 1.1.0

WHAT CHANGED

Declared capabilities changed

Full description — Now says: check how your own syncs are doing, and with AI Access work with the records of a connected system.

Observed in instructions or declared skills. Runtime behavior has not been tested.

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Full description

Before

Oct 24, 2026 · 13:33 UTC

and check how your own syncs are doing.

After

Oct 27, 2026 · 00:47 UTC

check how your own syncs are doing, and with AI Access work with the records of a connected system.

Long description

Before

Oct 24, 2026 · 13:33 UTC

moment, such as once an invoice is paid - Which fields go across for a record type, and which you can switch off - How each system connects, step by step, and where to find what it asks for - A plan for the workflow you describe, with a ...

After

Oct 27, 2026 · 00:47 UTC

moment - Which fields go across for a record type, and how each system connects - A plan for the workflow you describe, with a link that opens the setup prefilled - Your integrations, whether they run and when they last synced - What fai...

Declared skills

Before

Oct 24, 2026 · 13:33 UTC

[{"description":"Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting, or what the latest syncs did....

After

Oct 27, 2026 · 00:47 UTC

[{"description":"Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting, or what the latest syncs did....

Is v2 template

Before

Oct 24, 2026 · 13:33 UTC

Not present

After

Oct 27, 2026 · 00:47 UTC

false

Compare saved observations

Download comparison JSON
Full technical diff · 10 changed fields

added /is_v2_template

BEFORE
Field was absent
AFTER
false

changed /release/description

BEFORE
"The integration hub for your CRM, field service and accounting apps. See what two systems can sync, plan an integration with a prefilled setup link, and check how your own syncs are doing."
AFTER
"The integration hub for your CRM, field service and accounting apps. See what two systems can sync, plan an integration with a prefilled setup link, check how your own syncs are doing, and with AI Access work with the records of a connected system."

changed /release/id

BEFORE
"pluginrel_5b797858548881918dc4d7155d60cbf6"
AFTER
"pluginrel_c9eb9b10106881918c26fcb68ea13bba"

changed /release/interface/capabilities

BEFORE
[
  "See every system CRM Connector connects and what two systems can sync",
  "See which fields travel and how to connect each system",
  "Plan an integration, one way or both ways, with a prefilled setup link",
  "List your integrations, what failed and why, and what is waiting",
  "See what the latest syncs of an integration did"
]
AFTER
[
  "See every system CRM Connector connects and what two systems can sync",
  "Plan an integration, one way or both ways, with a prefilled setup link",
  "List your integrations, what failed and why, and what is waiting",
  "Search and read the records of a system you connected to AI Access",
  "Update records you approve, with a change log and undo"
]

changed /release/interface/composer_icon_url

BEFORE
"https://files.openai.com/content?id=file_00000000257081f492fab31b8fba2cf3"
AFTER
"https://files.openai.com/content?id=file_0000000048f08243a9046eade41e9c15"

changed /release/interface/logo_url

BEFORE
"https://files.openai.com/content?id=file_0000000023cc82109d5492fed9fe95f1"
AFTER
"https://files.openai.com/content?id=file_000000006b7c8243a083b0f3eea14cd5"

changed /release/interface/long_description

BEFORE
"The integration hub for your CRM, field service and accounting apps. CRM Connector keeps them in sync, so a new customer, a won deal or a paid invoice shows up where your team works, without copying it by hand. It connects QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive, Salesforce, ServiceM8 and more.\n\nExplore and plan, no account needed:\n- Which systems CRM Connector connects, and which systems each one pairs with\n- What two systems can sync: which records travel, in which direction and at which moment, such as once an invoice is paid\n- Which fields go across for a record type, and which you can switch off\n- How each system connects, step by step, and where to find what it asks for\n- A plan for the workflow you describe, with a link that opens the setup prefilled, one way or both ways\n- A clear answer when something is not offered, with a link to request it\n\nCheck your own syncs, for CRM Connector customers:\n- Your integrations, the systems they connect, whether they run and when they last synced\n- What failed and why, and which records are waiting on a related record\n- What the latest syncs did: records read, written, skipped and failed\n\nRead only:\n- It never creates, changes, pauses or deletes an integration, and never starts a sync\n- It never touches the records in your connected systems\n- Answers never contain your customers' names, contact details or amounts\n\nYour account:\n- Connect it through the CRM Connector sign in and a consent page that shows what the assistant may see\n- Disconnect at any time in CRM Connector under Settings, Security, Connected AI assistants"
AFTER
"The integration hub for your CRM, field service and accounting apps. CRM Connector keeps them in sync, so a new customer, a won deal or a paid invoice shows up where your team works, without copying it by hand. It connects QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive, Salesforce, ServiceM8 and more.\n\nExplore and plan, no account needed:\n- Which systems CRM Connector connects, and which systems each one pairs with\n- What two systems can sync: which records travel, in which direction and at which moment\n- Which fields go across for a record type, and how each system connects\n- A plan for the workflow you describe, with a link that opens the setup prefilled\n\nCheck your own syncs, for CRM Connector customers:\n- Your integrations, whether they run and when they last synced\n- What failed and why, and which records are waiting\n- What the latest syncs did\n\nWork with your records, with AI Access:\n- Search and read the records of a system you connected, such as contacts, deals and invoices\n- Find the same customer in your other connected systems\n- With AI Agent: update records and add notes, tags or tasks, each change shown first and written only after you agree\n- A change log with undo where the system allows it\n\nYou stay in control:\n- You choose per system and per record type what the assistant may see or change\n- Changing records is a separate permission on the consent page, off unless you allow it\n- It never deletes a record and never records a payment\n- It never creates, pauses or deletes an integration, and never starts a sync\n- Disconnect at any time in CRM Connector under Settings, Security, Connected AI assistants"

changed /release/keywords

BEFORE
[
  "crm",
  "accounting",
  "field service",
  "sync",
  "integration",
  "invoices",
  "quickbooks",
  "xero",
  "jobber",
  "hubspot"
]
AFTER
[
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  "accounting",
  "field service",
  "sync",
  "integration",
  "invoices",
  "quickbooks",
  "xero",
  "jobber",
  "hubspot",
  "ai access",
  "records"
]

changed /release/skills

BEFORE
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    "interface": {
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AFTER
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      "default_prompt": null,
      "display_name": "check-my-syncs",
      "icon_large_url": null,
      "icon_small_url": null,
      "iconography": "chart",
      "short_description": "Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting, or what the latest syncs did."
    },
    "name": "check-my-syncs",
    "plugin_release_skill_id": "pluginrsk_6ade2738c8588191982dc89304e692ac"
  },
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      "icon_large_url": null,
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    "plugin_release_skill_id": "pluginrsk_6ade27385a4881919ce79cb99eb78c65"
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    "interface": {
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    "name": "set-up-a-sync",
    "plugin_release_skill_id": "pluginrsk_6ade27388f548191a7048e9c6ea687f2"
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  {
    "description": "Work with the records of a business system the customer connected to AI Access in CRM Connector. Use it when someone asks about their own customers, deals, invoices or quotes in such a system, or asks to update, tag or note them.",
    "interface": {
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      "display_name": "work-with-my-records",
      "icon_large_url": null,
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      "short_description": "Work with the records of a business system the customer connected to AI Access in CRM Connector. Use it when someone asks about their own customers, deals, invoices or quotes in such a system, or asks to update, tag or note them."
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changed /release/version

BEFORE
"1.0.1"
AFTER
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Full snapshot data
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SHA-256 of public snapshot: 9b3a3acdf3e1022c01511f6a2792e4f565e2719d2b915fcef1ecf496c8660df8