Update to CRM Connector

{
  "description": "Turn an integration someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".",
  "included_files": [],
  "name": "set-up-a-sync",
  "skill_md_contents": "---\r\nname: set-up-a-sync\r\ndescription: Turn an integration someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".\r\n---\r\n\r\n# Set up a sync with CRM Connector\r\n\r\nThis belongs to part 1 of the plugin, **Integrations between two systems**: an integration set up once that then keeps two systems in sync by itself. Work inside one system (reading, changing or automating its records) is part 2, AI Agents: `get_ai_access` explains it.\r\n\r\nCRM Connector keeps business systems in sync: contacts, invoices, quotes, deals, jobs and appointments travel between systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive and Salesforce. This skill turns a wish into a plan; the CRM Connector tools hold the facts.\r\n\r\n## Steps\r\n\r\n1. **Know the two systems and what should travel.** If either is unclear, ask one short question, for example \"Which system do the deals start in, and where should the invoices end up?\" Never guess a system.\r\n2. **Check what is possible.** Call `find_sync_options` with both systems. Use what it returns: the record types, the direction (one way, or both ways for the record types it marks), the moments a record can wait for (such as when paid or when accepted) and the filters.\r\n3. **Make the plan.** Call `plan_integration` with:\r\n   - the source system and the target system\r\n   - the record type keys `find_sync_options` returned\r\n   - the trigger, when the person asked for one\r\n   - `direction` `both_ways` when changes made in either system should reach the other; leave it out for one way\r\n\r\n   When the person is signed in and allowed \"Manage your integrations\", `create_integration` takes the same arguments and creates the integration right away, after they confirm what will be created.\r\n4. **Share the link and what happens next.**\r\n   - Share the setup link from the plan as a link.\r\n   - They open it, sign in or create a CRM Connector account, connect both systems and review every choice before anything syncs.\r\n   - Pass on the plan's notes, for example that contacts travel along, that a sync from date is needed, or which record types stay one way when both ways was asked.\r\n\r\n## Spreadsheets (Google Sheets, an Excel or CSV file)\r\n\r\n- A spreadsheet only sends: records go from the sheet into the other system and nothing is written back.\r\n- Call `find_sync_options` with the spreadsheet and the other system, or `how_to_connect` with `other_system`. Its `sheet` part holds our template made for that system. Recommend it first, because its columns match by themselves: share the template download link, name the tabs and the required columns, and pass on the steps for using it.\r\n- With a sheet of their own, they match its columns to the fields of the other system in the setup; pass on the tool's sentence about it.\r\n- For a spreadsheet, `get_field_details` names each field by the column of our template.\r\n\r\n## When something is not offered\r\n\r\n- Say so plainly and share the request an integration link the tool gives.\r\n- When a tool says the other direction is possible, offer that instead.\r\n\r\n## Rules\r\n\r\n- Only describe what the tools return. Never promise a record type, a direction, a trigger or a system the tools did not confirm.\r\n- `create_integration` creates an integration, so ask the person to confirm first: say what it will create (the two systems, the record types and the direction) before calling it. It needs \"Manage your integrations\" on the consent page; without it, use `plan_integration` and share the setup link. No tool deletes an integration or a connection.\r\n- Do not discuss prices, plans, trials or discounts. If a tool says the account has no active plan, pass on its sentence and link exactly as given.\r\n- Never ask for passwords, API keys or tokens. Systems are connected inside the CRM Connector app, never in the conversation.\r\n"
}