Set Owner Mode
set_owner_modeSet who decides the owner of a record LiveCRM creates on a connection. 'crm' leaves ownership to the org's own assignment rules and automation, which is how every connection starts. 'livecrm' has LiveCRM decide the owner with the connection's Assignment rules, accounts first, contacts taking their account's owner when the connection says so; it is refused, naming each problem, until those rules can route every record LiveCRM creates (an active routing field the CRM does not calculate, an active pool, an eligible rep in every pool). list_crm_connections shows each connection's current mode. A HubSpot connection is always 'livecrm', because HubSpot assigns no owner to a record created through its API; 'crm' is refused there. This writes nothing to the CRM and changes no existing record; it decides the owner of records created from now on.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| owner_mode | Yes | 'crm' or 'livecrm'. 'livecrm' is refused while the connection's Assignment rules are not ready. | |
| connection_id | Yes | The CRM connection. Call list_crm_connections first. |