Push an order to a CRM
push_to_crmPushes an order's records to a connected CRM such as HubSpot or Salesforce, keyed on mydatahub_record_id, as record operations only: nothing is ever sent to the contacts. dry_run defaults to true and reports what would be created, updated or skipped; a live push needs the user's confirmation or an agent key allowed push_to_crm on that connection, or it returns confirmation-required. Free; it needs pushes:write and a connection made in the app. Show the dry run to the user before a live push. Lawful basis is UK GDPR Article 6(1)(f) legitimate interests; email audiences include corporate subscribers only by default (PECR), so sole traders and ordinary partnerships are left out unless the toggle is changed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dry_run | No | Default true: report what would change without writing. A live push needs approval: a person's confirmation, or an agent key allowed push_to_crm on this connection. | |
| order_id | Yes | The order whose records to push. | |
| connection_id | Yes | Format: a CRM connection id: conn_ followed by a 26 character ULID in upper case Crockford base32, such as conn_01JB3Y2X6Y7Z8A1B2C3D4E5F6G. | |
| update_existing | No | Update records already in the CRM, matched on mydatahub_record_id. Default true. | |
| confirmation_token | No | The token the approval page on mydatahub.emailmovers.com returns once the signed-in person approves. It is bound to that person (their sub), this spend (the machine quote_id, or the enrichment or push) and an expiry no later than the quote's, and it is redeemable once. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Format: a CRM push id: psh_ followed by a 26 character ULID in upper case Crockford base32, such as psh_01JB4NC3W2X6Y7Z8A1B2C3D4E5. | |
| errors | Yes | ||
| sample | Yes | On a dry run: the property group the first record would carry. | |
| status | Yes | ||
| dry_run | Yes | ||
| summary | Yes | ||
| order_id | Yes | Format: an order id: ord_ followed by a 26 character ULID in upper case Crockford base32, such as ord_01JB4N9S3W2X6Y7Z8A1B2C3D4E. | |
| created_at | Yes | ||
| completed_at | Yes | ||
| connection_id | Yes | Format: a CRM connection id: conn_ followed by a 26 character ULID in upper case Crockford base32, such as conn_01JB3Y2X6Y7Z8A1B2C3D4E5F6G. | |
| property_group | Yes | The MyDataHub property group written on every record (CrmPropertyGroup). |