Sync Accounts Job

Start an async CRM sync job for accounts and their people.

Creates a background job that syncs the specified accounts and all their people to the connected CRM (Salesforce or HubSpot). Returns a job_id immediately for status polling.

Flow:

1. Call this endpoint -> get job_id
2. Poll /check-job-status with job_id until status is “completed” or “failed”
3. When completed, the result field contains detailed sync results

Behavior:

• Accounts already in CRM with the same owner are updated with latest signals
• Accounts in CRM with a different owner are updated with new signals. Ownership stays unchanged.
• New accounts are created in CRM
• People already in CRM with the account having same owner are updated with latest signals
• People already in CRM with the account having different owner are updated with new signals. Ownership stays unchanged.
• New people in account having same owner are created with assigned user as the people owner.
• New people in account having different owner are created with account owner as the people owner.

POST /api/v1/crm/sync-accounts-job

Sync Accounts Job

cURL

curl --request POST \
  --url https://api.openfunnel.dev/api/v1/crm/sync-accounts-job \
  --header 'Content-Type: application/json' \
  --header 'X-API-Key: <x-api-key>' \
  --header 'X-User-ID: <x-user-id>' \
  --data '
{
  "account_ids": [
    123
  ],
  "assigned_user_email": "<string>"
}
'

200

{
  "job_id": "<string>",
  "status": "<string>",
  "message": "<string>",
  "connected_crm": "<string>",
  "total_records": 123
}

Headers

X-API-Key · string · required

X-User-ID · string · required

Body

application/json

account_ids · integer[] · required

Account IDs to sync to CRM

Required array length: 1 - 500 elements

assigned_user_email · string | null

Email of user to assign CRM records to. If omitted, assigns to authenticated user.

Response

200

application/json

Successful Response

job_id · string · required

status · string · required

message · string · required

connected_crm · string · required

total_records · integer · required