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Description
Detects the opportunity on screen in Connective CRM, collects its data, and hands it to Robin on brokerpedia.com.au. Send data to Robin collects the details of the Connective CRM opportunity you're currently viewing and passes them to Robin, Brokerpedia's AI assistant, so you don't have to re-enter or copy them by hand. When you open an opportunity in Connective CRM and click "Send data to Robin", the extension gathers that opportunity's information — living expenses, income, assets, liabilities, related parties and their employment — using your own logged-in CRM session. It combines them into a single file and opens Robin in a new tab with the data ready to use. The button only appears on the Connective CRM site, and only when you have an opportunity open. The extension acts entirely on your behalf using your existing CRM login; it does not create a separate account or ask for your password. For Brokerpedia brokers using Connective CRM.