import-from-crm

Fill the firm's Alludium Brain from its CRM (Affinity, Attio or HubSpot) - the companies, people and deals on a chosen list, saved view, pipeline or set of named companies, with their notes and recent meetings - through the CRM's hosted connector. Always dry-runs first, works in batches with progress, is safe to re-run (changed records are updated) and stops at a size limit. Also backfills one company the brain knows only from its CRM record, when brief, prepare-meeting or seen-before offer it. Use when the user says "import our Affinity pipeline", "import from Affinity", "load our deal list from the CRM into the brain", "backfill the brain from HubSpot", "import our Attio deals" or "dry-run a CRM import". Not for checking a sourcing list against the brain (use seen-before) or filing one meeting (use capture-meeting).