The workflow, in plain English
Before: Prospect messages you on LinkedIn. You copy their name, switch to Salesforce, search the contact, create an activity note, paste the message, switch back. Per message: 2 minutes.
After: You read the LinkedIn message. Say “log this.” Dassi switches to your CRM tab, finds the contact, creates the note with the message text and timestamp, switches back. 3 seconds. No API keys. No OAuth. No Zapier subscription.
Why traditional tools can’t: LinkedIn’s Zapier integration doesn’t capture message content. CRM integrations require API setup per tool. Dassi just reads both pages through the DOM.
Step-by-step
- Open the LinkedIn message thread.
- Ask dassi to log it to your CRM (Salesforce/HubSpot) tab.
- Confirm the matched contact/company.
- Let dassi create the note + any follow-up tasks.
Example prompts to try
- “Log this message thread to Salesforce under this contact.”
- “Summarize the last 5 messages and add as a note in HubSpot.”
- “Create a follow-up task for next Tuesday.”
Tips for better results
- Be specific about what you want injected into the page (buttons, filters, a panel, a summary, etc.).
- If the page has multiple sections, tell dassi exactly what to focus on (e.g., “the transactions table” or “the diff for file X”).
- Prefer safe workflows first: draft, summarize, label, and prepare — then take actions (submit, purchase) only after review.