Solstral in Gmail, Outlook and LinkedIn: the browser extension

The Solstral extension for Chrome and Edge puts your CRM beside your mail and on LinkedIn.

1. Install and sign in

Install Solstral CRM from the Chrome Web Store or Microsoft Edge Add-ons, then click its toolbar button to open the side panel and press Sign in to Solstral. You approve it on Solstral's own page, like any AI connection, so your workspace needs AI connections allowed (Settings ▸ AI connections). It works as you: your role, the records you can see, and the workspace's connection controls.

2. In Gmail and Outlook

The panel and the toolbar button work on Gmail and Outlook on the web (work, school and personal accounts); on other sites they stay out of the way. Open an email: the panel shows who it's from (in your sent mail, who it went to), found by their exact address, and when they are in Solstral, what's going on with them: their company and deals, the next meeting and task, a few details, and the latest activity, with Open in Solstral. From there:

• Log this email puts the whole email on their timeline. If that inbox is connected in Solstral (Settings ▸ Email ▸ Inboxes), it comes straight from the mailbox, exactly as received; otherwise from what the page shows. Each email is logged once; if it is already in Solstral, the panel says On the timeline.
• Add when they aren't in Solstral yet. The first time, the panel asks where people you add should go: any object with an email field (Contacts, or your own Clients or Members object), and which of its email fields holds their address. It remembers your choice; Change under the Add button picks again. Save to Solstral on LinkedIn uses the same choice.
• Add a task (pick when it's due) or Add a note on their record.
• Draft a reply: a short reply written from the email and their record, to copy into your reply. Nothing is sent. A draft uses one AI credit.

With no email open, type an address in the panel to look anyone up.

3. On LinkedIn

On someone's profile page, press Save to Solstral (bottom right). Their name and headline become a record where you chose people go (see Add above), with the profile's address in a note; if a record with that name is already there, it says so instead. Nothing on LinkedIn is read or sent until you press the button, and it never does anything by itself.

What it reads

The open email's sender and recipients, subject and date, to find their record; its text and layout only when you press Log this email (its text for Draft a reply); and the LinkedIn profile you save. It talks only to Solstral. Sign out from the panel, or disconnect it in Settings ▸ AI connections.