Connecting to HubSpot with Surfe

By connecting HubSpot to Surfe, you can manage the data and content in your CRM.

Connecting HubSpot with Surfe

1. Install Surfe Extension or Connect to the Surfe App

First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your HubSpot email as your login. For easy access, click the Extension button in the top-right corner of your Chrome browser and pin Surfe.

💡 Note: You can connect HubSpot directly from the Surfe App even without installing the Chrome extension.

The extension is only required for LinkedIn-side workflows and prospecting features inside LinkedIn itself.

2. Connect to HubSpot

Once the extension is installed, Surfe will prompt you to connect your preferred CRM and choose HubSpot from the available options.

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3. Check your HubSpot user permissions

If you’re the first person on your team to connect Surfe to your HubSpot account, you must have the correct permissions. You may have to ask your HubSpot admin to change these settings for you.

Check out how to activate all the HubSpot permissions needed to connect with Surfe here.

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4. Connect Your Account

That's it! You're now connected. Once the necessary permissions are active, you can return to the Surfe side-panel we left open and continue following the onboarding steps.

Learn more about HubSpot sequences and how to activate your sequence permissions with HubSpot here.
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