If you’ve recently changed CRMs and want to continue using Surfe with your new CRM, the process is straightforward. Follow these steps to switch the CRM connected to your Surfe account:
How to Switch CRMs in Surfe
Reconnect to a different CRM:
1. Open your Side Panel and click on the Menu (side bars)
2. Once in the Menu, you can find the “Log out” button there
3. Select your new CRM from the list provided. A pop-up will prompt you to authorize and automatically connect Surfe with your new CRM. Ensure that all necessary permissions are enabled in your CRM profile before connecting
If you're using a different CRM just click next to "Using another CRM?"
Surfe uses your CRM ID to connect!
Missing Hubspot permissions to connect with Surfe?
5.Reconnect from your Surfe Dashboard
Reconnect through your Surfe Dashboard to verify that you are connected to your new CRM account and Surfe.
6. Transfer your plan- contact us!
Note: If you already have a paid Surfe subscription that you would like to transfer to your new CRM, contact us via Surfe chat so we can do it for you!
7. Review and Adjust Settings After Switching to a New CRM
After switching to a new CRM, it's important to review and adjust your settings to ensure everything is configured to your preferences. Specifically, you'll want to:
Remap Field Mapping: Mandatory! Review and update the field mapping to ensure that the information from Surfe is being accurately transferred to the correct fields in your new CRM. This will help maintain consistency and prevent data discrepancies between your contacts and your CRM records.
Check Your Preferences: Make sure that your settings in the new CRM align with how you had them configured in your previous CRM and preferences that impact your workflow.
And that’s it! You’re now connected to your new CRM through Surfe, ready to streamline your workflows as before.
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