How add your Contacts and Companies to your CRM

• First Step: Head over to your Side Panel

   

• Step Two: Sync Contact to your CRM

1. Open the contact in the Surfe side panel

2. If the contact is not in your CRM, click Add to (your CRM) at the top of the profile
3. If your CRM uses Leads, the button reads Add Contact or Add Lead: click the arrow next to it and choose Add as Contact or Add as Lead
    

4. Once the Contact or Lead is successfully added to your CRM - we will show it instantly on the Side Panel profile

Make sure a contact exists in your CRM before enrichment, so any updates are saved properly.

Or Sync Companies to your CRM

1. Open the company page in the Surfe side panel

2. If the company is not in your CRM, click Add to (your CRM)

Click on this link to find out more about the New Surfe Side Panel!