New Side Panel: How to Sync your Contacts and Companies

First Step: Head over to your Side Panel

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Just open your Surfe 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 Sync as Contact

3. You will be given the option to either Sync as Contact or Sync 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 Sync to (your CRM)

3. Click on "View all employees" to access the list of employees for this company directly in our Surfe App

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