How do I switch from using Surfe with Google Sheets to using a CRM?

19 May 2026 13:43 Updated

To switch to a CRM, you’ll first need a subscription to one of the CRMs that we support: HubSpot, Salesforce, Pipedrive, or Copper. Tou can follow the steps in our How to Switch CRMs article to move your integration from Surfe over to your CRM or follow the steps bellow:

How to Reconnect Surfe or Switch Your CRM

If you need to reconnect your Surfe account or link it to a different CRM, just follow these quick steps:

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. Reconnect Surfe and match it with your another CRM/Google Sheet if needed->Choose the correct CRM from the list

If you're using a different CRM just click next to "Using another CRM?"

Surfe uses your CRM ID to connect!