How to Add Contacts to a Sequence from the Surfe App

Feature is now available for all CRM integrations (HubSpot, Salesforce, Pipedrive, and Copper).

With the Surfe App’s new integration, you can now send contacts directly into HubSpot Sequences (as well as Outreach, Salesloft, and Lemlist) without ever leaving Surfe.

Note: Surfe will automatically enrich mobiles and emails at the moment you add the contact to a sequence — so your outreach always starts with the right data.

This guide shows you step by step how it works.

Step 1: Find a Contact on the Surfe App Search feature

Start as you normally would:

• Run a Search for contacts in the Surfe App

• Select the profile of a prospect you want to contact.

Step 2: Connect your Sales enablement tool and Choose a Sequence and Step

• You’ll see the option to ad the contacts to a sequence.

   

• Select your outreach tool (HubSpot Sequences, Outreach, Salesloft, or Lemlist)- if not connected yet, you will be redirect to the Surfe Dashboard to connect your tool.
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• Pick the specific sequence you want
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• Choose the exact step where you want the contact to enter
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Step 3: Sync + Enrich Automatically

As soon as you confirm, Surfe will:

• Sync the contact into your CRM
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• Enrich their mobile number and email address (using your Surfe credits)
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• Push the enriched contact directly into the sequence and step you selected
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Step 4: Outreach Starts Instantly

Your contact is now fully enriched, synced to HubSpot, and added into the sequence. You’re ready to begin outreach right away.

⚡ Notes & Tips

• This feature is available for HubSpot, Salesforce, Pipedrive, and Copper users on the Pro plan.
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• Adding a contact to a sequence uses enrichment credits because mobiles and emails are automatically added.
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• Surfe also prevents duplicates by showing if a contact is already in a sequence before you add them.