Hi there 👋
When a person or company isn’t found in Surfe's database, you’ll now see an updated empty state in the Side Panel instead of a dead end.
This means the profile isn’t available in our database yet — but you still have multiple ways to continue working directly from LinkedIn.
Here’s what happens now:
- Surfe first checks your CRM using the LinkedIn URL to avoid duplicates
- You can then click Find details, which triggers a search through external providers
If a valid match is found, the data is displayed directly in the Side Panel and can be synced to your CRM
- If no valid response is returned, Surfe displays a manual form pre-loaded with the mandatory fields required by your connected CRM
- Fill in the available details in the form
- Click to push the record to your CRM
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