How does Surfe identify contacts and companies?

How Surfe Identifies Contacts & Companies:

• Contacts & Leads: Surfe first checks the Profile URL in your CRM. If it's missing, we use the Profile ID. If that’s also unavailable, we match by first and last name. When a record is found by name only, the Surfe side panel shows “Found in HubSpot by name only” (naming your own CRM) and asks you to confirm it with Good match or Wrong match before Surfe updates that record. ​
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• Companies: Surfe identifies companies using the company website or Profile URL from your CRM.  If several match, the side panel asks you which one to use.

This is why it’s crucial to map the Profile URL in your field mappings for contacts, leads, and companies to ensure accurate identification.

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​Do you want to know how to map your Fields Mapping, check it here.

​Do you need to relink your contacts or leads, learn how to do it here.