Need help with your Fields Mapping? Let us explain why mapping fields between your CRM and Surfe is crucial.
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Surfe uses a unique method to identify contacts that are already present in your CRM.

For contacts, Surfe relies on

• Profile URL

• Profile ID

• Name and surname
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For companies, Surfe uses

• Company website

• Profile URL

• Company name
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That's why we need your help mapping certain fields, to avoid creating duplicates (as many contacts in your CRM may share the same name and surname).

Surfe will push all information based on your mapping each time you add contacts to your CRM (individually or in bulk) and whenever you update a contact via Surfe (for example, by clicking “Update CRM” or exporting the list of contacts that are already in your CRM).

Be sure to map as many fields as possible so that Surfe can help you keep your existing records up to date.

How to Map Your Fields Mapping with Surfe?

Navigate to your Surfe Dashboard -> Fields Mapping. Here, you'll be able to customize your field mapping at the contact, lead, and company levels.

On the left side, you'll see all the information that Surfe can scrape from your contacts. On the right, you'll find the fields where this information will be sent in your CRM.

To map your fields, you can select them directly from the drop-down list. If a field doesn’t exist in your CRM, you’ll need to create a new TEXT/or LONG TEXT field. Once created, the new field will appear in the drop-down list in your Surfe Field Mapping.

In Fields Mapping, please note that you cannot map multi-choice or date fields (these can be mapped in Additional Fields instead). Make sure that all fields you map or create in your CRM are text types, as only text fields will appear in the drop-down list in your Surfe Field Mapping.

How to create a new field depends on which CRM you are using. Here are tutorials for each CRM we support:

• HubSpot

• Salesforce

• Pipedrive

• Copper

Mandatory fields to map with Surfe:

• LinkedIn URL (on the contact/lead/company level)

• Email (on the contact/lead level)

• Website (on the company level)

• Mobile (on the contact/lead level)

Mapping is set at the company level and will apply to all users.

Here’s how I’d incorporate the CRM mapping changes as a Side note / Important note in the release note, without interrupting the main List Export flow:

We're bringing back List Export with a new experience that balances compliance requirements with the flexibility users need

We're bringing back List Export with a new experience designed to make syncing contacts to your CRM easier while respecting LinkedIn's compliance requirements.

• Exports will be limited to 25 contacts per action/export.
• Users can repeat the action multiple times throughout the day until they reach their daily sync allowance.
• The Surfe Side Panel will display how many syncs/exports remain for the day.

Daily limits remain unchanged

• Pro: 1,000 contacts per day (equivalent to approximately 40 Sales Navigator pages)
• Essential: 100 contacts per day (equivalent to approximately 4 Sales Navigator pages)

How to Sync Contacts to Your CRM

1. Open a list of leads in Sales Navigator.
2. Launch the Surfe Side Panel.
3. You’ll see the list of contacts from that search.
4. Select the contacts you want to add to your CRM.
5. Instantly see which contacts are already in your CRM before syncing.

As you browse your prospect lists, anyone who has been added to your CRM will now appear directly in the Surfe Side Panel. Their names are clearly indicated, giving you an instant visual cue so you know exactly who’s already in your system.

This update helps you avoid duplicate entries, focus on new leads, and streamline your outreach process — all without leaving Sales Navigator. Your CRM data is always visible alongside your LinkedIn workflow, keeping prospecting efficient and organized.

Surfe makes it effortless to keep track of which contacts are already in your CRM. If you see your CRM logo next to your contact, it means they're in it.

Just click on the logo to access their profile in your CRM!

Remaining Export Quota

To help you keep track of your daily usage, the Surfe Side Panel displays your remaining export quota directly while you're working.

Depending on how many exports you have left, you'll see different messages:

Remaining exports – If you're approaching your daily limit (fewer than 25 exports remaining), you'll see a message such as "Only 20 exports left today" so you can plan your outreach accordingly.

Quota renewal – The Side Panel also lets you know when your export quota will reset (for example, "Quota resets tomorrow").

No exports remaining – Once you've reached your daily export limit, you'll see a notification indicating that no exports are left for the day. Trial and Essential users will also see an option to upgrade for higher limits.

Upgrade prompts – Non-Pro users may see contextual upgrade banners to increase their export limits as they approach or reach their quota.

⚠️ Important: CRM field mappings

As we transition fully to the Surfe Side Panel, some CRM field mappings that were supported by the legacy extension will no longer be populated.

If your CRM workflows rely on any of these fields, they may be affected:

• Sales Navigator ID
• Sales Navigator URL
• Object URN
• Entity URN
• Connection degree
• Connection date
• Connection request date
• Skills
• Languages

LinkedIn Bio and AI Summary will also be changing: these will be merged into a single Profile description field. Existing mappings will be migrated automatically; we'll share more details on this migration separately.

List name will also change. It will now contain the name of the Surfe list the export lands in, rather than the automatically generated Sales Navigator title and timestamp.

If you rely on any of the deprecated fields in your CRM workflows, please review your mappings to make sure your workflows aren't affected by the transition to the Side Panel.