Connecting to Google Sheets with Surfe

Surfe makes it easy to transfer contact information into Google Sheets, where you can organize and update data without needing to switch between platforms. For instance, you can quickly add new leads, add new leads, update their contact details and sync their information - all within your spreadsheet.

Connecting to Google Sheets with Surfe

1. Install Surfe Extension

First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your Gmail email as your login. For easy access, click the Extension button in the top-right corner of your Chrome browser and pin Surfe.

2. Connect to Google Sheets

Once the extension is installed, Surfe will prompt you to connect your preferred CRM and choose Google Sheets from the available options.

3. Connect Your Email Address

Sign up with your email address. During this process, Google will prompt you to grant certain permissions. These permissions are necessary for Surfe to access and update your Google Sheets, ensuring that the information you want to add f is correctly transferred and synchronized.

4. Start Adding Data

Surfe will automatically access the contacts for you, allowing you to start adding your contacts and companies directly to your spreadsheet.

5. Accessing Your Spreadsheet
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You can find your spreadsheet directly in your contact's profile within the Surfe side panel > Menu > My Account.

What If Your Spreadsheet Wasn’t Created?

If you close the onboarding window before a Google Sheet is created, you won’t be able to add any contacts to the sheet because it doesn’t exist yet!

But don't worry. The next time you try to add a contact, the setup window will pop up again, prompting you to create a Spreadsheet.

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Notes for Google Sheets Users:

When using Google Sheets with Surfe, you'll have access to basic features that allow you to manage and organize your contacts data directly from your spreadsheet. However, it’s essential to know that this setup doesn’t provide the full range of capabilities that Surfe offers when integrated with a CRM. These missing features include Message Sync, Contact Updates, Sales Enablement Integrations, Tasks, Notes, and Deals.

Would you like to see which features are available with the Surfe and Google Sheets integration? Check out this article.