Surfe Search Side Panel: how to use it

No need to open your CRM: you can now view and update key information right where you’re already working.

All users with a connected CRM can use it : HubSpot, Salesforce, Pipedrive, or Copper users.
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How to Access and Use the Side Panel

1. Open the Surfe App and go to your People or Company search results after running a search.
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2. Click on a record in your list — the Side Panel will open on the right:

   Wether it's people records:

   

   
   ​​Or Company records:

   

3. You’ll see key CRM information such as Owner, Company, Stage, and more (depending on your CRM mapping).
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4. From the Side Panel, you can:
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   • Instantly see whether a contact or company already exists in your CRM.
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   • View, sync people, enrich data and manage CRM fields directly from the Surfe App.

     

     
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Tip: If you only see the “Owner” field for now, don’t worry — more editable CRM fields will soon be available, just like in the Surfe Chrome extension.

FAQs

Can’t I already see CRM data in the Surfe Chrome extension?

→ Yes! The Side Panel simply brings that same functionality into the Surfe App, so you can manage CRM data while searching or browsing lists.

Does it support all CRMs?

→ Yes — HubSpot, Salesforce, Pipedrive, and Copper are supported from launch.

What happens if a record isn’t found in my CRM?

→ The Side Panel will show that it’s not yet in your CRM and let you add it immediately. (A linking option for existing records is coming soon.)

Start using the Side Panel today and experience a smoother, more connected workflow between Surfe Search and your CRM.