What should I set up first with Surfe?

New to Surfe and unsure where to begin setting up your account? Here’s a quick guide to help you prioritize the key steps after signing up with Surfe

1. Go to Your Surfe Dashboard -> Features

Explore and select the features you wish to use with your Surfe account.

For Admins

Here, you can control access to specific parts of the product for regular users.

2. Go to Your Surfe Dashboard -> Field Mapping

Map the information you want Surfe to send to your CRM. On the left side, you'll see all the data we can scrape from your contacts. On the right, choose where this data should be placed in your CRM from the drop-down list.

Mandatory fields to map with Surfe:

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

• Email (on the contact/lead level)

• Website (on the company level)

• Phone (on the contact/lead level)
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Missing fields in the drop-down list?

If a field is missing from your CRM, you’ll need to create a new TEXT/DATA field. Once created, this new field will appear in the drop-down list within Surfe's Field Mapping.

How to create a new field in your CRM depends on the platform you're using. Check out the tutorials for Hubspot, Salesforce, Pipedrive, and Copper.

Want to learn more about why Field Mapping is important for your account or how to set it up? Find out more here.

For paid users

Check if your paid plan is assigned to you or other users that you invited, you can do that from Surfe Dashbaord-> Team