How do I switch from using Surfe with my CRM to Google Sheets?

When using Surfe with a CRM, you’ll have access to our full range of features, including Message Sync and Analytics, Contact Updates, Sales Enablement integrations, Tasks, Notes, and Deals. Because of this, we highly recommend sticking with your CRM if it is one of the CRMs we integrate with: HubSpot, Salesforce, Pipedrive, or Copper.

If you want to switch from a CRM that we don’t support to Google Sheets so that you can use Surfe, you should follow two steps.

1. Export the data in your CRM to a Google Sheet.

2. Ensure the format of the columns in your Google Sheet matches the format required to use Surfe with Google Sheets.