Does Surfe have access to the data in my CRM?

When using Surfe, you connect your CRM account via Surfe. Thus, you don’t have an account directly with Surfe.

We facilitate the migration of data to your CRM. We may access relevant CRM data necessary for generating prospecting recommendations in Surfe. This data will be processed securely and used solely for the intended purpose. No data will be sold or shared with third parties.

You can revoke CRM data access for recommendations at any time through the app settings.

You can find out more about our Data Protection Agreement here.