How to track contacts added to your CRM via Surfe

Want to keep track of which contacts/ companies were added to your CRM using Surfe? You can easily do this by leveraging the “Default properties” settings in your Surfe dashboard.

1. Create a Custom Field in Your CRM

Before setting up tracking in Surfe, you'll need to create a custom field in your CRM that indicates the source of the contact. You might name this field something like "Source" or "Added via."

2. Configure Surfe Default Properties

Go to Surfe Dashboard > Features > Default Properties. Navigate to Contact and click + Default Property.

Click on the Property name dropdown and select the custom field you created. Under the Default value field, enter something like "Surfe".

Now, every time you add a new contact via Surfe, this custom field will automatically be populated with "Surfe," making it easy to identify and track these contacts within your CRM.