How to transfer data from Google Sheets to CRM if I want to switch to a CRM

Surfe offers a complete suite of features for users who are connected to a CRM. If you want to switch to a more complete suite of features, you can connect to HubSpot, Salesforce, Copper, or Pipedrive using Surfe.

Once you have your account set up with your chosen CRM, you can upload a .csv, .xls, or .xlsx file (depending on your CRM) of your contact data to your CRM. First, go to your Surfe Google Sheet, click file, download, and then select your desired export format.

Next, follow the instructions in the articles below for your CRM.

How to import contacts to HubSpot

How to import contacts to Salesforce

How to import contacts to Copper

How to import contacts to Pipedrive

If you want to use both Google Sheets and your CRM, you will need 2 different Surfe accounts.

Learn about the features available in the Google Sheets integration compared to those with CRMs.