Connecting to Pipedrive with Surfe

Surfe makes it easy to transfer contact information into Pipedrive, this allows you to manage Pipedrive data directly with Surfe, streamlining your workflow, saving time, and reducing the need for manual entry!

Connecting to Pipedrive with Surfe
 

1. Install Surfe Extension

First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your Pipedrive email as your login. For easy access, click the Extension button in the top-right corner of your Chrome browser and pin Surfe.

2. Connect to Pipedrive

Once the extension is installed, Surfe will prompt you to connect your preferred CRM and choose Pipedrive from the available options.

3. Connect Your Account

Surfe will prompt you to log in with your Pipedrive account. That's it! You're now connected. Surfe will automatically take you to your contacts so you can start prospecting!

Notes for Pipedrive Users:


 What to Do if Surfe Asks the Admin to Connect First? 

For all Pipedrive users, Surfe requires the CRM's “Global” admin to be the first person to connect.

Can we connect a Pipedrive Trial account to Surfe?

At the moment, Surfe is available only for users with a paid Pipedrive account. This is a limitation on Pipedrive’s side, and unfortunately it’s not something we can control.

If you do have a paid Pipedrive plan and are still unable to access Surfe, we recommend reaching out directly to Pipedrive Support, who will be best placed to help you resolve this.