Integrate Gmail with Surfe to send emails from your contact's page

Enabling the Gmail Integration

To get started, follow these steps to connect your Gmail account to Surfe:

​Navigate to the Surfe Side Panel

Open your contact profile and locate the Surfe side panel on the right side of your screen.

​Enable the Gmail Integration

Click on your profile icon within the Surfe side panel to access the settings. Scroll down in the settings until you find the Gmail icon. Click on it to enable the integration.

Connect your Gmail Account

You will be prompted to log in to your Gmail account. Enter your credentials and authorize Surfe to connect with your Gmail. This one-time setup, so we only need to do it the first time.

Surfe's Gmail integration is safe, secure and requests only minimal necessary permissions to ensure your data is protected.

Composing and Sending Emails

Once Gmail is integrated with Surfe, sending emails becomes a seamless process:

• Find a Contact
  Use Surfe’s enrichment tools to locate and enrich a contact's email address by pressing the 'Add to CRM' which would then provide you with their valid email address.

• Send an Email
  
After enriching a contact, you’ll see the Gmail logo appear next to their email address. Click the ‘Email’ button beside the Gmail icon to compose an email.
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  A new window will pop up where you can:

• Enter the subject of your email.

• Write your message.

• Choose whether to include your Gmail signature.

Format your text by highlighting it to apply bold, italics, or underline.

• Hit Send


After composing your message, simply click ‘Send’ to immediately deliver your email to the contact’s email address. This email will be sent directly from the account you've signed in with above.