Add Contacts to Sequences from the New Side Panel

With our latest update, you can now add prospects directly to your outreach sequences from Surfe's new Side Panel—in just a few clicks.

Surfe integrates seamlessly with Outreach, Salesloft, Lemlist, and HubSpot Sequences, automatically enriching contact data and syncing it with your CRM before adding the prospect to your sequence.

How It Works

1. Open a contact in the new Surfe Side Panel.
2. Scroll to the bottom of the contact details.

3. Click More → Add to Sequence.

   If you haven't connected your sequencing tool yet, follow the prompt to connect Outreach, Salesloft, Lemlist, or HubSpot.

4. Select the sequence and the step you want to add the contact to.

   

Note: Surfe will automatically enrich the contact, sync them with your CRM, and add them to your chosen sequence.

Comparing sequence integrations
 

Surfe supports adding contacts to sequences across several platforms. Each integration works slightly differently depending on the capabilities and requirements of the connected tool.
 

A few things to keep in mind:

• The contact is always added to the CRM before being enrolled in a sequence. If they don’t already exist, Surfe creates the CRM record as part of the Add-to-Sequence flow.
• Some limitations, such as Outreach always starting contacts from step one, are determined by the integration's API and not by Surfe.
• For Lemlist, the API key is connected from your Lemlist dashboard.
• HubSpot requires contacts to already exist in your CRM before they can be added to a sequence.

This version is clearer for customers because it focuses on what they can expect when using each integration rather than technical implementation details.

Key Benefits

✅ Add prospects to sequences directly from the Side Panel

✅ Automatically enrich contact data and sync it with your CRM before sequencing

✅ Avoid duplicate records with Surfe's built-in data validation

✅ Save time and keep your prospecting workflow uninterrupted