Add Contacts to Flows & 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.

With Surfe, you can add prospects directly to your outreach sequences from the Side Panel without leaving LinkedIn.

Surfe integrates with Outreach, Salesloft, Lemlist, HubSpot Sequences, and Gong Engage.

How to add contacts to a flow

Open a contact in the Surfe Side Panel (must already be added to your CRM)
Click Add to Flow at the top of the profile. The button is named after your tool: Add to Sequence (Outreach, HubSpot, Lemlist), Add to Cadence (Salesloft) or Add to Flow (Gong Engage).
Select the flow you want to use.
Choose the starting step, if available.
Confirm to send the contact.

You can also add multiple contacts at once from contact lists and search results.

Important things to know

CRM sync: Contacts must exist in your CRM before they can be added to a flow. Add the contact to your CRM first: the Add to Flow button only appears once they are in it.
Existing contacts: If a contact is already in a flow, Surfe will notify you.
Gong Engage licence: You need a Gong Engage seat to use this integration; a Gong conversation intelligence licence alone isn't sufficient.
One flow at a time in Gong Engage: A contact can only be in one Gong Engage flow at a time. Remove them from their current flow in Gong before adding them to another.
Flow ownership in Gong Engage: The flow belongs to the rep who sent the contact. The contact and its to-dos appear under that rep’s Gong user.

Connect your outreach tool

If you haven't connected your tool yet, follow the relevant setup guide:

Connect Gong Engage with Surfe
Connect your Salesloft integration.
For Outreach, Lemlist, or HubSpot Sequences, connect the relevant integration in Surfe.

Note: If the contact already has an email address or phone number on record, Surfe adds them to your chosen sequence with it. Otherwise Surfe first looks for the missing details, which may use credits. The sequence list tells you what Surfe will look for before you pick one.

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.

	Salesloft	Outreach	Lemlist	HubSpot Sequences
How do I connect it?	OAuth	OAuth	API key (from your Lemlist dashboard)	Uses your existing HubSpot CRM connection
Which sequences can I see?	Active, available cadences only. Archived, full, or step-less cadences are hidden.	All sequences, including disabled ones	All sequences	All sequences
Can I choose where the contact starts?	Yes	No. Contacts are always added from the first step due to Outreach API limitations.	No	No
Can I add a contact who isn't already in the tool?	Yes	Yes	Yes, using their email address	No. The contact must already exist in HubSpot.
Any additional requirements?	None	The connected user needs an Outreach mailbox.	The prospect needs an email address, and a paid Lemlist Email-Pro plan is required.	Requires HubSpot CRM and a Sales Hub Pro or Enterprise seat with sequence permissions.

A few things to keep in mind:

The contact must already be in your CRM before being enrolled in a sequence: the Add to Flow button only appears on a profile that is in your CRM.
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.

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