Connecting HubSpot to Surfe

Connecting HubSpot to Surfe lets you manage your CRM data directly from Surfe, including adding contacts and companies from LinkedIn.

You can now log in to Surfe using your email address. You no longer need to log in through your CRM to access the Surfe web app. You can also create your Surfe account and join your team before connecting HubSpot.

1. Log in to Surfe

Go to app.surfe.com or open your Surfe Side Panel and enter the email address associated with your Surfe account.

You can log in in three ways:

• Email verification: Enter your email address and use the 6-digit code sent to your inbox.
• Google: Continue with your Google account using the same email address.
• Microsoft: Continue with your personal Microsoft account. Microsoft 365 work accounts should use email verification instead.

No CRM connection is required to log in.

2. Join your team

Surfe recognises your existing account using your email address. You'll find your existing workspace, teammates, settings, billing and CRM connection.

If one or more teams are found, you'll see them listed in the Side Panel. Find your company workspace and click Join to access it.

If you're associated with multiple workspaces, you can choose which one to join.

Don't see your company workspace?

Make sure you're using your company email address. If the workspace still doesn't appear, contact your Surfe administrator or our Support Team.

Note: Joining a workspace doesn't automatically assign you a licence. If no licence is assigned to you, ask your administrator to assign one.

3. Connect HubSpot to Surfe

Once you're in your workspace, you can connect HubSpot.

1. Open your Surfe Side Panel or try and sync a contact.
2. Click Connect a CRM.
3. Select HubSpot from the list of available CRMs.
4. Follow the on-screen instructions to authorise the connection.
5. Select the HubSpot account you want to connect, if prompted, and confirm the required permissions.

Once the connection is complete, you can start using Surfe with HubSpot.

4. Check your HubSpot permissions

If you're the first person on your team to connect Surfe to HubSpot, you may need specific HubSpot permissions.

If you don't have the required permissions, ask your HubSpot administrator to update them.

Check the HubSpot permissions required to connect Surfe

What if I'm already logged in?

If you're already logged in to Surfe, you don't need to do anything. You can continue working as usual. The new login process will apply the next time you log out or your session expires.

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Having trouble logging in?

I didn't receive my login code

• Check your spam or junk folder.
• Add Surfe's login email address to your contacts.
• If your company filters incoming emails, ask your IT team to allow Surfe's sender domain.
• Wait a minute before requesting another code.

I can't connect HubSpot

Check that you have the required HubSpot permissions. If you're still having trouble, contact your HubSpot administrator or our Support Team.

You can reach us via live chat or at support@surfe.com.

Learn more

• HubSpot permissions to activate HubSpot sequences with Surfe