Setting: Choose the Contact's Company

When you add a Contact to your CRM from the Surfe side panel, Surfe can now ask you which company to attach it to. This helps you avoid Contacts landing on the wrong account, duplicate companies, and Contacts with no company at all.

If Surfe finds one clear match, nothing changes: the Contact is added in one click, as before. You only see the extra step when the match is unclear, or when your admin has asked Surfe to always confirm.

The company record has a different name in each CRM:

When Surfe asks you to choose

After you click Add in the profile header and choose Contact or Lead, the record type and the position, Surfe asks which company to use if any of these is true:

• The profile has no company.
• More than one company in your CRM matches the profile.
• Your admin has turned on Always confirm the Company.

Otherwise the Contact is added in one click, as today.

Adding a Lead? Surfe only asks if the Lead has no company and your workspace requires one.

How to choose the company

When the side panel shows Attach to an Account (or a Company, or an Organization), do one of the following, then click Add Contact.

1. Keep Surfe's match. Surfe's best match is already checked. If it's right, just click Add Contact.
2. Pick another match. Check a different company from the suggestions.
3. Search your CRM. Use the search to find any company in your CRM that isn't in the suggestions.
4. Create a new company. Choose to create one. Surfe searches its own data and prefills the company name and domain. Any fields your CRM requires are included in the form. Once created, the new company is checked for you.
5. Add without a company. Uncheck all companies to add the Contact on its own. This option is disabled if your workspace requires a company.

Once the Contact or Lead is added, it shows on the side panel profile straight away.
 

For admins: Always confirm the Company

Switch on Always confirm the Company to have Surfe ask which company to attach every new Contact to, even when it finds a single match. It's off by default and only admins can change it.

To Switch it on, go to Surfe Dashboard → Settings.

If Don't create a Contact in the CRM without a Company attached is on, users can't add a Contact without a company: the "without" option is disabled and they must pick or create one.

FAQ

Which CRMs does this work with? Salesforce, HubSpot, Pipedrive and Copper. It isn't available for Google Sheets.

Why didn't Surfe suggest a company I know is in my CRM? Suggestions come from a name search. A company that only shares the domain may not appear, so use the search to find it.

Surfe still can't find a company for this profile. The step doesn't fill in a company when Surfe's data has no current company for the person. Search your CRM or create the company yourself.

Does this change bulk exports or adding companies? No. Adding companies, bulk and list export, Recommendations, Similar Profiles and message sync work as before.

Related articles

• How to add your Contacts and Companies to your CRM
• New Surfe Side Panel – Everything You Can Do
• How Surfe identifies companies in the CRM
• My Surfe settings
• Common Support Scenarios