How to Add Contacts to a Sequence from the Surfe App

With the Surfe App’s new integration, you can now send contacts directly into HubSpot Sequences (as well as Outreach, Salesloft, and Lemlist) without ever leaving Surfe.

This guide shows you step by step how it works.

Step 1: Find a Contact on the Surfe App Search feature

Start as you normally would:

• Run a Search for contacts in the Surfe App
• Select the profile of a prospect you want to contact.

Step 2: Connect your Sales enablement tool and Choose a Sequence and Step

• You’ll see the option to ad the contacts to a sequence.

   

• Select your outreach tool (HubSpot Sequences, Outreach, Salesloft, or Lemlist)- if not connected yet, you will be redirect to the Surfe Dashboard to connect your tool.
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• Pick the specific sequence you want
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• Choose the exact step where you want the contact to enter
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How credits are used

Enrichment credits are used only when an enrichment checkbox is ticked and the contact is missing that detail. If you untick both enrichment checkboxes, no credits are used and contacts are added with the details Surfe already has.

Why a checkbox is ticked, unticked or greyed out

• Your last choice is remembered in your browser and used next time.
• Otherwise, the enrichment checkboxes follow your company's auto-enrich settings. If auto-enrich is off for emails or mobiles, that checkbox starts unticked. You can still tick it.
• Greyed-out enrichment checkboxes mean enrichment is turned off for your account. Turning off email enrichment also turns off mobile enrichment. Use the Enable link in the tooltip to go to your settings.
• A greyed-out CRM checkbox means adding contacts to your CRM is turned off for your account. Only contacts already in your CRM can be added. Contact Surfe support to change this.

• Briefly greyed out when the dialog opens: Surfe is still loading your account settings.

  

Why some contacts aren't added

Every sequencing tool needs the contact to be in your CRM, and Surfe needs a first name plus an email or a mobile number. Some tools also need an email:

A contact won't be added if:

• It has no email and no mobile number, or no email for a tool that requires one. Keep Enrich missing emails ticked for HubSpot Sequences, Outreach and Lemlist.
• It isn't in your CRM and Add or update in CRM is unticked.
• It has no company and your dashboard settings don't allow adding contacts without a company to your CRM. Admins can change this in settings; other users can ask their admin.
• It has no LinkedIn profile URL, because Surfe can't add or update it in your CRM without one.