Adding Contacts to a Sequence/Flow: Enrichment Options

You can send contacts from Surfe straight into HubSpot Sequences, Outreach, Salesloft or Lemlist. Before they're added, you choose what Surfe does first: find missing emails, find missing mobile numbers, and add or update the contacts in your CRM. The same options appear wherever you add to a sequence.

Where you can add contacts to a sequence

How to add contacts to a sequence

1. Select the contacts you want and click Add to Sequence.
2. Choose your sequencing tool. If it isn't connected yet, connect it in your Surfe Dashboard.
3. Choose the sequence and the step. Surfe shows you if a contact is already in a sequence, so you don't add them twice.
4. Choose what Surfe does before adding the contacts (see below), then confirm.

Surfe enriches the contacts you chose, syncs them with your CRM, and adds them to your sequence. The result message lists any contacts that couldn't be added and why.

Choose what Surfe does before adding

Three checkboxes let you decide. Hover over any checkbox to see what it does.

• Enrich missing emails. Surfe searches for an email only for contacts that don't have one yet.
• Enrich missing mobiles. Surfe searches for a mobile number only for contacts that don't have one yet.
• Add or update in CRM. New contacts are created in your CRM and existing ones are updated before they go to the sequence. If you untick it, your CRM isn't changed, and only contacts already in your CRM are added to the sequence.

If you untick an enrichment checkbox, a warning reminds you that contacts without an email or mobile number may not be added. If you untick the CRM checkbox, a warning tells you that contacts not already in your CRM won't be added. In the Surfe App, it also shows how many.
 

How enrichment credits are used

• Credits are used only when an enrichment checkbox is ticked and the contact is missing that detail.
• A contact that already has an email or mobile number is never searched again for it, so you're never charged twice.
• If you untick both enrichment checkboxes, no credits are used. 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 window 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.