Aurelie Tran
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Recent activity by Aurelie Tran-
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 nu...
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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 b...
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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, a...
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Using Surfe with Outlook: Current Limitations
We're introducing a new login experience to make it easier to access Surfe without connecting a CRM.However, there are currently some limitations for users with Microsoft Outlook accounts.Which Ou...
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Connecting Salesforce to Surfe
Surfe now uses your email address to log you in to the web app. You no longer need to log in through your CRM to access Surfe. You can create your account and join your team before connecting Sales...
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Connecting Pipedrive to Surfe
Connecting Pipedrive to Surfe makes it easy to transfer contact information into your CRM directly from LinkedIn. You can manage your Pipedrive data with Surfe, streamline your workflow and reduce...
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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 lo...
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Switching Surfe saccounts
You can switch between all Surfe workspaces associated with your email address at any time in the Side Panel or within the Surfe App. In the Side Panel Click the gear icon to open your Settings 2....
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How to Create a Surfe Account Without Connecting a CRM
Surfe now uses your email address to log you in to the web app. You no longer need to log in through your CRM. 1. Log in to SurfeGo to app.surfe.com or your Surfe Side Panel and enter the email add...
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How can I manage Additional fields shown in the Side Panel?
You can manage and reorder your additional fields directly from the Side Panel:Open the Surfe Side Panel on a LinkedIn profile.In the CRM tab, click the gear icon (Manage fields) at the top right o...