Aurelie Tran

Important note From August 24th, 2026, we're bringing back List Export with a new experience for everyone.   How to Sync Contacts to Your CRM  Open a list of leads in Sales Navigator. Launch the S...

  Surfe will automatically update the dynamic variable in the selected template ready for you to review, copy and paste. Open LinkedIn and the Surfe side panel. Go to Message templates. Find the pr...

 Message Templates lets you save and reuse outreach messages directly from the Surfe side panel.Instead of rewriting the same messages over and over, you can create templates once and use them acro...

 You can create new deals or link contacts to existing deals directly from the Surfe side panel while browsing LinkedIn.Before creating or linking a deal, make sure the contact is already synced to...

Would you like to customize your cascade? It’s definitely possible with Surfe, but there’s one condition: you can only customize your cascade if you add external enrichment providers. You can do th...

Surfe primarily uses the LinkedIn ID as the key identifier for companies within the CRM. We encourage you to ensure your LinkedIn URLs are accurately mapped in your Surfe Dashboards->Fields Mapping...

You can map your LinkedIn URL field for contacts or companies when syncing your contacts from the Surfe App.​​Or you can map your LinkedIn URL directly from your Surfe Dashboard (Fields Mapping or ...

When you connect Surfe to a CRM or Google Sheets, a Surfe account is created and linked to that connected workspace. Each CRM account or Google Sheets workspace is associated with its own Surfe acc...

 What changed?We’ve updated the permissions required when connecting HubSpot with Surfe.The “Edit property settings” permission is now optional rather than required for the Surfe 1st connection.Thi...

We’ve just introduced Recommendations directly in the Side Panel Now, when you open the Surfe extension on non-profile LinkedIn pages (like search results, lists, or your feed), you’ll see a shortl...