Chris

When using the Recommendations endpoints on Surfe, your request may return different response codes depending on the outcome. Here's a simple guide to what they mean and what to do next.Create or U...

How can I manage company syncing and creation in Surfe and HubSpot to avoid duplicates?Managing company syncing and creation effectively in Surfe and HubSpot is essential to avoid duplicate records...

Prepare your Google Sheets or Excel file following the template provided by the Surfe app. (You can download this template by clicking the download link here). Don't forget the mandatory informatio...

You can now filter contacts by whether key fields exist or are missing—Email, Mobile, LinkedIn URL, and CRM ID.Managing contact lists and refining lead searches are essential tasks for optimizing y...

Surfe offers a range of features when connected to your CRM. Because Google Sheets works differently, the features available for Google Sheets are unique. Below you can find a list of Surfe’s featu...

 If you're seeing a prompt to upgrade your Surfe account, it usually means you've reached the limit of features included in your current plan or that you have not assigned your paid seat(s) yet. He...

Need to reconnect your Surfe account or link it to the right CRM? It's super easy! Here's how: 1. Open your Side Panel and click on the Menu (side bars) 2. Once in the Menu, you can find the “Log...

You can easily turn off the auto-open of the Side Panel by following these steps:Click on the 3 lines (menu) in the panelToggle off “Auto-Open Surfe side panel” Once disabled, the panel will only o...

Surfe Webhooks: Real-Time Notifications Made SimpleWhat is a webhook?Think of a webhook as a "special messenger" that automatically sends you data the moment something important happens. So you don...

Before calling this endpoint, you must first create an ICP using POST /v2/recommendations/icp and pass the same externalUserId here to retrieve matching recommendations. Endpoint ​POST /v2/recommen...