Chris

Surfe makes it easy to transfer contact information into Salesforce, allowing you to manage Salesforce data directly from your contact's profiles, streamline workflow, saving time, and reducing the...

How to Fix the “Failed to Create Spreadsheet” ErrorIf you encounter the “Failed to create spreadsheet” error when using Surfe with Google Sheets, logging out and reconnecting your Surfe account can...

 To switch to a CRM, you’ll first need a subscription to one of the CRMs that we support: HubSpot, Salesforce, Pipedrive, or Copper. Tou can follow the steps in our How to Switch CRMs article to mo...

If you close the onboarding windows before a Google Sheet is created, you won’t yet be able to add any contacts to the sheet (because it doesn’t exist)! But don’t worry.  The next time you try to a...

Surfe’s credit system is here to make finding accurate contact information for your leads easy and efficient. Let’s take a look at how credits work, the types available, and when they're used. Type...

Need extra email or phone credits to enrich your leads faster? You can easily purchase them directly in the Surfe app. Here’s everything you need to know: How to Buy CreditsOpen the Surfe app.On ...

Who is it for?Sales reps (SDRs and AEs) who want to stay in the “flow state” and maximize outreach efficiency.How to Enter Power ModeOpen the Surfe App and go to the Home screen (Quick start).Clic...

The list you have currently enriched will be visible right away in "Enrich CSV".​To see all of your enriched lists, click on "My Lists".​​To download or delete your lists, click on 3 dots here​If y...

How to fix the issuePlease follow the steps below:Check the CRM user connected to SurfeMake sure this user has Administrator permissions in your CRMRemove and reinvite the user to your account:To r...

What are Exclude Filters?Exclude Filters let you remove specific attributes from your search results in the Surfe App. You can filter out industries, regions, or keywords that aren’t relevant to yo...