Chris
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Recent activity by Chris-
Troubleshoot: Error when connecting to Salesforce?
You are seeing this error below when connecting to Salesforce? This is due to recent Security changes when connecting Salesforce to apps. From now on, you won’t be able to connect Surfe to Sale...
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Surfe App filter: Limit Results Per Company
Why It MattersDiversifies your pipelineSaves credits across more companiesAvoids overfocusing on a single accountHow to UseToggle “Limit Results Per Company” in Surfe search settings.Set the ...
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HubSpot permissions to activate HubSpot sequences with Surfe
How to Turn On Your Sequence Permissions in HubSpot If you need to activate Sequence permissions, follow these steps or contact your CRM admin for assistance. Go to “Sales” -> “Sequences in your Hu...
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Surfe Search Side Panel: how to use it
No need to open your CRM: you can now view and update key information right where you’re already working. All users with a connected CRM can use it : HubSpot, Salesforce, Pipedrive, or Copper user...
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New Search filter! Job Changes in Surfe Search
How to use the Job Change filter Open the Search tab inside the Surfe App.In the left filter panel, look for Job Changes.You can choose the time period for when the job change happened (ex: last...
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Connecting to Salesforce with Surfe
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...
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Need to generate a new Google Sheets Spreadsheet? Check out this article!
If you need to create a brand new Spreadsheet when using Google Sheets, please head over to your Surfe Dashboard, then click on the button "Having Problems?" This will prompt you to reconnect a new...
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Missing permissions for HubSpot users?
INSTALLATIONAre you receiving the pop-up about missing permissions once you try to connect with Surfe?Please contact your CRM admin and ask him to activate all necessary permissions to integrat...
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How do I switch from using Surfe with Google Sheets to using a CRM?
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...
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The spreadsheet wasn’t created during the onboarding
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...