Chris
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Recent activity by Chris-
How to set up the "Add to list" feature with Surfe?
HubSpot’s lists feature allows you to easily create unique lists of different contacts with quite an impressive amount of flexibility and automation available. Did you know that this automation can...
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Connecting to Copper with Surfe
By connecting Copper to Surfe, you will be able to manage the data and content in your CRM directly with Surfe.1. Install Surfe Extension First, connect to your CRM using your Chrome browser and in...
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Connecting to Google Sheets with Surfe
If you don’t have a CRM connected, no worries! You can always connect Surfe to Google Sheets instead and use it as a simple alternative for saving and managing your data. Connecting to Google Shee...
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How to transfer data from Google Sheets to CRM if I want to switch to a CRM
Surfe offers a complete suite of features for users who are connected to a CRM. If you want to switch to a more complete suite of features, you can connect to HubSpot, Salesforce, Copper, or Pipedr...
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How do I add data from an old spreadsheet to my new Surfe Google Sheet?
You can copy data into your sheet from another sheet on the condition that it contains a Business Profile URL and that all of the data is in the correct column. It is important that you reorder t...
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My Google Sheets broke and is no longer syncing. How can I fix it?
Surfe is sending data to specific columns and rows in your Google Sheet. When the Google Sheet isn’t arranged in the way Surfe expects, this can create bugs, meaning Surfe doesn’t know where to sen...
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What should I set up first with Surfe?
New to Surfe and unsure where to begin setting up your account? Here’s a quick guide to help you prioritize the key steps after signing up with Surfe 1. Go to Your Surfe Dashboard -> Features Explo...
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How to set up your Fields Mapping with Surfe
Need help with your Fields Mapping? Let us explain why mapping fields between your CRM and Surfe is crucial.Surfe uses a unique method to identify contacts that are already present in your CRM. Fo...
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How does Surfe identify contacts and companies?
How Surfe Identifies Contacts & Companies: Contacts & Leads: Surfe first checks the Profile URL in your CRM. If it's missing, we use the Profile ID. If that’s also unavailable, we match by first an...
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How to activate your bulk enrichment with Surfe?
Go to your Surfe Dashboard-> Settings and ensure that "Trigger email & phone enrichment automatically" is activated. Now, you can export your lists and enrich them simultaneously. This setting wil...