Chris
- Total activity 418
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 222
Articles
Recent activity by Chris-
Noticed a change in your credits allocation?
What’s Changing Starting from September 1st, 2025, your email credits will be aligned with your billing date. This change will ensure your account’s credits are consistent with your current subsc...
-
How can I refresh my token?
Do you need to refresh your token? Simply reconnecting from your Surfe account will help you to refresh it! How to reconnect? 1. Open your Side Panel and click on the Menu (side bars) 2. Once i...
-
Market Signals: Curated B2B prospecting lists at your fingertips
Why Market Signals?Sales teams need fresh, relevant signals to know where to spend their time. That’s why we’ve curated a growing library of prospecting lists built from open, publicly available...
-
How to Use Market Signals in Surfe
Step 1. Open Market SignalsGo to the Market Signals page from the Surfe dashboard or directly via the link.You’ll see all available lists (hiring trends, funding rounds, revenue growth, technogr...
-
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...
-
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 ...
-
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...
-
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...
-
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...
-
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...