Chris
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Recent activity by Chris-
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...
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How can I connect Salesloft with Surfe
Surfe integrates with SalesLoft and allows you to send prospects to your SalesLoft cadence. Getting Started with Salesloft Navigate to your Surfe dashboard by clicking on the Surfe icon. Once on ...
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Is the Surfe app safe to use?
Surfe is ISO27001 certified and GDPR compliant as both a data processor and handler. Our business depends on the safe and trusted handling of your data, so you can trust that we take every precauti...
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Can my team have access to my Google Sheet?
Surfe only works with one Google Sheet contributor. Although you can share a link to the sheet with your team, only the creator of the sheet will be able to add data to the sheet. To share your Goo...
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How to map the columns in my CSV with the Surfe app?
To provide accurate data and enrich your contacts, it's imperative to map your fields immediately after uploading your CSV file. Column mapping will be done automatically. Make sure it’s correct: e...