Chris

Surfe makes it easy to transfer contact information into Pipedrive, this allows you to manage Pipedrive data directly with Surfe, streamlining your workflow, saving time, and reducing the need for ...

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...

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...

  Surfe makes it easy to transfer contact information into Google Sheets, where you can organize and update data without needing to switch between platforms. For instance, you can quickly add new l...

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...

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...

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...

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...

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...

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...