By connecting HubSpot to Surfe, you can manage the data and content in your CRM directly from LinkedIn.
Connecting LinkedIn to HubSpot with Surfe
1. Install Surfe Extension
First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your HubSpot email as your login. For easy access, click the Extension button in the top-right corner of your Chrome browser and pin Surfe.
2. Connect to HubSpot
Once the extension is installed, Surfe will prompt you to connect your preferred CRM and choose HubSpot from the available options.
3. Check your HubSpot user permissions
If you’re the first person on your team to connect Surfe to your HubSpot account, you must have the correct permissions. You may have to ask your HubSpot admin to change these settings for you.
4. Connect Your Account
That's it! You're now connected. Once the necessary permissions are active, you can return to the Surfe side-panel we left open and continue following the onboarding steps. Surfe will then automatically take you to LinkedIn so you can start prospecting!
Learn more about HubSpot sequences and how to activate your sequence permissions with HubSpot here.