Surfe makes it easy to transfer contact information from LinkedIn into Pipedrive, this allows you to manage Pipedrive data directly from LinkedIn profiles, streamlining your workflow, saving time, and reducing the need for manual entry!
Connecting LinkedIn to Pipedrive with Surfe
1. Install Surfe Extension
First, connect to your CRM using your Chrome browser and install the Surfe extension. Surfe will use your Pipedrive 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 Pipedrive
Once the extension is installed, Surfe will prompt you to connect your preferred CRM and choose Pipedrive from the available options.
3. Connect Your Account
Surfe will prompt you to log in with your Pipedrive account. That's it! You're now connected. Surfe will automatically take you to LinkedIn so you can start prospecting!
Notes for Pipedrive Users: What to Do if Surfe Asks the Admin to Connect First?
Why This Happens: For all Pipedrive users, Surfe requires the CRM's “Global” admin to be the first person to connect and sync the very first message.
Steps to Resolve: If you don't have 'Global' admin access, you can request the current Global admin to connect Surfe first. If the Global admin is unavailable, ask them to temporarily grant you (or another team member) 'Global' admin rights.
Once you have these rights, open any LinkedIn message and click the sync button in Surfe to save it in your CRM. This step should only take about 5 minutes.
After completing the sync, the admin can revert your profile to its usual settings.