If you’ve recently changed CRMs and want to continue using Surfe with your new CRM, the process is straightforward. Follow these steps to switch the CRM connected to your Surfe account:
How to Switch CRMs in Surfe
Log into your new CRM
Start by going to the website of your new CRM and ensuring you are logged into your account, and if you’re on a company account, make sure your team has already migrated to your new CRM. We support Pipedrive, Salesforce, HubSpot, and Copper.
2. Access LinkedIn
Open LinkedIn and navigate to the Surfe side panel to reconnect from Surfe.
3. Where to find my Surfe side panel
Hover over the Surfe side panel and click on the profile button.
4. Log out of your current CRM
Scroll to the bottom right corner of the panel and click the arrow icon to log out of your current CRM.
Having difficulty finding your Surfe side panel or reconnecting? Read this article for help.
5. Choose your new CRM
You’ll be directed to a page where you can either continue with your current CRM or connect to a new one. Click on the "Connect here" next to "Using another CRM?" to proceed.
6. Connect your new CRM
Select your new CRM from the list provided. A pop-up will prompt you to authorize and automatically connect Surfe with your new CRM. Ensure that all necessary permissions are enabled in your CRM profile before connecting.
7. Reconnect from your Surfe Dashboard
Reconnect through your Surfe Dashboard to verify that you are connected to your new CRM account and Surfe.
8. Transfer your plan- contact us!
If you already have a paid Surfe subscription that you would like to transfer to your new CRM, contact us via Surfe chat so we can do it for you!
8. Review and Adjust Settings After Switching to a New CRM
After switching to a new CRM, it's important to review and adjust your settings to ensure everything is configured to your preferences. Specifically, you'll want to:
Remap Field Mapping: Mandatory! Review and update the field mapping to ensure that the information from Surfe is being accurately transferred to the correct fields in your new CRM. This will help maintain consistency and prevent data discrepancies between your LinkedIn contacts and your CRM records.
Check Your Preferences: Make sure that your settings in the new CRM align with how you had them configured in your previous CRM and preferences that impact your workflow.
And that’s it! You’re now connected to your new CRM through Surfe, and you're ready to streamline your workflows as before.
Need to switch from your CRM to Google Sheets? Learn how to make the transition here!