Surfe users on Essential and Pro plans benefit from a powerful list export feature that allows them to export large volumes of contacts based on specific search criteria and add them to their CRM with a single click.
This feature significantly boosts efficiency—users can export leads up to 25x faster compared to manual methods.
Depending on your plan, you can export between 100 and 1,000 contacts per day. This limit is in place to encourage thoughtful prospecting and prevent misuse of the feature.
How to export lead lists to your CRM
First, build your lead list.
Go to your Leads and select the ones you would like to export.
Then press Export to CRM
Confirm the type of contacts to be exported (e.g. contacts or leads).
And wait for the list to be exported! When the process is completed, you will notice that all of the contacts are now highlighted in blue, which means that they have been successfully added to your CRM. You can also check your exported list by clicking on "View".
How do I export Accounts from the Search page?
With Surfe, you can also export Accounts from the Search page. Go to Accounts and then click on "View in search".
Select your Accounts and export them with Surfe "Export to CRM"!