How Surfe Identifies Contacts & Companies:
Contacts & Leads: Surfe first checks the LinkedIn URL in your CRM. If it's missing, we use the LinkedIn ID. If that’s also unavailable, we match by first and last name.
Companies: Surfe identifies companies using the company website or LinkedIn URL from your CRM.
This is why it’s crucial to map the LinkedIn URL in your field mappings for contacts, leads, and companies to ensure accurate identification.