Keeping Your CRM Data Up-to-Date with Surfe’s Contact Updates Feature
The Contact Updates feature (formerly known as "Job Change Notifications") helps you maintain accurate records by checking your CRM contacts for outdated information—especially when someone has changed their company or job role.
Surfe compares existing CRM records with updated external data and highlights any discrepancies. This ensures your CRM reflects the most recent job titles and company details for each contact.
How to use Contact Updates
While browsing profiles, open the Surfe side panel and click the “Updates” tab.
You’ll see how many contacts Surfe has found with mismatched details (like a new job title or company).
Select any contact from the list to review the suggested updates.
Simply click Update contact to update the information in your CRM. With this click, the data in your CRM now matches exactly the information on the user’s profile.
The Contact Updates feature only updates changes to company and job title.
When you update a contact in this way, Surfe will automatically enrich their email address for you if you don't already have an email for this contact or if the user has changed company. This ensures your following emails to this contact are going to their new email address.
How to enable contact updates
With the latest update of Surfe, the Contact Updates feature is enabled by default but you can check this at any time by navigating to your Surfe Dashboard, opening your settings, and checking the Enabled Features window.
Who can use the Contacts Update feature?
The Contact Updates feature is a premium feature for our Pro plan users. Subscribers to other plans can still see the feature but are limited to updating 3 contacts per month. You can upgrade your plan at any time in the Surfe Dashboard.
Troubleshooting
Ensure profile URL fields and job title fields are properly mapped in your CRM. Surfe relies on these to identify and compare the correct records.Surfe scans your CRM once daily to detect any new changes and updates.
It is also important to have the job title field correctly mapped. Surfe users usually map this when they set up their Surfe account, but you can check that the field is correctly mapped by following these instructions.
The Contact Updates feature scans your CRM once per day to check for new inaccuracies. The changes you see in the side panel are the results from the latest scan.