Surfe integrates with SalesLoft and allows you to send prospects to your SalesLoft cadence.
Getting Started with Salesloft
Navigate to your Surfe dashboard by clicking on the Surfe icon. Once on the dashboard, click "Tools & Apps". Under the "Email Automation" heading, click "Connect" next to Salesloft.
A pop-up will appear asking you to log in and accept permissions to connect Surfe to your SalesLoft account. Now you’re all set! The next time you visit a contact's profile, an "add to Salesloft" button will appear.
Each user who wants to connect Salesloft with Surfe must do so individually.
Using Salesloft with Surfe
Surfe is a Chrome extension that serves as a bridge between your contacts and SalesLoft. Traditionally, after your prospect, you have to copy and paste your prospect’s information into Salesforce, manually enrich them, and push them into the right Salesloft cadence.
Now that Surfe fills the gap, you can automatically turn prospects into SalesLoft contacts, send them to your desired cadence, and track their progression with a single click. Surfe also records all prospecting activities in Salesforce to eliminate manual lead capture and data entry.