With the Surfe App’s new integration, you can now send contacts directly into HubSpot Sequences (as well as Outreach, Salesloft, and Lemlist) without ever leaving Surfe.
Even better, Surfe will automatically enrich mobiles and emails at the moment you add the contact to a sequence — so your outreach always starts with the right data.
This guide shows you step by step how it works.
Step 1: Find a Contact on the Surfe App Search feature
Start as you normally would:
Select the profile of a prospect you want to contact.
Step 2: Connect your Sales enablement tool and Choose a Sequence and Step
You’ll see the option to ad the contacts to a sequence.
Select your outreach tool (HubSpot Sequences, Outreach, Salesloft, or Lemlist)- if not connected yet, you will be redirect to the Surfe Dashboard to connect your tool.
Pick the specific sequence you want
Choose the exact step where you want the contact to enter
Step 3: Sync + Enrich Automatically
As soon as you confirm, Surfe will:
Sync the contact into HubSpot CRM
Enrich their mobile number and email address (using your Surfe credits)
Push the enriched contact directly into the sequence and step you selected
Step 4: Outreach Starts Instantly
Your contact is now fully enriched, synced to HubSpot, and added into the sequence. You’re ready to begin outreach right away.
⚡ Notes & Tips
This feature is available for HubSpot customers on the Pro plan.
Adding a contact to a sequence uses enrichment credits because mobiles and emails are automatically added.
Surfe also prevents duplicates by showing if a contact is already in a sequence before you add them.