View Contact & Company Info
The side panel shows key information about your contacts and companies instantly.
First Step: Head over to your Side Panel
Just open your Surfe Side panel!
Step Two: Sync Contact to CRM
Open the contact in the Surfe side panel
If the contact is not in your CRM, click Sync as Contact
You will be given the option to either Sync as Contact or Sync as Lead
4. Once the Contact or Lead is successfully added to your CRM - we will show it instantly on the Side Panel profile
Make sure a contact exists in your CRM before enrichment, so any updates are saved properly.
Step Three: Enrich Contact
Enrich your contact's email or mobile number
Works for new contacts or contacts already in your CRM.
How to:
Click Find email address or Find mobile number in the side panel or click on Find both to retrieve both data at the same time.
Surfe will then run its enrichment cascade to enrich the data
If the contact is already saved in your CRM saved in your CRM, you can click Update CRM to push enriched data to your CRM.
After Syncing & Enriching Contacts – What You Can Do
Add Additional Fields ✅
Create custom fields (text, number, date, picklist, etc.).
Add as Deal ✅
Create new deals/opportunities linked to the contact and company.
Contact Updates ✅
Keep contact info current with manual updates (such as new Job titles)
Tasks ✅
View, create, and manage tasks for the contact or associated deals.
Conversation Sync & Message Templates ✅
Sync conversations
Access message templates for fast outreach.
CRM Event Tracking ✅
Supported for Pipedrive, Salesforce, Hubspot, Copper.
Access the Tasks, Contacts updates and other Surfe options by clicking on the 3 lines on the right hand corner of the side panel
