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Smarter Lists: filter existing contacts

You can now filter contacts by whether key fields exist or are missing—Email, Mobile, LinkedIn URL, and CRM ID.

Managing contact lists and refining lead searches are essential tasks for optimizing your workflow in Surfe. This guide provides step-by-step instructions for segmenting contacts, exporting them to your CRM, and excluding existing CRM records from your lead searches.

To segment contacts into lists and export them into your CRM, follow these steps:

  1. Create a Contact List: Start by creating a list of contacts in Sales Navigator.

  2. Set Up Field Mapping:

    • Add a custom field in your CRM to map to the "List Name" field in your Surfe Dashboard.

    • Access the field mapping settings in your Surfe Dashboard (https://account.surfe.com/features/fields-mapping).

    • Map the custom field to ensure seamless synchronization.

  3. Export Lists: Once the field is set up, all exported lists will automatically sync into your CRM.

If you need to create a CSV file for the Surfe App using Sales Navigator lead lists:

  1. Ensure the following settings are turned off in your Surfe Dashboard:

    • "Trigger email & phone enrichment automatically"

    • "Trigger mobile enrichment automatically"

  2. Open LinkedIn Sales Navigator and navigate to your lead list.

  3. Select the contacts to export and click the "Export to CRM" button.

  4. Use external tools like Google Sheets to further process your CSV file if needed.

  5. Save your CSV file in UTF-8/Unicode format before uploading it to the Surfe App. For additional details, refer to Surfe’s guide on exporting lists from Sales Navigator (https://intercom.help/surfe/en/articles/836779-how-to-export-lists-from-sales-navigator).

This lets you quickly isolate sync-ready contacts, prevent CRM errors, and save time on manual checks. Keep your lists clean and your workflows efficient with just a few clicks!

To exclude companies or contacts already in your CRM from your lead searches:

  1. Open Your List: Go to "My Lists" in Surfe and open the list you want to refine.

  2. Access Filters: In the list view, open the Filters panel on the right.

  3. Apply Field-Existence Filters: Use filters like "Email = exists," "Mobile = exists," or "LinkedIn URL = exists" to refine your list.

  4. Add CRM Presence Filter: Set the filter "Is in CRM = false" to exclude records already in your CRM.

  5. Update and Proceed: Apply the filters to update the list view. You can now proceed with outreach or export based on the filtered results.

  • Regularly update your field mappings in the Surfe Dashboard to ensure accurate data synchronization.

  • Use UTF-8/Unicode format for CSV files to avoid compatibility issues.

  • Visit the Surfe help center for the latest guides and resources.

How to use Filters in your Surfe Lists:

  1. Go to Your Lists

  2. Select a List

    • Open the specific list you want to filter.

  3. Use the Filters

    • Filters are on the right side of the list view.

    • Combine filters such as:

      • Mobile = exists

      • Email = exists

      • LinkedIn URL = exists

      • Is in CRM = false

  4. Sort Your Contacts

    • Apply the filters to organize contacts based on missing or existing key information.

Check out this video to find out what's new in Surfe!

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