Important note: The new Surfe side panel has been available for all new users starting March 16th, 2026. This update does not affect users who signed up before this date. The rollout to existing users will happen progressively in the future.
Before using these fields in the side panel, you’ll first need to create the custom fields in your CRM (e.g., Pipedrive or Hubspot). These can be any data fields you need — such as text, number, date, multi-choice, etc.
Step‑by‑Step
Create Custom Fields in Your CRM
In your CRM (HubSpot, Salesforce, Pipedrive, etc.), create the additional fields you want to use (example: “Lead Source,” “Contact Priority,” etc.).
Open the Surfe Side Panel
Navigate to a LinkedIn profile in your browser.
The Surfe side panel will load on the right.
Click on “+ Add fields”
3. View Additional Fields
The newly created custom fields will appear if the field was not already added.
4. Edit and Save Updates
You can directly update these fields within the side panel, and your changes will sync back to your CRM.