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.