Surfe makes it easy to transfer contact information from LinkedIn into Pipedrive, this allows you to manage Pipedrive data directly from LinkedIn profiles, streamlining your workflow, saving time, and reducing the need for manual entry!
Connecting LinkedIn to Pipedrive with Surfe
1. Install Surfe Extension
First, download and install the Surfe extension.
Connect with your Pipedrive account, Surfe will use your Pipedrive email as a login
For easy access, click on the Extension button in the top-right corner of your Chrome browser, and pin Surfe.
2. Connect to Pipedrive
Once the extension is installed, Surfe will prompt you to connect your preferred CRM , choose Pipedrive from the available options.
3. Connect Your Account
Surfe will prompt you to log in with your Pipedrive account.
That's it! You're now connected. Surfe will now automatically take you to LinkedIn so you can start prospecting!
Important Notes for Pipedrive Users
What to Do if Surfe Asks the Admin to Connect First?
Why This Happens: For all Pipedrive users, Surfe requires the CRM's 'Global' admin to be the first person to connect and sync the very first message.
Steps to Resolve:
If you don't have 'Global' admin access, you can request the current Global admin to connect Surfe first
If the Global admin is unavailable, ask them to temporarily grant you (or another team member) 'Global' admin rights.
Once you have these rights, open any LinkedIn message and click the sync button in Surfe to save it in your CRM. This step should only take about 5 minutes.
After completing the sync, the admin can revert your profile to its usual settings.
If you encounter any issues during this process, please reach out to us directly at support@surfe.com for further assistance.