If you’ve recently changed CRMs and want to continue using Surfe with your new CRM, the process is straightforward. Follow these steps to switch the CRM connected to your Surfe account:
How to Switch CRMs in Surfe
Log into Your New CRM:
Start by going to the website of your new CRM and ensuring you are logged into your account, and if you’re on a company account, make sure your team has already migrated to your new CRM. We support Pipedrive, SalesForce, Hubspot, and Copper.Access LinkedIn:
Open LinkedIn and navigate to the Surfe side panel.Open Surfe Profile:
Hover over the Surfe side panel and click on the profile button.
4. Log Out of Your Current CRM:
Scroll to the bottom right corner of the panel and click the arrow icon to log out of your current CRM.
5. Choose Your New CRM:
You’ll be directed to a page where you can either continue with your current CRM or connect to a new one. Click on the “Connect here” next to “Using another CRM?” to proceed.
6. Connect Your New CRM:
Select your new CRM from the list provided. A pop-up will appear prompting you to authorize and automatically connect Surfe with your new CRM.
7. Transfer Your Plan
If you already have a paid Surfe subscription that you would like to transfer to your new CRM, contact us via chat so we can do it for you!
8. Review and Adjust Settings After Switching to a New CRM
After switching to a new CRM, it's important to review and adjust your settings to ensure everything is configured to your preferences. Specifically, you'll want to:
Remap Field Mapping: Mandatory! Review and update the field mapping to ensure that the information from Surfe is being accurately transferred to the correct fields in your new CRM. This will help maintain consistency and prevent data discrepancies between your LinkedIn contacts and your CRM records.
Check Your Preferences: Make sure that your settings in the new CRM align with how you had them configured in your previous CRM and preferences that impact your workflow.
And that’s it! You’re now connected to your new CRM through Surfe, ready to streamline your workflows as before.
If you face any issues, that may mean you need to map your fields
Field mapping in the context of Surfe and your CRM is the process of connecting data fields from Surfe with the corresponding fields in your CRM. For instance, when you add a contact's details from LinkedIn using Surfe, field mapping ensures that the "First Name" field in Surfe matches the "First Name" field in your CRM. This alignment is essential for accurately transferring and organizing data so that all the information is correctly stored and easily accessible in your CRM.