If you have recently changed CRMs and would like to continue using Surfe, it is very simple to change or switch the CRM you have connected to Surfe. Firstly, go to the website of your new CRM and ensure you are logged in.

Now that you’re set up with your new CRM, it’s important to ensure that you have your fields correctly mapped, particularly the LinkedIn URL. You can discover how to correctly map LinkedIn URLs here.

When on LinkedIn, simply hover over the Surfe side panel and click on the profile button. From here, you can log out of your current CRM and then click ‘connect here’ next to ‘Using another CRM?’.

Next, select the CRM you’d like to switch to and login. Now you’ll be logged in to your new CRM and ready to get going with Surfe. If you already have a paying Surfe subscription that you would like to transfer from one CRM to another, please contact us.