One of Surfe’s most popular features is message synchronization between LinkedIn and your CRM. When a LinkedIn contact is present in your CRM, each time you open a message, Surfe automatically synchronizes LinkedIn messages to the CRM for our paid plan users. If you’re on a paid Surfe plan, you can easily sync your LinkedIn messages to your CRM by clicking the ‘Sync with CRM’ button in the chat window (sync permission needed). This feature is also available with Sales Navigator, as well as an additional option to sync messages via Salesloft.
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Where does Surfe sync a message in my CRM?

The LinkedIn conversations are grouped by day when added to the contact's profile. The content of the conversation is available in the activity's details and this way, you can have it directly in the timeline.

We use "activities" because it fits the needs of most of our users. In the same way, you have the default activities "Phone Call", "Meeting", and "Email", you now have the activity "LinkedIn Conversation", making it more traceable. All the messages sent within one day are reported as one LinkedIn Conversation in your CRM.
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HUBSPOT
For Hubspot users, your LinkedIn conversations will be synced as “LinkedIn Messages” inside the CRM.
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​COPPER
For Copper users, your LinkedIn conversations will be synced as “LinkedIn Conversations” inside the CRM.
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PIPEDRIVE

For Pipedrive users, your LinkedIn conversations will be synced as "LinkedIn Conversation" activities, under the 'History' section.
​Please note that your conversations can only be synced on the 'Contact' or 'Deal' record, but not the 'Lead'.

How to sync under my Deals in Pipedrive (only for Pipedrive CRM)?
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​Go to your Surfe Dashboard→Settings→Admin Settings→Sync Notes and Conversations with latest Deal→ON
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​SALESFORCE

​Does Surfe sync a part of the correspondence or all of it?
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Once you click on 'sync chat', the whole conversation will be synchronised into your CRM. If you've already had a conversation before adding the contact to your CRM via Surfe, then once you sync the chat, will we sync the previous 20 (approximate) messages 🚀
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