The Contact Updates feature (previously called ‘Job Change Notifications’) scans your CRM contacts, compares them with the matched LinkedIn URL, and checks for inaccuracies. These inaccuracies appear most often when a LinkedIn user has changed company or job role. Of course, if they’ve switched roles or employers, it’s important that you keep this information updated in your CRM.
Surfe keeps on top of these necessary updates for you, providing a list of contacts that need updating.
How to use Contact Updates
When on LinkedIn, click the ‘Updates’ button in the side-panel to open the Contact Updates view.
Here you will see the number of contacts that Surfe has found with inaccurate matches between your CRM and their LinkedIn profile. You will also see a list of these contacts and an overview of the data that needs to be updated.
Click on the contact you would like to update and review the changes Surfe recommends. This information could include a change of company or job title. Simply click Update contact to update the information in your CRM. With this click, the data in your CRM now matches exactly the information on the user’s LinkedIn profile. The Contact Updates feature only updates changes to company and job title. When you update a contact in this way, Surfe will automatically enrich their email address for you if you don't already have an email for this contact or if the user has changed company. This ensures your following emails to this contact are going to their new email address.
How to enable contact updates
With the latest update of Surfe, the Contact Updates feature is enabled by default but you can check this at any time by navigating to your Surfe Dashboard, opening your settings, and checking the Enabled Features window.
Who can use the Contacts Update feature?
The Contact Updates feature is a premium feature for our Pro plan users. Subscribers to other plans can still see the feature but are limited to updating 3 contacts per month. You can upgrade your plan at any time in the Surfe Dashboard.
Troubleshooting
For the Contact Updates feature to work correctly, it’s vital that you have LinkedIn URLs mapped with Surfe. To avoid inaccuracies, Surfe ensures this updated information is coming from the correct LinkedIn profile by checking the CRM contact against the matched LinkedIn URL. This means Surfe will not be able to provide you with suggested updates if this field is not mapped. Learn how to correctly map the LinkedIn URL to your CRM or create this field in your CRM here.
It is also important to have the job title field correctly mapped. Surfe users usually map this when they set up their Surfe account, but you can check that the field is correctly mapped by following these instructions.The Contact Updates feature scans your CRM once per day to check for new inaccuracies. The changes you see in the side panel are the results from the latest scan.