Salesloft
Marta Szeflińska avatar
Written by Marta Szeflińska
Updated over a week ago

Surfe integrates with SalesLoft and allows you to send prospects from LinkedIn to your SalesLoft cadence.

Getting Started with Salesloft

1. Navigate to your Surfe dashboard by clicking on the Surfe icon from LinkedIn. Once on the dashboard click ‘Tools & Apps’.

2. Under the ‘Email Automation’ heading, click ‘connect’ next to Salesloft.

2. A pop-up will appear asking you to log in and accept permissions to connect Surfe to your Salesloft account.

3. Now you’re all set! The next time you visit a LinkedIn account there will be an "add to Salesloft" button available.

Using Salesloft with Surfe

Surfe is a chrome extension that serves as a bridge between LinkedIn and Salesloft. Traditionally, after you prospect on LinkedIn, you have to copy and paste your prospect’s information into Salesforce, manually enrich them, and push them into the right Salesloft cadence.

Now that Surfe fills the gap, you can automatically turn LinkedIn prospects into Salesloft contacts, send them to your desired cadence, and track their progression with a single click, all from LinkedIn. Surfe also records all of your LinkedIn and Salesloft activities in Salesforce to eliminate manual lead capture and data entry.

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