The Surfe and Outreach.io integration
Surfe has introduced an exciting integration with Outreach.io, a powerful sales tool that enables users to create automated email sequences targeted at specific audiences. With this integration, Surfe users can effortlessly add LinkedIn profiles directly to their existing Outreach sequences, streamlining their sales outreach process. In this guide, we will walk you through setting up the Outreach integration, using it effectively, and providing some troubleshooting tips to ensure a seamless experience.
This integration is available to all Surfe users on Essential or Pro plans. The Free plan subscribers must upgrade plan to benefit from this exciting integration. Users must also have a valid Outreach subscription.
Setting up the Outreach integration
1. Accessing the email automation section
To begin, navigate to the Surfe Dashboard and locate the 'Tools & Apps' tab. Under this tab, you'll find the 'Email Automation' section. You can directly access this section in the Surfe Dashboard or be directed there when you click the toggle next to the Outreach logo in the 'Automation tools' section of the Surfe side-panel.
2. Connecting Outreach to Surfe
Within the 'Email Automation' section, select Outreach as your Sales Enablement tool. Please note that each user can only connect one sales enablement tool at a time, and currently, the choice is between Outreach and Salesloft. If you opt for Outreach, the option to connect Salesloft will disappear from the side-panel and the dashboard
3. Individual user connection
It's essential to highlight that each team member must individually connect their Surfe account to their Outreach account. There is no company-wide connection option. Therefore, each team member must follow the outlined steps to ensure a successful integration.
Using the Outreach Integration
1. Adding LinkedIn profiles to Outreach sequences
Before you can add a LinkedIn profile to an Outreach sequence, you must first add the profile to your CRM and ensure that the associated email or phone number is present in the CRM.
2. The new Outreach 'Add' button
When you visit a LinkedIn profile, you'll notice a new 'Add' button adorned with the Outreach logo in the info section. To add the LinkedIn profile to Outreach, simply click this button.
3. Patience during addition
The addition process may take a few seconds. While we work on adding the contact to Outreach, the 'Add' button may still be visible for a moment. It is crucial to avoid clicking 'Add' again during this time, as doing so may lead to an error message. Please wait patiently until the button disappears.
4. Assigning to an Outreach sequence
After successfully adding the LinkedIn profile to Outreach, a new bar will appear above the info section. In this bar, you can assign the LinkedIn profile to a specific Outreach sequence. Click 'Choose a sequence,' and a pop-up will display the available sequences for selection.
5. Monitoring progress on LinkedIn profiles
Once a contact has been added to an Outreach sequence, Surfe will display this information on their LinkedIn profile. You'll be able to see which step of the sequence they are currently at, providing valuable insights for your sales outreach strategy.
Troubleshooting tips
Integration issues
If you encounter any problems during the integration process, double-check that you have followed the steps accurately. Ensure that you are using a compatible browser and that your Surfe and Outreach accounts are active and correctly linked.
Slow addition process
If the 'Add' button with the Outreach logo remains visible for an extended period after clicking, avoid clicking it again. Allow a few seconds for the system to process the addition before attempting any further actions.
Adding to wrong sequence
In case you accidentally add a LinkedIn profile to the wrong Outreach sequence, don't worry. Simply access the contact's profile on Outreach, and you can reassign them to the desired sequence within the Outreach platform.
If you need further assistance or encounter any persistent issues, please reach out to our support team, who will be happy to assist you in resolving any concerns you may have.