By connecting HubSpot to Surfe, you will be able to manage the data and content that is in your CRM directly from LinkedIn.
1. Download the Surfe Chrome extension.
2. Surfe will automatically open LinkedIn for you. When the welcome message appears, click ‘Get started!’
3. Surfe will ask you which CRM you want to set up. Select the HubSpot logo.
4. Check your HubSpot user permissions.
If you’re the first person on your team to connect Surfe to your HubSpot account, it’s important that you have the correct permissions. You may have to ask your HubSpot admin to change these settings for you. Open HubSpot in a new tab.
Go to Settings > Users & Teams, hover over the user and click on 'Edit permissions'.
When the 'Manage user access' panel appears, click the 'Choose how to set access' dropdown menu and select either:
Start with a template
Start from scratch
Then click on the 'Choose permissions' dropdown menu and within the search bar, type "App marketplace access" to locate this specific permission and enable it.
Next, search for "Edit property settings" and ensure it is enabled. You can disable ‘Edit property settings’ again after setup, if you prefer.
*Make sure that all the basic permissions are also activated in your CRM. Specifically those under the "CRM objects" & "CRM tools" sections, such as "Import".
5. Once the necessary permissions are active, you can go back to the Surfe side-panel we left open and continue to follow the onboarding steps. The final step is to grant access to HubSpot.
If the issue still persists, please don't hesitate to contact us directly at support@surfe.com.