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How to transfer data from Google Sheets to CRM if I want to switch to a CRM
How to transfer data from Google Sheets to CRM if I want to switch to a CRM
Marta Szeflińska avatar
Written by Marta Szeflińska
Updated over a year ago

Surfe offers a complete suite of features for users who are connected to a CRM. If you want to switch to a more complete suite of features, you can connect LinkedIn to HubSpot, Salesforce, Copper, or Pipedrive using Surfe.

Once you have your account set up with your chosen CRM, you can upload a .csv, .xls, or .xlsx file (depending on your CRM) of your contact data to your CRM. First, go to your Surfe Google Sheet, click file, download, and then select your desired export format.

Next, follow the instructions in the articles below for your CRM.

If you want to use both Google Sheets and your CRM, you will need 2 different Surfe accounts.

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