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My Mobile Finder search result wasn’t added to my CRM. How do I map Mobile Numbers with my CRM?
My Mobile Finder search result wasn’t added to my CRM. How do I map Mobile Numbers with my CRM?
Updated over a year ago

When you first started using Surfe, either you or your admin would have mapped your CRM fields so that Surfe knows where to add specific data in your CRM. For example, it's important to have the LinkedIn URL mapped so that Surfe can uniquely identify each contact.

To use the Email and Phone finder, you will also have mapped the email and mobile fields within Surfe to the relevant CRM field. It’s important that you do the same for Mobile Phone numbers before using the Mobile finder otherwise Surfe won’t know where to send the mobile number once we have found it.

To do this, head to the Properties Mapping section in your Surfe Dashboard. Scroll down to the Enrichment Information section and select the empty field next to Mobile. From here, select the property in your CRM that you want Mobile phone numbers to be assigned to.

From now on, successfully located mobile phone numbers will automatically be placed in this field inside your CRM when you conduct a Mobile search.

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