Surfe makes it easy to transfer contact information from LinkedIn into Google Sheets, where you can organize and update data without needing to switch between platforms.
For instance, you can quickly add new leads, add new leads, update their contact details and sync their LinkedIn information - all within your spreadsheet.
Connecting LinkedIn to Google Sheets with Surfe
1. Install Surfe Extension
First, download and install the Surfe extension.
For easy access, click on the Extension button in the top-right corner of your Chrome browser, and pin Surfe.
2. Connect to Google Sheets
Once the extension is installed, Surfe will prompt you to connect your preferred CRM , choose ‘other options’ and Google Sheets should pop up
Choose Google Sheets from the available options.
3. Connect Your Email Address
Sign up with your email address. During this process, Google will prompt you to grant certain permissions. These permissions are necessary for Surfe to access and update your Google Sheets, ensuring that the information you want to add from LinkedIn is correctly transferred and synchronized.
That's it! you're now connected.
Start Adding Data
Surfe will automatically open LinkedIn for you, allowing you to start adding your contacts and companies directly to your spreadsheet.
Accessing Your Spreadsheet
You can find your spreadsheet directly in your contact's LinkedIn profile and within the Surfe side panel as well.
What If Your Spreadsheet Wasn’t Created?
If you close the onboarding window before a Google Sheet is created, you won’t be able to add any contacts to the sheet because it doesn’t exist yet! But don't worry. The next time you try to add a contact from LinkedIn, the setup window will pop up again, prompting you to create a Spreadsheet.
Keep in Mind!
When using Google Sheets with Surfe, you'll have access to basic features that allow you to manage and organize your LinkedIn and Sales Navigator data directly from your spreadsheet. However, it’s essential to know that this setup doesn’t provide the full range of capabilities that Surfe offers when integrated with a CRM. These missing features include Message Sync, Contact Updates, Sales Enablement Integrations, Tasks, Notes, and Deals.