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How to Sign up to Surfe's Bulk Export
How to Sign up to Surfe's Bulk Export
Marta Szeflińska avatar
Written by Marta Szeflińska
Updated over 2 months ago

Surfe is your all-in-one solution for enriching contact information at scale. Whether you need verified emails, mobile numbers, LinkedIn URLs, or other crucial details. Signing up is your first step toward maximizing the efficiency and effectiveness of your prospecting efforts.

How to Sign-Up

  1. Visit the Sign-Up Page
    Choose your preferred sign-up method, you can sign up using your Google account, Surfe account, or CRM account. Select the one that works best for you.

  2. Choose Your Path
    Once you're logged in, you'll be prompted to choose between two options: "Enrich CSV File" or "Find Leads." For now, select "Enrich CSV File" to proceed to the Lighthouse tool.

  3. Upload Your CSV File
    On the homepage, click the button to upload a CSV file. You can upload from Google Sheets, Excel, or a Sales Navigator lead list. If you’re new, you can download a sample sheet to try it out first.

4. Match Your Fields
Surfe will automatically attempt to match the fields in your file with the appropriate categories. Review these matches to ensure accuracy, and make any necessary adjustments.
The mandatory fields for the CSV file are (First Name, Last Name, and Company Name)
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5. Customize Your Usage
After confirming your fields, click "Create List." Surfe will start enriching your list based on your choice of either emails or both emails and phone numbers.

6. Review Your Results
And Voila! you’ve now enriched your list, You can download your file by pressing on the arrow on top. Surfe will now present you with the find rate, showing how many contacts were successfully enriched and explaining any that were not.

The last thing you’d need to do would be to add this CSV file to your CRM so you can start making calls!

How to upload a CSV file to your CRM:

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