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Add contact to a static list

Add contacts or companies to static (HubSpot) lists directly from surfe.

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Templates for Tasks

When I want to add a task on my CRM it would be great to have some level of costumization (For example, add completed task for linkedin connection request by user)

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Create Task on Company level in the LinkedIn mask

The same as already included on contact level, it would be great to be able to create tasks on company level in the LinkedIn mask

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Automatically update contact records

It would be great if contacts that had job, title or email changes were updated automatically (so I don't have to manually update them in the side bar)

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Integration with Streak CRM

I would like to integrate with this CRM

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SalesIntel

Add SalesIntel to tools integration

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Integration to Whatsapp Web

I use a separate product called https://pipechat.app to integrate with whatsapp web, and I'd prefer to get this through you instead.

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Sales Journey CRM Integration

Sales Journey is a sales hub platform for the B2B market.

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Contact names Lower case letter

First and last name should never be pushed to CRM in full capital letters

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Intent Data

Provide intent data for accounts searching for keywords

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Cycle through All Tasks

Being able to see all tasks in Surfe and action in LinkedIn would be great. I have a bunch of Hubspot created LI connection tasks and seeing them all in Surfe/LI without going back & forth would be a massive timesaver.

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Add contact to deals

Being able to directly link the contact in an exisiting deal on Pipedrive

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Affinity CRM Integration

You'll unlock most of the VC market with this integration.

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HelloWork and cvthèques integration

Ability to connect the chrome extension to add candidates into Pipedrive through Surfe

PS: Huntool has this functionality
https://chromewebstore.google.com/detail/huntool-beta/bcdgamikkigdjhojepefaegoljbjdabj

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Create a Pipedrive Project from a LinkedIn Profile

Similarly to the ability to create a Lead, allows users to create a Project and link it to a Deal

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Hold Contact Updates checkbox

Include a checkbox to ignore updates for a specific contact for xx months (e.g 3 months default). Many contacts frequently reappear for updates when the only change identified is not relevant, e.g. VP vs Vice President, ABC Corp vs. ABC Co. etc... It would be helpful if these did not continue to reappear in the update feed.

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Update Job or Company if the last Job is not="Present"

Currently Surfe updates a contact based on their last job. If there is an end date on the most recent job Surfe still adds the company name and contact information. When there is an end date rather than the word “present” on the last job, the job and company should be updated with blanks, InTransition, or similar.

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View Posts and Comments of Connections

The ability to ONLY view POSTS and/or COMMENTS of all connections without viewing all of their likes AND based on our selection rather than the LI algo would be very helpful. Navigator does a poor job of this, provides a bad UX, and is pricey.

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Integration with GetEmail.io

GetEmail.io Finds The Email Address Of Anyone On Earth, Using AI & Big Data.

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Integration with productive.io deals
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Automatically save new contacts to pipedrive

Automatically save new contacts to pipedrive (as leads or as deals)

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Make the city state field the first field

That way when you create a contact at least the information will be accurate vs. putting the city where the street goes.

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Ability to create new deal even when surfe finds a match

One of the problems I have with the pipedrive integration is that sometimes it links to the wrong contact. We can select another, but there is no option to create a new contact or deal, which messes up my workflow. Because in that case, I have to manually create a deal and client in pipedrive. And this misses all the point of facilitating our life with the integration.

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Data Value too large for import

Make possible to import contacts, leads and companies even when address is larger than 240 characters

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