It would be very helpful to can add the different Leads from LinkedIn to Salesforce with the adress from their job not their home adress.
It would be very helpful to can add the different Leads from LinkedIn to Salesforce with the adress from their job not their home adress.
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As a manger I would love to be able to quickly view the messages my team are sending & syncing via Surfe.
Ability to click a Surfe button (or use the Chrome extension) within a CRM (e.g. HubSpot) record to enrich/update a contact and/or company record.
We have created a custom label in our CRM where we update how many LinkedIn Connections and Follwers the prospect has. It is a manual process. Can we get it automatecly update the field? It helps us to understand if they are active on the platform.
Integrate with Make.com and other automation services like zapiert to allow for more customization of workflows
would be great to preset somehow that specific property cant be seen in Linkedin surfe view or can be available only to people who have access to those properties in Hubspot? Or set it the way that just admin can make availble every field from hubspot in linkeidn surfe view?
No way of using Surfe on an iPad.
Often, Surfe create a new company while a compagny already existed.
I need to merge the 2 companies manually on pipedrive then.
Add the ability to specify when to send the message to a specific person.
Example 1:
The lead sent you a message asking you to remind him about something next week or next month. You just create a message for that period with the reminder and forget about it. No need to create new tasks to do something. It saves time.
And also, be able to choose if to cancel message sending automatically in case the lead send you any new message after scheduling, or anyway send it on a schedule.
Example 2:
Is there a way to change 'Open in CRM' to open in current CRM tab that's already open, rather than creating new tab each time?
ie. If I already have pipedrive open - I don't want it to open a new browser tab each time I click on a person.
Ability to assign/remove multiple labels to lead/contact with Pipedrive rather than just 1. Pipedrive allows to add multiple labels.
Similar to Hublead's implementation, make separate Hubspot activity timeline events for LinkedIn invite sent event and LinkedIn invite accepted event.
Sometimes a hubspot contact record only is an email address and has no first name, last name, or LinkedIn URL. These records do not appear as an option for linking when searching in Surfe for contacts to link from LinkedIn profile page
Add the ability to sync to CapsuleCRM.
ability to add company fields to Addtitional filds section of Surfe parsing page in LNKD page
Just got intro'd to a prospect via a group chat w/ a partner, but not seeing an option to sync chat!
Need to define/recommend field types (short text, long text, phone, etc) on the CRM mapping setup. Currently, users utilize the mapping page to create new fields in CRM that can map to Surfe. Unless the fields are created as the same type as Surfe, these cannot be mapped. It's trial and error to see if CRM fields show up as a mapping option.
When doing a lot of Surfing, it can be tough to go back and identify which contacts Surfe created/updated inside the CRM.
The new export report is a start, but would love to be able to do any the below
a) create a Hubspot List add contacts as they are updated/modified
c) add a note to the Contact indicating that the lead was created/updated by Surfe and what was modified
c) download the export/enrichment history as a CSV (ideally including the CRM IDs)
When using the bulk export tool, would love to able to set values for other fields to apply to the selected contacts.
Ex. Select 20 contacts to export to Hubspot and update them all with the same 'Contact Owner' and 'Persona' properties
Add the ability to use the bulk export from Sales Nav search results to also add contacts to sequences and/or lists
As most of sales activities on LinkedIn goes with contacts but in our CRM we decided to have the Company as the main entity it would be awesome to see properties from Companies (as Tab same as with Deals) to directly modify properties of the compan.y. this would speed up our process like crazy.