Create a Trello card from within LinkedIn. This would be super powerful. A lot of small businesses / solopreneurs use a Trello board as their CRM (as well as their task manager)
Create a Trello card from within LinkedIn. This would be super powerful. A lot of small businesses / solopreneurs use a Trello board as their CRM (as well as their task manager)
Add contacts or companies to static (HubSpot) lists directly from surfe.
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)
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
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)
I would like to integrate with this CRM
Add SalesIntel to tools integration
I use a separate product called https://pipechat.app to integrate with whatsapp web, and I'd prefer to get this through you instead.
Sales Journey is a sales hub platform for the B2B market.
First and last name should never be pushed to CRM in full capital letters
Provide intent data for accounts searching for keywords
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.
Being able to directly link the contact in an exisiting deal on Pipedrive
You'll unlock most of the VC market with this 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
Similarly to the ability to create a Lead, allows users to create a Project and link it to a Deal
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.
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.
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.
GetEmail.io Finds The Email Address Of Anyone On Earth, Using AI & Big Data.
Automatically save new contacts to pipedrive (as leads or as deals)
That way when you create a contact at least the information will be accurate vs. putting the city where the street goes.
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.