2
Make it easier to find which contacts were created/updated by Surfe in the CRM
May 17, 2024
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)
Comments
Hublead has a good way of handling this by creating a custom cards within a Hubspot contact record