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Make it easier to find which contacts were created/updated by Surfe in the CRM
T
Tim Cleary

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
S
surfe.6o4or
Jun 11, 2024

Hublead has a good way of handling this by creating a custom cards within a Hubspot contact record

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