Add LinkedIn data to Pipedrive.

Surfe’s features:

• Add LinkedIn contacts to CRM. When visiting a profile page on LinkedIn Surfe gives the user the ability to send contact information from LinkedIn straight to the CRM solution instead of having to manually copy and paste removing any chances of copy-paste errors.

• Conversation synchronisation. With a click of a button ("sync with CRM") on the message panel, Surfe automatically moves all your conversations into your CRM and updates it automatically in the background.

• Side panel “The Surfeboard” – the first dashboard on top of all the others. This portable control center follows you around wherever you are (web, email, social media) and gives you access to the full CRM functionality, delivering critical information in view at the precise moment it’s needed.

• Pipeline view in side panel. Manage the full sales funnel from anywhere (deals, configure pipelines, filter out accounts) knowing everything is backed in the CRM.

• Edit CRM fields from LinkedIn. Once Surfe matches the LinkedIn profile you’re visiting with a contact present in your CRM, an overlay of the CRM contact’s information appears. Surfe also allows you to edit the CRM fields from LinkedIn, synchronising all the changes with your CRM. You can add or omit certain fields and fill them in, directly from a profile.

• Show CRM contacts on LinkedIn. Once connected to the CRM solution, Surfe displays the contact information from the CRM on top of LinkedIn, as well as the status, notes, tasks, last activity, and ownership of the lead. The profile names of your CRM contacts and newly added prospects are highlighted in purple to make them visible at first glance.

• SalesNavigator integration and list export. Surfe offers full functionality on Sales Navigator. It is easy to navigate through them, as everything works in a similar manner to how it does on normal LinkedIn. Moreover, it allows you to export Lead Lists in one click.

• Emails enrichment. Surfe teams up with DropContact to find emails and phone numbers of your prospects in one click.

• Smart message templates. Surfe allows users to create, reuse, and share message templates with teammates, it will also soon identify which template yields the highest reply rate.

• Note feature. Write notes directly in the LinkedIn interface and don't stress: they are automatically synced to your CRM solution in real time.

• Create deals feature. Create and manage deals in your pipeline directly in the LinkedIn interface – no tab switching.

• Contact update feature identifies outdated profiles in your CRM and notifies you.

• User dashboard. Customise Surfe to your needs: set preferences, create and match customised fields with your CRM.