Product updates: Auto-Sync, Cascading, Export as Lead
🆕 Display dynamic Email cascading
We now display in real time which email finder tool is being queried to find the contact’s information, straight in the Surfe
embedded section.
🆕 Support more Email & Phone finder tools
We added support for one more enrichment tool: VoilaNorbert.
More will be coming soon! Reach out if you want to submit yours.
Export SalesNav list as Leads
We enhanced our List Export feature to give you the possibility to export the prospects as Leads instead of Contacts.
Setup Default CRM fields
Some Contact / Org / Deal fields may always be the same when you add them from LinkedIn through Surfe (such as “Source” or “Status”).
We made it possible to set default initial values for CRM fields from the Surfe Dashboard.
Bug fixes
- List Export is more stable
We solved several bugs causing the List Export to malfunction.
- Contact matching is continuously improving
We used the latest Search API version of the CRMs and now
attempt to match by LinkedIn URL first.
- Surfe’s onboarding experience is less intrusive
We revamped our in-product tutorial into a short step by step guide.
