We'll respond within one business day with a detailed analysis of your case—not just a list of services.
LinkedIn Profile
The salesperson finds the right decision-maker in the search results or feed.
Technology · Exploration & Processing
Every minute spent copying information from LinkedIn into the CRM is a minute not spent on conversations. Surfe completely eliminates this friction.
What is
Surfe is a browser extension that appears directly on LinkedIn. When the sales team is viewing a profile or searching through a list, the data syncs to HubSpot with a single click: no need to open another window, no need to copy names, and no typos.
The result is a CRM system that is updated in real time, with the right contacts and accurate data, without relying on the team to manually enter information.
It's the difference between a CRM that reflects the reality of lead generation and a CRM that's always two days behind.
How It Works
LinkedIn Profile
Surfe detects the profile
1-Click Sync
HubSpot Update
Problems It Solves
Without Surfe, the prospecting process relies on incomplete data, teams that duplicate efforts, and a CRM that doesn't reflect the actual pipeline.
The team prospects on LinkedIn, but the records haven’t been entered into HubSpot. The CRM is filled with incomplete records, incorrect information, and contacts with no associated activity. Pipeline decisions are based on data that doesn’t reflect reality.
Without immediate visibility into who is already in the CRM, two sales reps approach the same contact at the same time. Surfe shows, when viewing the profile, whether the contact already exists, what their status is, and who is assigned to them.
Each contact added manually to the CRM takes between 3 and 8 minutes: searching for an email address, copying data, filling out fields, and checking for duplicates. With Surfe, it takes less than 20 seconds. The team can process lists 4 times faster.
Without a history of interactions visible during the prospecting process, sales reps don't know which contacts are new. Surfe displays HubSpot data directly on LinkedIn: notes, deals, and latest activity.
What has been implemented
Installing the extension is the easiest step. The real value lies in configuring the integration, mapping fields, and setting up workflows that are triggered by the synchronized data.
Configuration of the native integration between Surfe and HubSpot, including authentication, property mapping, and user-specific permission settings.
HubSpot workflows that trigger when a new contact is created via Surfe — supplemental enrichment, initial scoring, and automatic assignment.
Integrate the Surfe workflow with outbound sequences and the sales pipeline so that each synchronized contact is immediately routed to the correct process.
SmartLinks Tools
Surfe is a component of the Sales Engine that SmartLinks builds for B2B teams, integrated with the other tools for identification, enrichment, sequencing, and analysis. The goal is for the sales team to have a repeatable process: they identify prospects on LinkedIn, sync with Surfe, and HubSpot takes care of the rest.
Tool Flow
Sales Engine · Outbound Workflow
If your sales team is still wasting time entering data manually, it's time to switch systems. We'll show you how Surfe integrates with your company's tools.
No fee for the diagnosis · No obligation
We'll respond within one business day with a detailed analysis of your case—not just a list of services.