Velainn is a Solution provider for Surfe now

Great news! We are thrilled to announce that Velainn has become a certified solution provider for Surfe. This partnership brings a host of exciting benefits to both HubSpot and LinkedIn users.

With Surfe's innovative software, you can now easily add your LinkedIn contacts to your HubSpot CRM with just a single click. In addition, you can effortlessly sync your LinkedIn conversations to your contacts' activity within HubSpot. This integrated feature makes it even more convenient to manage your contacts and streamline your workflow.

What is Surfe?

Surfe is a powerful revenue hub that enables sales and revenue teams to effectively capture and serve clients. It seamlessly integrates with your CRM and a range of essential tools, allowing you to easily adapt, strategize, and engage with your customers to build stronger connections.

Available Features

1. Add LinkedIn contacts to CRM. When you navigate to a profile on LinkedIn, Surfe empowers users to effortlessly transfer contact information directly from LinkedIn to the CRM solution with just a click, eliminating the need for manual copy and paste and minimizing the risk of errors.
   
   
2. Conversation synchronization. By simply clicking the "sync with CRM" button in the message panel, Surfe seamlessly transfers all your conversations to your CRM and automatically updates them in the background, making workflow management effortless.
   
   
3. Side panel “The Surfeboard” - The Surfeboard, a dynamic dashboard that stands out from the rest, accompanies you across various platforms - web, email, and social media. Providing seamless access to complete CRM functionality, it delivers vital information precisely when you need it.
   
   
4. Pipeline view in the side panel. Effortlessly oversee every aspect of your sales pipeline, from deal management to pipeline configuration and account filtering, all with the peace of mind that everything is securely stored in your CRM.
   
   
5. Edit CRM Fields from LinkedIn. When Surfe identifies a match between the LinkedIn profile you are viewing and a contact in your CRM, a detailed overlay of the CRM contact's information will seamlessly appear. Surfe empowers you to effortlessly customize CRM fields directly from LinkedIn, ensuring that all modifications are automatically synchronized with your CRM. This feature allows you to effortlessly add, remove, or update specific fields right from the individual's profile.
   
   
6. Show CRM contacts on LinkedIn. Upon linking with the CRM solution, Surfe showcases the contact details from the CRM directly on LinkedIn, including status, notes, tasks, recent activity, and lead ownership. Your CRM contacts and newly added prospects are highlighted in a striking purple hue, ensuring they catch your eye effortlessly.
   
   
7. SalesNavigator Integration & List Export. Surfe seamlessly integrates with Sales Navigator, providing a user-friendly experience that mirrors the familiar functionality of LinkedIn. Additionally, it offers the convenience of exporting Lead Lists with just a single click.
   
   
8. Emails enrichment. Surfe collaborates with DropContact to swiftly unearth the emails and phone numbers of your potential leads with just a single click.
   
   
9. Smart Message Templates. Users can easily create, share, and reuse message templates with Surfe. Additionally, the platform will soon provide insights into which templates generate the highest reply rates, optimizing your communication strategy effortlessly.
   
   
10. Note Feature. Jot down your notes effortlessly within the LinkedIn interface, without any worries - they will be seamlessly synchronized in real-time with your CRM solution.
    
    
11. Create Deals Feature. Manage and oversee deals in your sales pipeline seamlessly within the LinkedIn interface without the hassle of switching between tabs.
    
    
12. Contact Update Feature detects obsolete profiles in your CRM and alerts you.
    
    
13. User Dashboard. Tailor Surfe to suit your requirements: personalize settings, and establish and align customized fields with your CRM.

Surfe to HubSpot integration

Say goodbye to the tedious task of manually adding your LinkedIn contacts to HubSpot or going through the hassle of exporting and importing contacts via CSV files. Surfe makes it easy for you by simplifying the process!

If you have any questions or need help with integrating Surfe with HubSpot, don't hesitate to contact Velainn. We will guide you through setting up your Surfe account and seamlessly integrating it with your CRM, all at absolutely no cost to you.

Don't miss out on this opportunity. Contact us now for a free consultation at https://velainn.com/contact.