1 Map & configure
Connect your CRM, map mandatory fields, set dedupe rules and define standard notes and task types for consistent capture.
LinkedIn → CRM, done properly
Surfe: capture LinkedIn into your CRM without copy-paste
Surfe sits on top of LinkedIn so reps can create contacts, log messages and push notes straight to your CRM. We set up the fields, mappings and workflows so data is clean and the team stays in flow.
Definition
What is Surfe?
Surfe (formerly Leadjet) is a browser extension that connects LinkedIn with your CRM. With one click, reps can create contacts and companies, sync conversations, and push notes and tasks without leaving the profile they’re viewing.
We configure Surfe for your stack — mapping fields, setting rules, creating templates and automations — so every LinkedIn touchpoint lands in the right place in HubSpot, Salesforce or Pipedrive.
Why Surfe matters
- No more copy-paste Create and enrich records from LinkedIn in seconds. Data is consistent, duplicates are reduced, and notes are never lost.
- Faster prospecting, better follow-up Reps stay in their flow: add contacts, log messages, set tasks and move deals without leaving LinkedIn.
- Clean CRM, clearer reporting Field mappings, required data and dedupe keep records tidy — so pipeline and attribution stay trustworthy.
Implementation
How we help you implement Surfe
We make Surfe frictionless for reps and reliable for reporting — with guardrails that keep data clean.
2
Enable the team
Deploy the extension, roll out templates and shortcuts, and add quick actions that fit your prospecting workflow.
3
Govern & optimise
Monitor data quality, coach usage, and refine fields and automations so Surfe keeps speed high and admin low.
Timeline
What progress looks like at 30 / 60 / 90 days
30
Live, mapped and adopted
- Extension deployed; users onboarded with shortcuts and templates.
- Mandatory fields and dedupe configured; data starts clean.
- First reporting on records created from LinkedIn.
60
Speed and quality gains
- Notes/tasks standardised; message logging routine.
- Playbooks refined from usage; fewer duplicates appear.
- Outreach throughput rises with accurate contact data.
90
Measurable pipeline impact
- Cleaner attribution on opportunities sourced via LinkedIn.
- Team-wide habits embedded; admin time reduced.
- Quarterly improvement plan set (fields, templates, automations).
Principles
Remember
- Keep reps in the flow — minimise clicks and context switching.
- Protect data quality — required fields, sensible defaults and dedupe.
- Respect consent — only sync what you need and log it transparently.
Trusted tooling
We work with your stack
Certified across the platforms you already use.
HubSpot
Pipedrive
Make
Workbooks
FAQ
Questions we’re asked about Surfe
HubSpot, Salesforce and Pipedrive are supported. We configure mappings and rules for your exact setup.
Yes — messages and notes can be logged to the contact record so conversations are visible to the team.
Required fields, field validation, duplicate checks and clear ownership. We also report on data quality so it stays tidy.
No rebuilds. Surfe complements your current workflows — it simply removes manual steps between LinkedIn and your CRM.
Next step
Let’s make LinkedIn → CRM effortless
We’ll configure Surfe, roll it out to your team and keep the data clean — so reps move faster and reports stay trustworthy.