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Integrations

Pipedrive integration with Surfe

Surfe integration with Pipedrive: capture, sync and enrich Linkedin contacts for Pipedrive
Pipedrive / Pipedrive Integrations / Surfe
Surfe

Surfe is a customer relationship management tool that integrates LinkedIn with CRM platforms, allowing companies to synchronize and automate the management of contacts and sales opportunities.

Designed for sales and business development teams, Surfe makes it easy to capture and update data directly from LinkedIn, optimizing workflow and accuracy in information management.

Pipedrive integration with Surf by Imanta
Pipedrive integration with Surf by Imanta

The platform integrates seamlessly with sPipedrive, enabling companies to centralize customer information and improve operational efficiency. In addition, Surfe offers features such asautomatic data synchronization and real-time updating, enabling sales teams to stay up to date and make more informed decisions.

Linkedin-and-Surf-integration-with-Pipedrive by Imanta

Free trial. Versions of 0 €, 29 € and 59 € per month billed annually.
Automatización de tareas

On integration

01 Why do we like it?

At Imanta, we like Surfe because it is a tool that transforms the management of our business relationships, allowing us to operate in a more agile and efficient way by integrating LinkedIn with our CRM. Here are some specific points that have convinced us:

  1. Seamless Integration: Surfe connects seamlessly with Pipedrive, centralizing all contact and lead data in one place. This helps us avoid duplication of information and keep all data up to date and accurate.
  2. Automatic Synchronization: Surfe’s ability to automatically synchronize data from LinkedIn saves us time and reduces the risk of errors, allowing us to focus on what really matters: building strong relationships with our customers.
  3. Efficient Data Capture: With Surfe, we can capture and update contact information directly from LinkedIn with a single click, which greatly facilitates the prospecting process and ensures that no opportunity slips through the cracks.
  4. Scalability: Surfe adapts to our needs as we grow, allowing us to scale smoothly, which is crucial to maintain our competitiveness in an ever-changing market.
  5. Advanced Functionality: Real-time updating and the ability to manage multiple accounts and contacts at once gives us full control over our business relationships, ensuring that we are always up to date and that no important interaction is overlooked.
  6. Security and Compliance: Surfe complies with data protection regulations, which gives us peace of mind knowing that our customers’ information is secure and that our operations comply with current legislation.

In short, Surfe not only improves our efficiency in contact management, but also allows us to offer a more personalized service tailored to our clients’ needs, keeping us at the forefront in a competitive business environment.

Linkedin-and-Surf-integration-with-Pipedrive by Imanta

02 When do we recommend it?

At Imanta, we recommend Surfe to companies looking to optimize their customer relationship management, especially those that want to integrate LinkedIn with their CRM to centralize and automate processes in sales and business development teams.

Surfe is ideal for companies of all sizes, from growth stage startups to medium and large organizations that manage a significant volume of prospects and customers.

We recommend Surfe for:

  • Sales and Business Development Teams: Companies that need to manage and update contact data directly from LinkedIn will benefit greatly from the automatic integration and synchronization offered by Surfe.
  • Companies Seeking Automation: If a company needs to automate contact updates and data synchronization between LinkedIn and its CRM, Surfe offers tools that simplify these processes, allowing teams to focus on more strategic activities.
  • Organizations that Need Robust Integrations: Surfe is ideal for companies that already use CRMs such as Salesforce, HubSpot or Pipedrive, as the platform integrates seamlessly with these tools, ensuring a smooth and efficient experience.
  • Growing Companies: For growing companies that need a scalable platform, Surfe offers a flexible solution that adapts to your needs as team size and contact management complexity increases.

In terms of budget, Surfe offers options adaptable to different sizes and needs, starting with a free version, one for €29 and the top of the range for €59:

  • Startups and Small Businesses: Surfe offers a basic plan that allows small businesses to start benefiting from LinkedIn-CRM integration with an affordable investment.
  • Mid-Size Companies: For organizations with larger sales teams, Surfe’s standard plans provide a balance between cost and functionality, with competitive pricing for most budgets.
  • Large Companies or Companies with Specific Needs: Surfe also offers advanced plans with customized pricing, ideal for companies that require specific functionalities, priority support, and customization according to their particular needs.

In summary, we recommend Surfe to companies that value efficiency, automation and the ability to seamlessly integrate LinkedIn with their CRM, allowing them to scale their business operations without losing quality in customer relationship management. It is a solution suitable for a wide range of budgets and business needs.

03 Main functionalities

Among the many features of Surfe, we highlight these 10:

  1. Direct LinkedIn Integration: Surfe allows you to extract and synchronize contact data directly from LinkedIn to your CRM, centralizing all customer and prospect information in one place.
  2. Automatic Data Update: The platform automatically synchronizes contact data between LinkedIn and the CRM, ensuring that information is always up to date without the need for manual intervention.
  3. Quick Data Capture: With a single click, you can capture key information from LinkedIn profiles and instantly add it to your CRM, making it easy to manage prospects and customers.
  4. Efficient Contact Management: Surfe allows you to manage multiple accounts and contacts from LinkedIn, ensuring that all relevant interactions are recorded in your CRM.
  5. Real-Time Synchronization: Changes in contact information are immediately reflected in the CRM, ensuring that your team always has access to the latest data.
  6. CRM integrations: Surfe integrates seamlessly with popular CRMs such as Salesforce, HubSpot and Pipedrive, allowing for a smooth and efficient user experience. We have Surfe integrated with Salesforce and the synchronization is seamless.
  7. Workflow Automation: Surfe automates repetitive tasks such as data updates and contact management, freeing up time for teams to focus on more strategic tasks.
  8. Support for Multilingual Teams: The platform supports multiple languages, which facilitates its use in international teams and enhances global collaboration.
  9. Secure Access and Compliance: Surfe complies with data protection regulations, such as GDPR, and offers advanced security measures to protect sensitive customer information.
  10. Ease of Use and Configuration: Surfe’s intuitive user interface and easy setup allow teams to get up and running quickly without extensive training.

These features make Surfe a powerful tool for companies looking to improve efficiency in customer relationship management, automate processes and ensure that every interaction with prospects and customers is well documented and optimized.

04 Alternatives

There are some alternatives to Surfe, among which we highlight:

  • Leadjet
    Main functionalities:
    • Capture contact data from LinkedIn directly into your CRM.
    • Automatic synchronization of messages and notes from LinkedIn to CRM.
    • Native integration with platforms such as Salesforce, HubSpot, and Pipedrive.

Main difference with Surfe: Leadjet stands out for its focus on synchronizing LinkedIn messages and notes, ideal for companies that prioritize detailed tracking of conversations within their CRM.

  • Lusha
    Main functionalities:

    • Enrichment of LinkedIn profiles with additional contact data such as email and phone number.
    • Search for contacts and companies with its own database.
    • Integration with CRMs such as Salesforce and HubSpot.

Main difference with Surfe: Lusha focuses on contact data enrichment, making it ideal for companies that need quick access to verified contact information for prospecting.

  • Zopto
    Main functionalities:

    • Automation of LinkedIn outreach campaigns to generate leads.
    • Advanced audience segmentation and message personalization.
    • Integration with CRMs and other sales automation tools.

Main difference with Surfe: Zopto stands out for its ability to automate prospecting campaigns on LinkedIn, making it a robust solution for companies looking to scale their lead generation efforts.

  • Dux-Soup
    Main functionalities:

    • Automation of LinkedIn profile visits, sending messages and connection requests.
    • Capture contact data directly from LinkedIn to CRM or Excel.
    • Segmentation and interaction tracking tools.

Main difference with Surfe: Dux-Soup focuses on automating interaction on LinkedIn, ideal for companies that want to automate repetitive prospecting and connection tasks on the social network.

These alternatives to Surfe offer various functionalities that may be suitable depending on the specific needs of each company in terms of contact management and process automation in LinkedIn.

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

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