The goal is to streamline outreach by enriching LinkedIn/Sales Navigator contacts with validated data, syncing communications, and pushing clean records into HubSpot for efficient prospecting.
1️⃣ Install & Set Up Surfe
- Install Surfe from the Chrome Web Store (blue icon, 4th result when searching “Surfe”)
- Keep HubSpot open during setup for automatic connection
- Pin the extension to your browser toolbar for quick access
- Check the side panel for available credits (email finder, mobile finder)
2️⃣ Enrich Contacts Before Adding to HubSpot
- Use the two-step enrichment process:
- Option A: Verify email/phone first
- Option B: Push directly to HubSpot (auto-enrichment)
- ✅ Only validated emails are added to HubSpot → ensures clean data
- ℹ️ Notes:
- 1 email credit is used per attempt (success or not)
- Mobile credits are only consumed if a number is found
3️⃣ Export Prospects from Sales Navigator
- Select up to 25 prospects in Sales Navigator → bulk export to HubSpot
- Surfe auto-enriches and tracks export progress
- List names from Sales Navigator can be mapped to HubSpot properties → filtering & automated list creation
4️⃣ Sync LinkedIn Messages to HubSpot
- Use one-click sync to log LinkedIn/Sales Navigator conversations into HubSpot records
- First sync pulls the last 25 messages
- New messages sync only while viewing the contact (not in the background)
- Conversations are organized by day blocks in HubSpot’s timeline
5️⃣ Use Templates for Messaging
- Create personalized templates with variables (first name, company, position)
- Organize templates by territory, campaign, or prospect type
- Deploy into LinkedIn messages with one click
6️⃣ Advanced Search & Lookalike Features
- Use Find Similar Profiles to expand prospects (limited credits per week)
- Run company lookalike searches to identify similar organizations and roles
- Save results to Surfe lists → enrich & export to HubSpot
7️⃣ Enroll Prospects into HubSpot Sequences
- After enrichment, push prospects directly into HubSpot sequences from LinkedIn
- Requires initial super admin permissions for setup
- Enrollment is individual only (no bulk enrollment yet)
8️⃣ Stay Updated on Interface Changes
- Surfe is migrating from LinkedIn overlay → dedicated side panel
- Blue highlights for existing HubSpot contacts remain visible in the panel
✅ Best Practices
- Always validate emails before outreach → protects data integrity
- Use list-based workflows in Sales Navigator for efficient bulk exports
- Regularly organize templates for faster personalization
- Check HubSpot activity filters to ensure LinkedIn messages are visible
- Manage credits carefully → save enrichment for high-value prospects
🎯 Outcome
By using Surfe with this workflow, you’ll ensure clean data, efficient prospecting, and seamless LinkedIn-to-HubSpot integration — turning prospect lists into actionable outreach campaigns.