Surfe

Connect Trigify to Surfe to bridge your LinkedIn activity with your CRM. Surfe is a LinkedIn CRM bridge that syncs contacts, notes, and data between LinkedIn and your CRM, and Trigify supercharges it with automated social signal data.

Why Use the Surfe Integration?

Surfe sits on top of LinkedIn and syncs data to your CRM. When you add Trigify to the mix, you can automatically push enriched leads from social listening workflows into Surfe, which then syncs them to your CRM. It is the fastest path from "someone posted something interesting" to "they are in my CRM with full context."

How to Connect Surfe

Available Actions

Action	Description
Add Contacts	Add a new contact to Surfe from Trigify enrichment data
Update Contacts	Update an existing Surfe contact with fresh data
Add to Lists	Add a contact to a specific Surfe list for segmentation
Sync Data	Trigger a data sync between Surfe and your connected CRM

Field Mapping

Trigify Variable          Surfe Field────────────────────────────────────firstName                 First NamelastName                  Last Nameemail                     EmaillinkedinUrl               LinkedIn URLjobTitle                  Job TitlecompanyName               Companyphone                     Phone Number

Example Workflow

Pro Tips

Pro tip: Use Surfe lists to segment leads by signal type. Create lists like "Competitor Mentions," "Hiring Signals," and "Product Interest" so your sales team knows exactly why each lead was added.

Pro tip: Surfe syncs data bidirectionally with your CRM, so any updates made in Surfe will also appear in HubSpot, Salesforce, or whichever CRM you have connected.