Tool review & tips

Surfe

Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.

Surfe

What it does in 1 sentence

Surfe connects your LinkedIn account to your CRM, so you can capture, enrich, and sync contacts and messages without leaving the LinkedIn interface.

Surfe
Overview

Overview of

Surfe

You will love this tool when

You live on LinkedIn and hate updating your CRM manually. Surfe saves clicks, enriches profiles automatically, and lets you push leads to HubSpot or Salesforce in one move.

Ideal for

Ideal for B2B marketers, SDRs and consultants who prospect on LinkedIn daily and want to push leads into HubSpot, Salesforce or Pipedrive without breaking their flow.

Pricing

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Annual pricing

348

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Monthly starting at

29

Use cases

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Add a new lead from their LinkedIn profile

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Enrich leads with data from multiple sources

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Use templates for LinkedIn messages

Tools

Alternatives for

Surfe

Looking for other options? These are tools I've personally used with clients or tested extensively. Some might better suit your budget, tech stack, or team size. Consider this a shortlist if you need alternatives.

Outreach automation
Lemlist
Tool

Lemlist

Cold email platform with warm up, sequencing and tracking, designed to keep domains healthy while booking meetings.

Automation tools

How to automate with

Surfe

Tools like Zapier, n8n and Make.com are incredibly powerful, but they can feel overwhelming when you’re just getting started. Since you can connect almost anything, it’s hard to know where to begin.

Read my guide on automation
Zapier
Tool

Zapier

No code automation that connects apps and moves data, great for quick wins and alerts that save time.

n8n
Tool

n8n

Open source automation with nodes and self hosting, ideal when you need flexibility and privacy with strong workflows.

Make
Tool

Make

Visual automation platform that connects tools and moves data with control and scheduling.

What to consider

Considerations before you buy

Surfe

Learn the tool

Ultimate guide to using

Surfe

My personal notes on how to use this tool.

My personal review

My review of

Surfe

Playbooks

Surfe

is part of

Outreach automation

This tool is part of tactical playbooks that walk you through every stage of this engine. Read the full guides to learn how to implement the framework, set up your infrastructure, and execute the tactics that drive results.

See all playbooks
Playbook

Outreach automation

Pick a prospecting method and tidy data. Warm domains, protect deliverability, build short email and LinkedIn sequences, and route positive replies to the right owner with tasks in the CRM.

See playbook
Outreach automation
Growth wiki

Growth concepts explained in simple language

Key concepts and frameworks explained clearly. Quick reference when you need to understand a term, refresh your knowledge, or share with your team.

See entire growth wiki
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Referral marketing

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Topic

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Playbook

Turn satisfied customers into active promoters who systematically bring qualified prospects into your pipeline at near-zero acquisition cost.

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UTMs

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Topic

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Playbook

Track campaign performance precisely by appending parameters to URLs that identify traffic sources, mediums, and campaigns in your analytics.

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Inbound Marketing

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Topic

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Playbook

Attract prospects through valuable content that solves real problems, building trust and generating qualified leads who approach you.

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Engagement rate

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Topic

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Playbook

Measure the percentage of visits where users actively engage, filtering out passive bounces to assess true content quality.

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Paid social advertising

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Topic

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Playbook

Target prospects based on demographic, firmographic, and behavioural data, interrupting their social feeds with relevant offers and content.

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Pirate metrics

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Topic

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Playbook

Track your user journey through Acquisition, Activation, Retention, Referral, and Revenue to identify which stage constrains growth most.

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Product-market fit

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Topic

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Playbook

Achieve the state where your product solves a genuine, urgent problem for a defined market that's willing to pay and actively pulling your solution in.

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Stages of awareness

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Topic

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Playbook

Match your messaging to prospects' current awareness level—from problem-unaware to solution-aware—to speak directly to their mental state.

Course

Why most B2B marketers don't get the results they want

Most B2B marketers are either Random Ricks (trying everything) or Specialist Steves (obsessed with one channel). Generalists run tactics without strategy. Specialists hit channel ceilings. But there's a better way.

See entire course
Random Rick
Always-busy marketer

Tries everything at once. Posts on LinkedIn, runs ads, tweaks the website, chases referrals. Nothing compounds because nothing's consistent. Growth feels chaotic.

Specialist Steve
Single channel specialist

Obsessed with one tactic. 'We just need better ads' or 'SEO will fix everything.' Ignores the rest of the system. One strong engine can't carry a broken machine.

Solid Sarah
Full-funnel marketer

Finds the bottleneck. Fixes that first. Then moves to the next weakest link. Builds a system that's predictable, measurable and doesn't need 80-hour weeks.

Start for free

Sarah grows faster than Rick and Steve. Want to know how Solid Sarah does it?

Learn how she diagnoses bottlenecks, orchestrates the four engines, and drives predictable growth. Choose if you want to read or watch:

See full course
7-day mini-course in your inbox

Learn the system by email

Get practical frameworks delivered daily. Seven short emails explain how Sarah diagnoses bottlenecks, orchestrates the four engines, and builds systems that compound.

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Watch module 1 for free

See the course in action

Free 45-minute video module from the full course. Watch how to diagnose your growth bottleneck and see exactly what the course platform looks like.

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Surfe
Tool

Surfe

Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.