Surfe Platform Help
Surfe (formerly Leadjet) is a LinkedIn-to-CRM Chrome extension plus a waterfall enrichment API. It pushes LinkedIn/Sales Navigator contacts into HubSpot, Salesforce, Pipedrive, or Copper and finds verified emails and mobiles across 15+ providers.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask only what you still need:
- What are you trying to do?
- A) Push LinkedIn/Sales Navigator contacts into a CRM
- B) Enrich a batch of people/companies via the API
- C) Debug the Chrome extension (not pulling data, not syncing)
- D) Wire up webhooks or troubleshoot signature verification
- E) Understand credits/pricing or compare Surfe vs alternatives - CRM in play? HubSpot / Salesforce / Pipedrive / Copper / Google Sheets / none
- Surface? Chrome extension (in-session) or REST API (background/bulk)
Skip-ahead rule: if the prompt already says what they need, go straight to Step 2/3.
Step 2 — Route or answer directly
| If the user wants… | Route to |
|---|---|
| Enrichment strategy across many providers/tools | /sales-enrich {question} |
| Build a prospect list from scratch | /sales-prospect-list {question} |
| CRM data hygiene / dedup before enriching | /sales-data-hygiene {question} |
| Interpreting buying / job-change signals | /sales-intent {question} |
| Designing the outreach sequence after enrichment | /sales-cadence {question} |
| Choosing a CRM | /sales-crm-selection {question} |
When routing, give the exact command, e.g.: "This is a cross-tool enrichment question — run: /sales-enrich how do I waterfall-enrich 5k leads cheaply". Anything Surfe-specific, answer here.
Step 3 — Surfe platform reference
Read references/platform-guide.md for the full reference — capabilities and automation surface, pricing/credit gates, data model (JSON shapes), and quick-start API recipes. Read references/surfe-api-reference.md for verbatim endpoint docs (auth, enrich/search endpoints, webhooks with HMAC verification, credits).
Answer using only the relevant section — don't dump the whole guide.
Step 4 — Actionable guidance
- Credits run out fast? Remember Surfe credits are billed per year, not per month, across 3 separate pools (email/mobile/search). Reveal mobiles only for must-call contacts; set
skipMobileEnrichmentIfNoEmailFound: true; pollGET /v1/creditsbefore big batches. - "Surfe can't bulk-enrich"? The extension enriches in-session only; the API does background bulk (≤10,000 people / ≤500 companies per job). Point API-capable users there.
- Need data in the CRM? The public REST API returns enriched data but does not write to your CRM — use the native extension/connector, or pipe the API result into the CRM's own API and map by
externalID. - Webhooks > polling for async jobs; verify
x-surfe-signaturebefore trusting any payload.
If you discover a gotcha or workaround not in references/learnings.md, append it there with today's date.
Gotchas
Best-effort from research (2026-06) — review these, especially plan-gated features and integration details that may be outdated.
- Credits are annual, not monthly. Essential's "150 email credits/year" is ~12/month — easy to exhaust in two weeks. Budget against the annual number.
- Three separate credit pools (email, mobile, search) — running out of one doesn't free up another.
- Extension is in-session only. No background bulk enrichment from the extension; that's API-only.
- API never writes to the CRM. Enrichment is read-only data out; CRM writes go through the extension/connector.
- Niche CRMs unsupported — only HubSpot, Salesforce, Pipedrive, Copper (+ Google Sheets).
- Per-seat pricing scales up quickly for teams.
- Enrichment is async: a start call returns an
enrichmentID; results come from theGET .../enrich/{id}endpoint or the webhook.
Related skills
/sales-enrich— Cross-tool contact/company enrichment strategy, waterfall and credit optimization/sales-prospect-list— Build the prospect list before enriching/sales-data-hygiene— Dedupe and clean CRM records (do this before enriching)/sales-intent— Act on job-change and buying signals/sales-cadence— Sequence the enriched contacts/sales-crm-selection— Pick the CRM Surfe should sync into/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do -a claude-code
Examples
Example 1: Credits vanishing
User: "My Surfe email credits are already gone and it's only the 10th — what's going on?"
Skill: Explains Surfe credits are an annual quota (not monthly) split into email/mobile/search pools; shows how to check the balance via GET /v1/credits, recommends skipMobileEnrichmentIfNoEmailFound, revealing mobiles only for must-call contacts, and weighing a higher tier or a higher-credit alternative.
Example 2 (developer/automation): Bulk-enrich via the API with a webhook
User: "How do I enrich 3,000 leads with Surfe in the background and get notified when each batch is done?"
Skill: Walks through POST /v2/people/enrich (Bearer auth, include/people arrays, externalID mapping, ≤10,000/job), capturing the returned enrichmentID, setting notificationOptions.webhookUrl, handling the person.batch-enrichment.completed event, and verifying the x-surfe-signature HMAC-SHA256 header before trusting the payload.
Example 3: Contacts not landing in HubSpot
User: "I enriched a list with the Surfe API but nothing shows up in HubSpot."
Skill: Clarifies the public API returns enriched data but doesn't write to the CRM; CRM sync happens through the extension/native connector. Recommends using the extension for sync, or piping API results into HubSpot's API keyed on externalID.
Troubleshooting
Enrichment credits drain unexpectedly
Cause: Credits are an annual allocation across 3 pools, and mobile reveals are pricier than email.
Fix: Check GET /v1/credits; set skipMobileEnrichmentIfNoEmailFound: true; reveal mobiles only for prioritized contacts; gate large jobs on remaining totalEmail/totalMobile.
Chrome extension won't pull data on a LinkedIn profile
Cause: Extension works in-session and depends on an active LinkedIn session/login; it can't bulk-enrich in the background.
Fix: Reload the LinkedIn tab and re-auth the extension; for background/bulk work, switch to the REST API (POST /v2/people/enrich).
Webhook signature verification keeps failing
Cause: Signing the wrong string, or missing the webhook secret.
Fix: Sign exactly "{timestamp}.{raw_request_body}" with HMAC-SHA256 using the webhook secret (retrievable from API settings after the first webhook fires), compare to the v0= value in x-surfe-signature, and reject stale timestamps.
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