Miles walks through adding and managing notes on LinkedIn contacts that sync to HubSpot. Use templates to save time, access notes directly in LinkedIn, and keep your CRM updated without switching apps.
Hi Miles here and welcome to Surf. In this video, let me show you how to add notes directly onto your LinkedIn contact profiles and have them synced into HubSpot. Let's get started. First, open LinkedIn and go to the profile of the contact you want to add notes to. Now, there's two ways we can add the notes to this LinkedIn contact, either from the Surf Notch or directly from the Surf overlay on the LinkedIn profile itself. Both methods bring up the Surf Notes panel, which is your central hub, to seamlessly manage and add notes directly from LinkedIn. Let's go ahead and add a note directly from the LinkedIn profile. Simply click on the Create New Note button, type in your note capturing key details from your interaction and you'll notice that Surf automatically saves your note and will instantly sync this note with HubSpot, ensuring that your insights are always up to date and easily accessible. For even faster note taking, we offer pre made templates. Click to create a new note and view the pre built and customized template list, including a variety of formats tailored to common scenarios. Just select the template that best fits your needs, fill in the details, and let Surf autosave. This speeds up the process and ensures consistency in your notes. Finally, all of the notes you've saved can be viewed right here in the Notes panel. Simply scroll through the list to quickly access important information without ever having to leave LinkedIn. This feature allows you to stay focused on your prospecting while keeping all your crucial data within easy reach. If you have any questions or need any assistance, myself and the support team are here to help. Or you can also check out our Help Center. Welcome aboard and Happy surfing.
