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How to send LinkedIn leads to CRM and outreach in seconds

How to sign more deals for your clients and grow your outreach agency

When done right, cold outreach helps agencies boost clients’ revenue and close more deals for their business.

Still, many agencies doing cold outreach struggle to:

→ find people interested in clients’ products/services,

→ craft engaging campaigns that generate replies,

→ constantly switch between different clients’ accounts,

→ pay for multiple expensive 3rd-party tools.

To help you, we just launched an outreach playbook that guides agencies to signing more deals! 💪

Whether you’re a well-established agency or have just started, you’ll get:

✅ How to find, contact, and convert verified leads in 1 place

✅ Tips from 400M+ successful outreach campaigns

✅ How to simplify complex campaigns management with lemlist

Bonus 🎁: 200+ proven outreach templates to duplicate today and grow your and your clients’ businesses!

Send LinkedIn leads to CRM and outreach in seconds

LinkedIn allows you to pinpoint prospects by industry, company size, job role, and other specific criteria, making prospecting more targeted and efficient.

However, finding leads on LinkedIn and manually adding them to CRM takes too much time, even before reaching out to them...

Thanks to Surfe x lemlist integration, you can add LinkedIn leads to your CRM and reach out to them in just a few clicks! 👇


Step 1: Install the Surfe Chrome extension

Step 2: Log into your CRM

Step 3: Go to your lead's LinkedIn profile

Step 4: Use Surfe extension to ‘Add as Contact’ or ‘Add as Deal’

P.S. If you’re looking for a quicker way, you can add LinkedIn contacts to your CRM in bulk 👇

Let’s say you’re targeting founders of tech companies in Paris, France.

Step 1: Go to Sales Navigator’s search

Step 2: Set filters to create your list of relevant leads

Step 3: Go to "Leads" and select the ones you want to export. Or "Select All" in the menu above the list.

Step 4: Click Surfe’s Export to CRM button

Once you have a list of potential buyers that can benefit from your offer, it’s time to reach out to them.

One of the easiest ways to reach out to your freshly exported LinkedIn leads is to use a lemlist, an all-in-one outreach solution👇

Step 1: Log into your lemlist account or get a 14-day free trial

Step 2: Choose to create a new campaign.

You can do it manually or utilize the power lemlist's AI to automatically create a fully personalized multichannel sequence.

Need help writing campaigns that resonate with your target audience and push actions? Check out our cold outreach templates database and duplicate campaigns in seconds!

Step 3: It’s time to add your leads list! Thanks to its integration with the most popular CRMs, you can add leads collected by Surfe to lemlist, in just a few clicks.

Step 4: Review your campaigns’ settings for launch, and start booking 30+ meetings a week!

For a more detailed guide, check out our complete process breakdown on this link 👇

Tips to avoid your emails landing in the spam folder in 2024

One of the crucial steps to successful cold outreach? Keeping your email deliverability high!

Email deliverability is the ability to avoid spam folder, and deliver emails right into your target's primary inbox.

If you want to build a good domain reputation and keep your email deliverability high, you have to warm up your email address.

Email warm-up (also known as IP warming) is a process that involves a gradual increase in your email sending volume. A warmed-up address is an address that has been sending and receiving messages regularly.

But how to warm up your emails without spending hours manually sending them? How do you hit 80%+ open rates on your emails?

Get all answers in this video 👇

Take care,

G and the team

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