Faster extension, a smarter CRM index and the updated HubSpot Marketplace app
This release is all about speed in the extension. SurroundR now keeps its own index of your HubSpot contacts and companies, so LinkedIn profiles load faster and new contacts are saved in a fraction of the time. To get there, admins connect our updated HubSpot Marketplace app from the new Integrations page.
A faster extension, powered by the CRM index
Until now, every LinkedIn profile you opened meant a round trip to HubSpot. SurroundR now indexes your HubSpot contacts and companies and keeps that index up to date as things change in HubSpot. What you notice in the extension:
Profiles load faster. Whether someone is already in your CRM is answered from the index, right when the profile opens.
Adding and linking contacts is much quicker. SurroundR saves the contact straight away and sends it to HubSpot within seconds, so you are not waiting on HubSpot.
Search results and Sales Navigator lists pick up who is already in your CRM faster and more reliably.
The index only starts once your HubSpot portal is connected through the updated HubSpot Marketplace app (see below).
For admins: connect the updated HubSpot Marketplace app on the new Integrations page
Account admins now have Settings → Integrations. It shows in one place whether HubSpot is connected, which features your HubSpot permissions unlock and how far the CRM index has got. Connecting the updated HubSpot Marketplace app here is what turns on the CRM index, and with it the faster extension.
Connected
Everything is on: every feature shows Active and the CRM index is Answering lookups.
Connected, first index still running
Right after you connect, SurroundR indexes your contacts and companies for the first time. Until that finishes, the index shows Not answering lookups yet and lookups go to HubSpot as before. You don't need to do anything.
Connected, a permission is missing
If a feature shows Needs permission, click Reconnect HubSpot and approve what HubSpot asks for. Not available means your HubSpot subscription doesn't include that feature (for example sequences), so there is nothing to fix in SurroundR.
Not connected
The page shows what you get once HubSpot is connected. Click Connect HubSpot and approve SurroundR in the HubSpot window.
New admins going through onboarding who choose I'm an admin now land on this page too.
A reminder on Home
When HubSpot isn't connected, or a feature is missing a permission, a short banner on Home points admins to Integrations.
Team members who aren't admins only see it when HubSpot isn't connected, with a note to ask an admin.
Meeting links in LinkedIn messages
There is a new meeting links button in the footer of the LinkedIn message box. Click it and pick one of your HubSpot meeting links to drop it into your message, without leaving LinkedIn. Your admin needs the Meeting links feature on in Settings → Integrations.
Cognism as an enrichment provider
Cognism joins the enrichment providers for finding emails and phone numbers. Already a Cognism customer? Add your own Cognism API key in the enrichment provider settings, so lookups run on your own Cognism plan.
Tell us when an email or phone number is wrong
Give a found email or phone number a thumbs down and SurroundR looks for a better one.
If it finds a replacement, the wrong value is replaced, in SurroundR and in HubSpot.
If it doesn't, you choose: keep the value, or delete it. Delete also clears it in HubSpot.
The extension also shows each enrichment more clearly from start to finish, including what was found, what you already had and what came up empty.
Sales Navigator highlights
Highlights on Sales Navigator search results and lead lists are more stable while you browse, and the employee hover cards now show the employee count.