Roadmap - SurroundR

Scroll bar overlaps dropdown UI

The scroll bar overlaps the dropdown UI, obscuring or blocking interaction with dropdown options on the Link Contact card. The dropdown layer should render above the scroll bar or the layout should reserve space so both remain usable.

Robbe Seghers

Geen SurroundR balkje

Ik zie geen SurroundR balkje meer onder het profiel van contacts die ik heb toegevoegd aan het CRM. Niet alleen bij nieuwe contacts, maar ook bij oude contacts, die al in mijn task queue zitten bijvoorbeeld.

Malak Markoum

Annuleren automatische enrichment

Enrichen van contacten annuleren omdat ik de contactgegevens al ergens anders vandaan heb. Dan kan ik ze zelf invullen. Nu moet ik eerst wachten totdat het enrichen klaar is voordat ik de gegevens kan invullen.

Jerrel den Harder

Ik heb 10 mensen toegevoegd aan het crm, en in The Arena staat er dat ik maar 3 contacts heb gecaptured.

Malak Markoum

have the links to linkedin pages open in the same tab instead of a new tab

Vreemde verschijningen

Douwe Wester

Integration: Orum

https://www.orum.com/ create an integration with Orum so that the person can call through here when using the task queue

Flag CRM duplicates on LinkedIn profile page

Georges Chitiga

Planned

Committed and queued

API

Expose the API for surroundr for programatic use by customers. This way we can trigger contact enrichment and adding to Hubspot programatically as well.

Georges Chitiga

Integration: Cognism

https://help.cognism.com/hc/en-gb/categories/33980469612946-Integrations-APIs

list export > add them to sequence

salesnav lists export > add a tag for leads when exporting

In Progress

Actively being built

Add one contact-match object for lookup and typed search

Add one contact-match object for lookup and typed search Summary Make the profile lookup return the Link finder's pre-filled name and result rows, and make typed search return the same object. The contact finder (SUR-539) and the row details (SUR-544) then render with no second call, and the lookup does not get slower. Problem Statement When a LinkedIn profile is not in the CRM, the rep needs to see whether a contact with that name already exists before pressing + Add to HubSpot. The data behind that check doesn't support it: The lookup (POST /contacts/search) returns a 404 when the URL lookup misses and nobody matches the name, so the client can't tell "searched, nothing found" apart from "never searched" The lookup and typed search (GET /contacts/search-many) use different matching (first AND last name CONTAINS_TOKEN vs full-text) and different row objects (NormalizedContactRecord vs ContactSearchPreview). The same name can show different people depending on the entry point Neither row object carries email, owner and create date, the fields reps asked for to tell similar names apart ("Suggesting wrong guy") A lookup with 5 name hits costs up to 12 HubSpot calls and about 20 DB calls, because each row loads the full contact and its company one by one. Typed search has the same per-row fan-out, run one call after another Neither path folds whitespace, so "Van Roy" never finds "Vanroy". SUR-542 requires this for all finders 🚦 Definition of Ready (Checklist) Before entering a cycle, confirm: [X] Problem statement is clear [X] Acceptance criteria are defined [X] Scope & non-goals are explicit [X] Linked to relevant context [X] Can be completed by one person in one sprint If any box is unchecked → do not pull into sprint Acceptance Criteria [ ] libs/contracts exports ContactMatch (id, firstName, lastName, title, company {id, name}, avatarUrl, linkedLinkedInProfile, crmUrl, email, owner {id, name}, createdAt) and ContactNameSearch (query, results with max 5) [ ] Given the LinkedIn URL lookup misses and a name was sent, when POST /contacts/search runs, then it returns a 200 with contact: null and nameSearch, including with 0 results [ ] GET /contacts/search-many?name= returns ContactNameSearch, built by the same findContactMatches function as the lookup, so the same name gives the same rows on both paths [ ] Given a name with accents or spaces, then the search also runs the accent-stripped and/or spaces-removed variant and merges the results without duplicates ("Kuhnert" finds "Kühnert", "Van Roy" finds "Vanroy") [ ] Given 5 name hits, then the request makes no per-row HubSpot or DB calls: one HubSpot search per variant one companies batch read one avatar batch read owner names from the cached roster [ ] Contacts dismissed with "Not this person" stay filtered out of nameSearch and candidates [ ] Given an extension below the new version, then its lookup still gets legacy candidates an

Linear

Bulk Sequence Enroll

Have a enroll in sequence button with sales navigator to enroll a list you've exported into a sequence

An Anonymous User

Enrichment notifications

"Have the email pop-up appear only once, should come above the mobile to keep the same order

Completed

591

Recently shipped

LI sync doesn't work, I receive error messages, attached.

In the last few days, I received error messages on LinkedIn.

Balázs Keszei

Linking existing contacts from LI to HubSpot not working well

Srrndr is doing a pretty good job of finding existing contacts in the CRM and giving me the option to link them. However, once I click "Link for the past two days", it either does nothing or it throws up a red error saying something about APIs not reading.

Caleb King

make the side icon smaller

make the side icon smaller or collapsable when on linkedin. it’s too big and takees up too much real estate—needs an option to reduce size plz. I’ve tried looking for a way to collapse and can’t find it

Caleb King

Salesnav > overflow vertical scroll

improve vertical scroll in the sales nav modal

Add a hover state on Sales Nav list views

when in the account view https://www.linkedin.com/sales/accounts/dashboard and https://www.linkedin.com/sales/search/company?query= we should have the same overlay if the account exists in hubspot as we do with the sales navigator leads view

i don't know how to edit the size of the injected panel in linkedin

it’s suddenly massive showing a lot of properties and it takes up too much of the linkedin. page. i can’t find the settings to change what “add’tl properties” i want shown

Caleb King

Fix side menu to collapse until Chirpy hover or panel use

Fix side menu to collapse until Chirpy hover or panel use 2 — Summary The extension's in-page side menu on LinkedIn is permanently expanded, cluttering the page. It should stay collapsed to the Chirpy icon and expand only on hover or active use. 3 — Problem Statement Users browsing LinkedIn with the SurroundR extension see the full vertical navbar menu (home, contacts, tasks, video, rewards, etc.) sticking out at all times, overlapping LinkedIn's own UI and drawing attention even when not in use. A user reported this via Featurebase ("make the side icon smaller"), and it reproduces on the LinkedIn feed. Impact not yet quantified, but it degrades the on-page experience for every extension user on every LinkedIn page. 4 — 🚦 Definition of Ready (Checklist) Before entering a cycle, confirm: [ ] Problem statement is clear [ ] Acceptance criteria are defined [ ] Scope & non-goals are explicit [ ] Linked to relevant context [ ] Can be completed by one person in one sprint If any box is unchecked → do not pull into sprint 5 — Acceptance Criteria [ ] Given a LinkedIn page with the extension active, when the user is not interacting with the side panel, then only the Chirpy icon is visible and all other menu icons are hidden [ ] Given the collapsed state, when the user hovers over the Chirpy icon, then the full side menu expands [ ] Given the expanded state, when the mouse pointer is over any part of the side panel, then the menu remains expanded [ ] Given the expanded state, when the mouse leaves both the Chirpy icon and the side panel, then the menu collapses immediately (no delay) [ ] Given any LinkedIn page type (feed, profile, company, Sales Navigator), when the page loads, then the menu initializes in the collapsed state [ ] Expand/collapse causes no layout shift or flicker in the underlying LinkedIn page If this checklist is complete, the issue is done. 6 — Scope In Scope Hover-to-expand / leave-to-collapse behavior for the in-page side menu Collapsed default state showing only the Chirpy icon Applies across all LinkedIn surfaces where the menu is injected Out of Scope Resizing or restyling the individual menu icons themselves Chirpy asset consolidation (tracked in SUR-164) Changes to menu item contents, ordering, or destinations Onboarding focus mode behavior (SUR-126) 7 — Context & Links | Type | Link / Reference | | -- | -- | | Featurebase (user feedback) | https://feedback.surroundr.io/p/make-the-side-icon-smaller | | Granola (call notes) | N/A | | PRD / Project | Extension 3.0 | | Incident | N/A | | Design | extension-3_7.html — github.com/SurroundR/wireframes (main) | | Technical Decision Record | N/A | 8 — Implementation Notes shadcn/ui + Tailwind; no custom CSS approaches Collapse on mouse-leave is immediate — no timeout/delay logic Screenshot of the always-expanded state on the LinkedIn feed must be attached manually in the Linear UI (programmatic upload is blocked)

Linear

Fix onboarding pop-ups and flow

First pop-up once arriving on linkedin 2 options, I'm in the CRM or not Should recognize that I’m in the CRM and give the points or make people push the enrich button or the view in HubSpot button Now we need to go to a seperate profile to continue the onboarding flow here

Linear

Setting, toggle to not enrich personal emails

Create a setting where personal emails are excluded from the enrichment If the person only has a personal email that is enricheable then give the option to push it to HubSpot or not with a pop-up

Injection panel not showing in 1 specific account

Doesn’t show itself in Ben’s profile here It shows itself in all the others except for Ben’s

Cancelled

Closed or declined

CRM push => connection request workflow

Make it so we can mass export and mass send connection requests from one action Video: https://app.surroundr.io/v/9761632f-cde4-4fff-813c-f9ad15b2595d

An Anonymous User