Philip Poppe

Roles, invites, access and credits for your workspace.

Team and billing

Admin against User, what each can reach, inviting by email or by workspace link, and managing members.

Your team: roles, invites and access

Timy Van Roy

Install SurroundR, connect your HubSpot account, and configure your setup so your team can start prospecting from LinkedIn.

Getting Started

Install SurroundR from the HubSpot App Marketplace to connect your CRM and create your SurroundR account in one step.

How do I connect SurroundR with HubSpot?

Set up field mapping between LinkedIn and HubSpot, configure default values, and create reusable message templates.

How do I configure SurroundR?

Enrich LinkedIn profiles into HubSpot, send personalized video messages and LinkedIn DMs to prospects, and track team activity from the dashboard.

How do I use SurroundR to enrich contacts and send messages?

Install the SurroundR app, authorize your HubSpot account, and set up the Chrome Extension in under 5 minutes.

How do I install SurroundR and connect it to HubSpot?

Recording, sharing and organising short screen-and-voice videos for your prospects.

Chirps

Record a short screen-and-voice video for one prospect, from a LinkedIn profile or the web app, and what happens to it after you stop.

What is a Chirp and how do I record one?

Share to a CRM contact, paste an animated preview into a LinkedIn message, and read the view and completion figures that come back.

Sharing a Chirp and seeing who watched it

Search, outcome filters, account-wide folders, bulk actions, and who is allowed to rename or delete a Chirp.

Finding and organising Chirps

Scores, tiers, streaks, leaderboards and challenges.

Arena

Duel a comparable teammate on meetings, replies, conversation days or reply rate, and what each side can see.

Challenges: going head to head

How the operator score is built from input and output points, how tiers are earned on booked meetings, and exactly who can see what.

The Arena: your score, your tier and the leaderboards

The first-five ramp, the daily contacts and Chirps targets, how bonus days cover a missed day, and what hatching unlocks.

Streaks: daily reps, multipliers and hatching

The SurroundR panel on profiles, messages and Sales Navigator.

Working on LinkedIn

Conversation sync and its per-contact toggle, group chats, lead and account pages, seeing who is already in your CRM in a list, and bulk export.

SurroundR in LinkedIn messages and Sales Navigator

A tour of the panel: where it appears, the Contact, Company and Deals tabs, the action rail, collapsing it, and what a dashed control means.

The SurroundR panel on LinkedIn: what everything does

Add against link, picking the right role when someone has several, pushing an update, linking companies, and curating the properties the panel shows.

Adding, linking and updating contacts from LinkedIn

Finding work emails and mobile numbers, what lookups cost, and using your own provider keys.

Enrichment and credits

Add an API key for a provider you already pay for so lookups use your provider credits instead of SurroundR credits, and set the order they run in.

Use your own enrichment provider keys

How SurroundR finds a work email and mobile number for a LinkedIn profile, what each lookup costs, and the settings that control it.

What is enrichment, and what does it cost in credits?

Manage feature flags, field mapping, default values, and message templates to control how SurroundR works for your team.

Settings

Build reusable templates for LinkedIn DMs and InMails so your team sends consistent, personalized outreach at scale.

How do I create and manage message templates in SurroundR?

The two tabs on the General settings page, what each switch does, which ones affect your whole team, and which ones spend credits.

What can I change in Settings?

Control how LinkedIn profile data maps to HubSpot contact and company properties when enriching prospects.

How does field mapping work in SurroundR?

Define fallback values for CRM fields so contacts, companies, and tasks are always created with consistent data — even when LinkedIn profiles have gaps.

How do I set default values in SurroundR?

Answers to common questions about security, data privacy, billing, and how SurroundR handles your CRM data.

F.A.Q.

How SurroundR protects your data across authentication, encryption, CRM integration, and infrastructure — from browser to database.

How does SurroundR handle security and data privacy?

The plain-English answer: what SurroundR asks HubSpot for, what it keeps, what it writes back, and what happens when you delete a contact.

Is my data safe with SurroundR?

Fix common issues with sequence enrollment, data syncing, and Chrome extension behavior.

Troubleshooting

Common reasons why a contact can't be enrolled in a HubSpot sequence from SurroundR, and how to fix each one.

Why is my HubSpot sequence enrollment failing?

Wrong contact showing on a LinkedIn profile? Here's how to relink it

Every message enrichment can show you, what it means, and how to fix it, from a filtered personal address to a duplicate email HubSpot refuses.