What You’ll See
CRM Filter introduces two visual changes to BenefitFlow: CRM badges on contact cards — A small badge appears on any contact card when that person already exists in your connected CRM. You can spot who’s been added at a glance without opening individual records.
How to Use CRM Filter
Verify your CRM connection
Go to Settings > Integrations and confirm your CRM is connected and the CRM Filter preference is enabled.
Navigate to your contacts
Open the Contacts page from the main navigation. CRM badges appear automatically on any contact that matches a record in your CRM — no extra setup required.
How It Works
| Feature | Details |
|---|---|
| Matching Logic | Contacts are matched by email address. Employers are matched by website URL. |
| Sync Frequency | Contacts synced through Lists update almost immediately. All other CRM data refreshes automatically within a few hours. |
| Supported CRMs | Salesforce, HubSpot, Microsoft Dynamics 365 |
| Where It Appears | Contacts page and employer profile contact lists |
Use Cases
| Goal | How CRM Filter Helps |
|---|---|
| Find net-new prospects | Filter to Not in CRM to see contacts your team hasn’t added yet — no more guessing who’s new |
| Avoid duplicate outreach | Filter to In CRM to check which contacts are already being worked before reaching out |
| Fill gaps at key accounts | Visit an employer profile, then filter contacts to Not in CRM to find additional decision-makers to add |
FAQ
Do I need to be an admin to use CRM Filter?
Do I need to be an admin to use CRM Filter?
No. Any user can see CRM badges and use the filter once an admin has connected a CRM integration and enabled CRM Filter in Settings.
How often does CRM data refresh?
How often does CRM data refresh?
It depends on how the contact was synced:
- Contacts synced through Lists — CRM badges appear almost immediately after syncing.
- All other contacts — BenefitFlow periodically checks your CRM for changes. Badges typically appear within a few hours.
Why don't I see badges on some contacts?
Why don't I see badges on some contacts?
Badges only appear when BenefitFlow can match a contact to a record in your CRM by email address. If the contact’s email in BenefitFlow doesn’t match any email in your CRM, no badge will show.
Which pages show CRM badges?
Which pages show CRM badges?
CRM badges appear on the Contacts page and on contact lists within employer profiles.
Does this work with all supported CRMs?
Does this work with all supported CRMs?
Yes. CRM Filter works with Salesforce, HubSpot, and Microsoft Dynamics 365. The experience is the same regardless of which CRM you use.