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CRM Filter adds CRM awareness to your prospecting. Once an admin connects Salesforce, HubSpot, or Microsoft Dynamics, a CRM Status filter appears on your employer and contact searches, and a badge marks any employer or contact already in your CRM. Focus on net-new accounts and people, or check what’s already being worked, without leaving BenefitFlow.
CRM Filter works on Employer search and contact searches: Broker Contacts and Employer Contacts, plus the Contacts tab on broker and employer profiles. It is not yet available on Broker (company) search.

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What You’ll See

CRM Status filter — A dropdown at the top of your employer or contact results lets you switch between All, In CRM, and Not in CRM. It’s a filter in its own right: combine it with your other filters (industry, role, location, and so on) to target exactly the records you want.
CRM Status dropdown on the Employers search, showing All, In CRM, and Not in CRM
CRM badge — A small cloud badge marks any employer or contact that already exists in your connected CRM, so you can spot what’s already been added at a glance. The badge links straight to the record in your CRM.
Search filtered to In CRM, with cloud badges linking synced records to the CRM

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How to Use CRM Filter

1

Verify your CRM connection

Go to Settings > Integrations and confirm your CRM is connected and the CRM Filter preference is enabled.
Settings page showing CRM Filter toggle under Integrations preferences
2

Open an employer or contact search

Go to Employers, Broker Contacts, or Employer Contacts, or open the Contacts tab on any broker or employer profile. CRM badges appear automatically on records that match your CRM — no extra setup required.
3

Filter by CRM status

At the top of your results, open the CRM Status dropdown and choose In CRM to see records you already have, or Not in CRM to find net-new accounts and prospects.

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How It Works

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Use Cases

Don’t see CRM badges or the filter? You’ll need an active CRM integration first. See Connecting Your CRM (Admin Setup) to connect your CRM.

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FAQ

Yes. CRM Status filtering works on Employer search and on contact searches (Broker Contacts and Employer Contacts, plus the Contacts tab on profiles). Broker (company) search is not supported yet.
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.
It depends on where the change happens:
  • Records you sync from BenefitFlow — CRM badges appear within a few minutes.
  • Changes made directly in your CRM — BenefitFlow picks these up automatically a few times a day.
Badges appear only when BenefitFlow can match a record to your CRM — contacts by email address, employers by company website. If there’s no matching email or website in your CRM, no badge shows.
Yes. CRM Filter works with Salesforce, HubSpot, and Microsoft Dynamics 365. The experience is the same regardless of which CRM you use.

Connecting Your CRM (Admin Setup)

CRM Integrations: Overview Guide

CRM Integrations: Field Mapping Reference

Last modified on September 3, 2026