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

​
What You’ll See

CRM Status filter — A dropdown at the top of your 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 (role, location, license, and so on) to target exactly the people you want.
CRM Status dropdown at the top of a contact search, showing All, In CRM, and Not in CRM options
CRM badge on contacts — A small cloud badge marks any contact that already exists in your connected CRM, so you can spot who’s been added at a glance. On Salesforce, the badge links straight to the record (“View in Salesforce”).
Broker Contacts search filtered to In CRM, with cloud badges linking synced contacts to the CRM

​
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 a contact search

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

Filter by CRM status

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

​
How It Works

​
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.

​
FAQ

Not yet. CRM Status filtering is available on contact searches only (Broker Contacts and Employer Contacts, plus the Contacts tab on profiles). It is not available when searching employers or brokers as companies.
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 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.
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.
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 July 28, 2026