BenefitFlow April Update

BenefitFlow Users,

This month, we’ve rolling out powerful updates to our HubSpot and Salesforce integrations—designed to help your team automate manual data entry, keep your data up to date, and close more deals.

For those of you who missed our last update, you can find it here.

Thanks for choosing BenefitFlow - we're committed to continuously expanding our data and features to support your success!

Product Updates

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🔁 CRM Integrations Just Got a Big Upgrade

You can now sync the following directly into Salesforce or HubSpot—setup takes just minutes:

• Broker Contacts
• Broker Offices
• Employer Contacts
• Employers

Everything listed above is brand new for HubSpot, and for Salesforce users, we've expanded beyond just contacts—you can now sync lists of employers and broker office data too.

No more spreadsheets. Just clean, reliable data where you need it.

Other Enhancements

✅ Ability to create lists of employers, brokers, and broker offices
✅ More advanced county + MSA-level filtering
✅ New team management features
✅ Filter on benefits rating