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CRM | Overview and Key Concepts

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CRM will move to an Open Beta state early April '26. 

Introduction

Flex has options for CRM integration, so you can connect your existing account or sign up for whichever offered CRM software best suits your business needs. 

Flex pulls in information from your CRM so you can review Contacts, Companies, and Deals (aka Opportunities) from your CRM within your Flex instance. Flex gives you the ability to import new or match existing Flex Elements to your CRM information so data is synced across both platforms. 

Available CRM Connections

We currently have the ability to connect to the following CRMs in your Flex instance: 

  • HubSpot
  • Salesforce
Information displayed and available in Flex will be determined by changes made in the CRM. Changes made to your Flex system, such as importing contacts or created elements from deals, will not be undone with a disconnect of the CRM.

How it Works

Once your company's Flex administrator has connected your Flex instance to your CRM, any authorized user can view and make changes to that CRM information. 

Current functionality:

  • Import new Contacts and Companies from your CRM
  • Match and sync existing Contacts and Companies
  • Create a new Flex element from Deal information
  • Link an existing Flex element to a Deal
  • Update the Deal stage in your CRM via a connected Flex element

You will need a CRM account for your company to get started. For additional information, learn more here. 

How to Sign Up

  1. A Flex Administrator navigates to Main Menu > Integrations > CRM
  2. A popup confirmation will appear; you will need to select the "I Agree" checkbox before you are able to enable the feature. 
  3. The CRM page will now be enabled for your instance, and you can proceed with connecting to your CRM!

Next Steps

Now that you have enabled the CRM feature in your Flex instance, learn more about Connecting Flex to Your CRM.

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