How to Sync CRM Companies & Contacts into Flex

• Introduction
• Contacts
  • Match Found
  • New
  • Linked
• Companies
  • Match Found
  • New
  • Linked
• Importing Companies and Contacts
• Next Steps

Introduction

This article covers syncing your CRM Companies and Contacts into Flex. Be sure to check out CRM | Overview and Key Concepts for more general information. 

Note: Currently, this is a one-way sync where Flex pulls in information from your CRM. Pushing Flex contact and company information into your CRM is not available at this time. 

Contacts

On the Contacts tab within   Main Menu >  Integrations > CRM, there are three different Match Statuses for Contacts: Match Found, New, and Linked.

Match Found

When Flex recognizes contact information from your CRM that matches contact info you have in Flex, you'll have the opportunity to sync the two existing entities together, and bring over any additional existing date from your CRM to your Flex contact. 

Contact matches are found based on Email and Phone Number. If information in your Flex does not match either of those fields in your CRM, they will not automatically display. 

1. Click the three-dot menu on the left-hand side of the contact name, then click Link to Existing Contact.

   

2. This will trigger a popup where you can match your contact.

   

3. If you don't see a contact populate that you think is a match, you can also search for an existing Flex contact using the Search field, by typing in a name, email, or company.
   1. If you see more contacts populate as matches than you expected, it might be because of shared information. Ex. If the company phone number has been added to every contact attached to the company, then those will register as potential matches. 
      The most-likely match should populate first in most cases. 
4. Once you locate the contact you want to link, select the checkbox, which will enable the Link button. Pressing the Link button in the bottom right will link the contact and close the popup. 
5. If there is an associated company with the contact that has not been matched, you can do that within this screen by clicking on the Match Found button next to the Company name. 

6. In this match view, you can also click the question mark icon to the left of the buttons in the bottom right, and it will populate a quick guide on Match Statuses.

   

   
   For matching multiple contacts at one time: 

7. If you have multiple contacts that you'd like to match at once, select the checkboxes on the left-hand side of the screen, then click the Link Selected button in the footer.

   

8. This will then trigger the popup with the match contacts, and you will go through them one-by-one. You have the option to Skip if you do not want to match a certain contact.  

New

For contacts where no matching information has been found in Flex, you'll have the opportunity to import the information from your CRM and create a new contact in Flex. 

1. Click the three-dot menu on the left-hand side of the contact name, then click Import as New Contact.

   

2. This will trigger a popup where you can import your contact.

   

   The Resource Type will populate with the Default Resource Type you've designated in Settings.

3. Clicking OK will import the contact information from your CRM and refresh the data on the grid. Upon refresh, the Contact will be hyperlinked so you can easily view that Flex Contact page. 
   
   For importing multiple contacts at one time: 

4. If you have multiple contacts that you'd like to bulk-import, select checkboxes on the left-hand side of the screen of the contacts you want to import, then click the Import Selected button in the footer.

   

5. This will open a similar popup, listing all of the contacts. All of these contacts will be uploaded as the designated Resource Type. 

   

   Note: If there are more than 20 contacts selected, the popup will only list the first 20.

   

6. Clicking OK will import any contacts selected and generate hyperlinks the same way individual imports do.

Linked

Contacts that are Linked are already connected between your CRM and Flex Instance. For Deals associated with these Contacts, Flex will recognize the sync of info with your CRM.

To see which Flex contact is synced to your CRM contact, you can click the hyperlink in the Name column, or click the Go to Contact option within the three-dot menu. 

For more information on Default Resource Types, check out the Adjusting CRM Settings article.

Companies 

On the Companies tab within the Main Menu > Integrations > CRM page, there are three different Match Statuses for Companies: Linked, Match Found, and New. 

Note: Only companies created as Companies in your CRM can be imported to Flex; a company name field on a Deal will not be imported as a company.

Match Found

When Flex recognizes company information from your CRM that matches company info you have in Flex, you'll have the opportunity to sync the two existing entities together, and bring over any additional existing date from your CRM to your Flex contact.  

Matches are found based on Website, Phone Number, and/or Name. If information in your Flex does not match any of those fields in your CRM, they will not automatically display. 

1. Click the three-dot menu on the left-hand side of the company name, then click Link to Existing Company.

   

2. This will trigger a popup where you can match your company.

   

3. If you don't see a company populate that you think is a match, you can also search for an existing Flex company using the Search field, by typing in a name or website.
4. Once you locate the company you want to link, select the checkbox, which will enable the Link button. Pressing the Link button in the bottom right will link the company and close the popup. 
   
   For matching multiple companies at one time: 
5. If you have multiple companies that you'd like to match at once, select the checkboxes on the left-hand side of the screen, then click the Link Selected button in the footer.
   
   
    
6. This will then trigger the popup with the match companies, and you will go through them one-by-one. You have the option to Skip if you do not want to match a certain company. 

New

For companies where no matching information has been found in Flex, you'll have the opportunity to import the information from your CRM and create a new company in Flex. 

1. Click the three-dot menu on the left-hand side of the contact name, then click Import as New Contact.

   

2. This will trigger a popup where you can import your company.

   

   The Resource Type will populate with the Default Resource Type you've designated in Settings.

3. Clicking OK will import the company information from your CRM and refresh the data on the grid. Upon refresh, the Company will be hyperlinked so you can easily view that Company in Flex. 
   
   For importing multiple companies at one time: 

4. If you have multiple companies that you'd like to bulk-import, select checkboxes on the left-hand side of the screen of the companies you want to import, then click the Import Selected button in the footer

   

5. This will open a similar popup, listing all of the contacts. All of these contacts will be uploaded as the designated Resource Type. 

   

   Note: If there are more than 20 companies selected, the popup will only list the first 20.

6. Clicking OK will import any contacts selected and generate hyperlinks the same way individual imports do.

Linked

Companies that are Linked are already connected between your CRM and Flex Instance. For Deals associated with these Companies, Flex will recognize the sync of info with your CRM. 

To see which Flex company is synced to your CRM company, you can click the hyperlink in the Name column, or click the Go to Company option within the three-dot menu. 

For more information on Default Resource Types, check out the Adjusting CRM Settings article.

For more information on how Imports and Matches are handled during the Deal import process, check out the How to Link and Import Deals from CRM article.

Importing Companies with the Contact Import

You can also bundle importing and matching Companies while importing Contacts. 

To import or match the companies associated with any of the selected contacts, you can click the Status buttons, which will bring you through the company Import and Match flow individually. Alternatively, you can Import all new companies as the choses Company Resource Type and Match companies in following popups once you click OK.

Next Steps

Now that you know how to sync Contact and Companies into Flex, check out How to Link and Import Deals from CRM, or Adjust CRM Settings.