Skip to main content

Prevent Duplicate Contacts with BrokerEngine's FLEX Integration

  • Updated

When you push a lead or deal to FLEX, BrokerEngine creates a new opportunity and contact. If you want to link a new opportunity to an existing FLEX contact, link the BrokerEngine contact first before running the data push.

Last updated: February 2026 · FLEX Integration

In This Article

  1. Open the Lead or Deal
  2. Enter the FLEX Contact ID
  3. Sync to FLEX

Note: You do not need to link the BrokerEngine contact if it does not yet exist in FLEX.

Prerequisites

Know how to push a lead or deal to FLEX.

Step-by-Step Guide

Follow these steps to link a BrokerEngine contact to an existing FLEX contact:

Step 1 — Open the Lead or Deal

Open the lead or deal.

Step 2 — Enter the FLEX Contact ID

Expand the Fact Find section in the left hand sidebar. Click Applicants. The applicants page loads in the centre pane. Scroll down to Integrations. Paste the FLEX Contact ID into the FLEX Contact ID field. Click Save.

 

Step 3 — Sync to FLEX

Sync to FLEX to complete the link.

Related Articles

Related articles