CASE STUDY

CRM for Health Insurance Assistance

HMCNH Using Zapier to Manage Bookings

 

In late January, the integration with Zapier was launched, and the feedback from Less Annoying CRM (LACRM) users has been overwhelmingly positive. Many have shared how this integration has helped automate their workflows and streamline daily tasks.

One of the standout examples comes from Elias Ashooh, a LACRM user at HMCNH. HMCNH stands for Health Market Connect, which is part of the New Hampshire Community Navigator Program.   Elias has been leveraging Zapier to automate his appointment booking process, significantly reducing time spent on manual data entry and improving the efficiency of his team. Here’s a look at how Zapier has transformed their booking management.

Managing Bookings Before Zapier:

“I can’t wait to spend more time on manual data entry!” – Nobody

Before using Zapier, Elias and his team were using OnceHub, an interactive meeting scheduling tool, alongside LACRM to track contacts booking appointments. Each time a booking was made, they would receive an email from OnceHub containing the contact’s details. They then had to manually copy this information into LACRM, creating a contact for each new appointment.

🤔 The Results:

• Excessive time spent on repetitive, manual data entry
• An increased risk of errors due to the reliance on copying and pasting
• The team had to stay vigilant about incoming notification emails to avoid missing a contact

Managing Bookings After Zapier:

Celebrating the Chiefs’ 2023 Super Bowl win or Zapier? The line between the two became blurry for Elias!

Thanks to the integration of both LACRM and OnceHub with Zapier (and the over 5000 apps that Zapier connects with), Elias was able to set up a seamless automation between the two systems.

He created a workflow in Zapier that automatically:

1. Detects when a booking is scheduled in OnceHub
2. Searches for the contact in LACRM by their email address
3. If no matching contact is found, it creates a new contact with the booking details
4. Adds a note in the contact’s profile with all relevant information from the OnceHub booking

Now, each time a client or prospect books a meeting with Elias, LACRM is automatically updated with all the details from that booking, eliminating the need for manual data entry or sifting through emails.

💨 The Results:

• Zero time spent manually copying and pasting into LACRM
• Enhanced data reliability, as there’s no risk of missing or misentering contact details
• More time focused on providing value to clients instead of handling administrative tasks

We were thrilled to hear how Elias has utilized Zapier to simplify his workday, and we’d love to hear how others are using it too! If you’re leveraging Zapier with LACRM, share your experiences with us!

Detailed Zap Workflow:

👉 Note: Elias is an experienced Zapier user and has built a multi-step workflow with advanced features. To replicate this setup, users should consult Zapier’s documentation for guidance on these specific actions.

• Trigger: Booking Scheduled in OnceHub
• Action: Utilities in Formatter by Zapier using a Lookup Table for users’ names and User Ids
• Action: Date/Time in Formatter by Zapier to clean up date fields
• Action: Find Contact in LACRM (search contact list by Email Address, then use step 2 to assign a user)
• Action: Create Contact Note in LACRM (add a note in the found contact profile with OnceHub booking details)

Why Less Annoying CRM is Perfect for This Setup

For businesses looking for an intuitive, easy-to-use CRM, Less Annoying CRM is an ideal solution. It simplifies complex tasks like contact management and integration with tools like Zapier, allowing teams to focus on what truly matters—building relationships and serving clients. Whether you’re managing bookings or automating other workflows, LACRM ensures that the process is seamless and efficient.