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Integrations

Health Sherpa Medicare

Connecting HealthSherpa Medicare (OAuth)
To connect the CRM to your HealthSherpa Medicare, please follow the steps outlined below: Click on your initials or profile picture located in the top...
How the HealthSherpa Medicare integration works
Once you or your agency has connected your account you can now begin transferring contacts to HealthSherpa Medicare. To do this follow these steps. IM...
HealthSherpa Medicare FAQs
Q: Does the integration transfer drugs, providers, and pharmacies from the CRM to HSFM? A: Unfortunately, the current version of this integration only...