> For the complete documentation index, see [llms.txt](https://docs.medicare.healthsherpa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.medicare.healthsherpa.com/integration-guide/use-cases.md).

# Use Cases

### Typical uses of our API

**Sync your CRM records into HealthSherpa to avoid dual data entry**

* Create and update contact records in HealthSherpa so that dual data entry is eliminated across the quoting and enrollment flow.
* Data entered in your CRM flows all the way from quoting through to the enrollment form.&#x20;
* This also reduces errors or typos across systems.

**Add a “Quote in HealthSherpa” button to your CRM**

* Launch the HealthSherpa quoting session for a specific contact using our  `redirect_url`&#x20;

<figure><img src="/files/BUzkqaBM7mrEOjnp9R0g" alt=""><figcaption></figcaption></figure>

### Typical uses of our Webhook

**Sync your HealthSherpa enrollment records into your CRM to avoid dual data entry**

* Enrollment and contact data syncs from our system to yours.
* Triggered by our enrollment submission event.&#x20;
* Avoid copying and pasting enrollment data from our system to yours, it's automatic.

<figure><img src="/files/bXo6xRyxOktwyeaeVqZC" alt="" width="563"><figcaption></figcaption></figure>
