Hello I am trying to connect my CRM with my insurance claims, so I dont have to do triple the amount of work. Is there anyone on here that can help me with this integration? Amy
Amy, yes, I can help map this. The first question is which CRM you use and which Inovalon product or connection method your account exposes: API, SFTP or file import, export, or a portal-only workflow.
Because insurance-claims records can include sensitive patient data, I would start with a redacted or synthetic record. Before moving live records through Make, we would confirm that the vendor and account agreements plus Make execution-data, logging, and retention controls fit your requirements. Please do not post credentials or live claim data here.
The reliable pattern is one source-of-truth claim ID, an explicit field map, duplicate protection, a review queue for incomplete or rejected records, and status updates written back to the CRM. Operational logs should identify the run and outcome without copying the claim payload into ordinary alerts.
Which CRM are you using, what action should start the flow, and do updates need to travel back from Inovalon to the CRM? A redacted field list and one synthetic example are enough to determine the viable route.
TinyOps Studio can handle a fixed $499 first phase: connectivity validation, the field map, one sanitized CRM-to-claims workflow, duplicate and error controls, and a written production plan. A live-data production build would be scoped only after the access and data-handling checks pass. You can answer the non-sensitive questions here or DM TinyOpsStudio.
Hi Amy,
I’d be happy to help with that. I have experience building CRM integrations and automation workflows that eliminate duplicate data entry and keep systems in sync.
Could you let me know which CRM and insurance claims system you’re using? Once I know the platforms involved, I can advise on the best integration approach and whether it can be done with existing connectors or a custom workflow.
You can also reach me directly at [email protected] if that’s easier.
Looking forward to hearing more about your setup!
Hi @amywellen, happy to help with this.
Two things decide whether it’s straightforward or not:
- Which CRM are you on?
- What are you using for claims, and does it have an API or any export? A lot of claims platforms are closed, and that’s usually the deciding factor rather than the CRM side.
Also worth knowing what “triple the work” looks like right now. If you’re entering the same client into three systems, that’s a different fix from re-keying claim statuses back into the CRM.
Answer those and I can tell you what the integration would actually look like.
Taiwo
Pathfinder Automation Solutions
[email protected]
https://www.pathfinderautomationsolutions.com
Book a call: Calendly
Upwork: https://www.upwork.com/freelancers/~01446d60f782215efa
Hi Amy,
I’d be happy to help.
I’ve built Make.com workflows involving CRM integrations, APIs, webhooks, Google Workspace and business process automation, where the goal is to eliminate duplicate work and keep systems synchronized.
To understand the best integration approach, I have a couple of questions:
• Which CRM are you currently using?
• Does Inovalon provide an API for your account, or are you working with file exports/imports?
• Should updates also flow back from Inovalon into your CRM, or is it a one-way sync?
Once I understand your current setup, I can recommend the most reliable and maintainable approach.
I’ve also sent you a DM with my portfolio and contact details.
Looking forward to hearing more about your workflow.
Hi @amywellen what CRM are you using? and how do you source the Insurance claims? Are you using Typeform or what?
In any case, this is something we can do, fell free to book a call below: Automation Discovery Call | Felipe Saucedo | Cal.com discovery or check our website www.aspirity.com
Amy, entering the same claim information three times should be replaced with one controlled workflow—not three systems blindly pushing data into each other.
I can map where the information currently starts, what each system actually needs, and how updates should flow without creating duplicates or overwriting valid CRM data.
I’m an Integration Engineer working with APIs, webhooks, file exchanges, custom backends, and automation platforms. I’ve built a production Guesty/Hostaway → HubSpot synchronization with validation, deduplication, conflict handling, error recovery, and scheduled updates.
We can start with one real claim and verify the entire flow before expanding it.
You can message me here on Make or contact me through my website:
— Edvin
Amy — the usable route depends on the exact CRM and Inovalon product. I have hands-on experience with Make, webhooks, and CRM data flows, so I’d start with a paid $249 compatibility check rather than touch live claims. In two business days I’ll identify the available connection method, map one synthetic claim and one status-return path, test duplicate/error handling, and return a go/no-go plus fixed production scope. No patient data or credentials in phase one.
Which CRM and exact Inovalon product are you using?
Right now you’re probably typing the same claim three times — once into your CRM, again into Inovalon, then a third time for billing or reporting. That’s the “triple work,” and it’s a solved problem.
The fix is one place that holds the truth. You enter a claim once, it shows up in Inovalon on its own, and the claim’s status comes back into your CRM automatically — so nothing gets re-typed and nothing quietly falls through.
The part that trips people up is the details: it’s patient health data, so it has to be handled to the letter — and the claims Inovalon kicks back have to land somewhere you’ll actually see them, not vanish. That side’s mine to handle, not yours to worry about. I’ve built and cleaned up this exact thing before: a US healthcare intake pipeline connecting a CRM to the claims and billing systems around it (short write-up at priyanshukumar.co).
One plain question tells me how big this actually is: when a claim’s entered, do you just need it to land in Inovalon, or do you also want its status coming back to you?
Answer that and I’ll tell you straight whether it’s a quick fix or a real build — no call needed just to get that answer, though I’m glad to talk it through if you’d rather.
— Priyanshu Kumar
Amy before anyone looks at this or gives a price I would check two things.
First, which Inovalon product are you using and what connection methods are turned on for your account? Inovalon has ways to connect depending on the product and the agreement. Some tools have APIs while others use EDI transactions like 837 or 835 or send files.
If your account only works with SFTP or another way to drop files Make probably would not connect to it as a built-in part. You might need a service that gets the files, checks or changes them and then starts the right process.
Second, because claims data can include health information, the rules for following the law need to be checked before any real data is used. Claim IDs and codes should not be considered not private just because they look like numbers. They might still be connected to a person. I would ask Make for a written note about BAA coverage and the allowed setups. Also have the process checked by the person in your company who deals with HIPAA rules. Until that happens only use data.
The helpful question is: how do claims go to Inovalon now—through a website by hand through SFTP or EDI or through an old API?
Also do you only need claims sent to Inovalon. Do you need responses claim statuses and money details sent back to the CRM?
Those answers will shape the way everything is set up and how big the project is more, than the name of the CRM.
Hi Amy,
I work with Make regularly. Happy to take a look at your workflow and figure out the best way to get the two systems talking without you doing double or triple entry.
You can reach out to me on my email here
Colin
Hi Amy — I can take this as a small, paid compatibility and mapping pass rather than touching live claims first.
For a fixed USD 249, delivered in two business days after protected payment, I will:
- identify whether your CRM and exact Inovalon product expose an API, SFTP/file, EDI, export/import, or portal-only route;
- map one synthetic claim from the CRM side and one synthetic status-return path;
- document the required fields, direction, claim-ID deduplication, incomplete/error hold states and retry boundary; and
- return a go/no-go note plus a fixed production-scope plan.
I will not request credentials or real insurance/patient data in the first phase. Before any live-data work, your team should confirm the permitted vendor/account setup, Make execution-data retention and the right privacy/compliance review. A redacted field list and one fictional payload are enough to start.
Which CRM and Inovalon product are you using, and do updates need to travel back into the CRM?
— Romeo