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Erphub Case Study | Get Support Together Automated Provider Directory
Case Study · Automated Provider Directory
Get Support Together

Get Support Together Scales Its Directory Without Touching the Website

A fully dynamic mental health directory where every provider, event, and resource is published straight from Zoho CRM, with advanced filtering and automated image optimization behind it.

ClientGet Support Together
SectorMental health and community support
PlatformZoho Sites, CRM, Analytics, WorkDrive, Catalyst

Executive summary

Get Support Together is a public directory for mental health providers, support groups, programs, and events. As the platform grew, manual content updates, limited discovery tools, and image-heavy pages started working against the people it serves.

We delivered an end-to-end enhancement covering website UI and UX, automation, provider directories, and event integrations, keeping Zoho as the single source of truth. Five CRM-driven resource blocks, a fully automated provider directory, an automated image optimization pipeline on Zoho Catalyst, and unified provider and event filtering now carry the whole experience, with no manual website updates when CRM records change.

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The challenge

Growth the Manual Process Could Not Carry

Manual content updates created a standing risk of outdated provider and event information, and limited filtering made it difficult for visitors to find a relevant provider or event.

Image-heavy pages slowed the site down, particularly on mobile. Event and provider experiences sat apart from each other, so users navigated several pages to piece together related information.

Scalability was the underlying issue: adding new providers, events, or attributes required ongoing manual effort. The organization needed a fully automated, data-driven directory that could grow without adding administrative workload.

The solution

A Data-Driven Directory, End to End

We designed and delivered a comprehensive enhancement across UI and UX, automation, provider directories, and event integration, with every attribute sourced dynamically from CRM data.

  1. 01

    UI and Navigation Refresh

    We implemented a clean visual refresh with a brand-aligned background across all pages and updated navigation typography and colour for readability, preserving the existing filter logic in the background for future reactivation.

  2. 02

    Five CRM-Driven Resource Blocks

    We configured Crisis Resources, Find a Provider, Support Groups, Treatment Facilities, and Activities and Programs as live CRM-driven blocks, each filtering by service type with mobile-specific display logic.

  3. 03

    Automated Image Optimization

    We retrieve advisor and provider images from CRM via API, compress them on Zoho Catalyst while preserving quality, and write the optimized versions back into CRM for the site to serve.

  4. 04

    Events Module Expansion

    We added Upcoming Events to provider detail pages, built a two-column event card layout with flyer previews in modals, and surfaced communities served, religious inclusion, focus areas, and treatment modalities from CRM.

  5. 05

    Unified Provider and Event Discovery

    We introduced filtering across event type, dates, location, mental health focus, religions, and treatment modalities, with smart redirect logic routing users to the right page and an Events tab on every provider profile.

  6. 06

    Automated Provider Directory

    We built a dynamic listing page of provider tiles pulled from CRM via Analytics, with individual and mega filters driven by CRM field values, structured detail pages, and a unique shareable URL saved back into CRM for every provider.

Built onZoho SitesZoho CRMZoho AnalyticsZoho WorkDriveZoho Catalyst
System architecture

How the Directory Stays Current

Zoho CRM is the single source of truth. Analytics exposes it to the site, Catalyst optimizes the media on the way through, and the public directory renders providers and events with no manual publishing step.

Zoho CRMProviders, events, resources, and every attributeZoho Catalyst Image PipelineImages compressed and written back to CRMZoho AnalyticsCRM data exposed for dynamic site queriesFiltering and Redirect LogicMega filters driven by live CRM field valuesPublic Directory and EventsProvider tiles, detail pages, and event discovery
Dashed = provider and event data flowing through to the public directoryHover a stage to trace the flow

Always-Accurate Information

All provider, event, and resource data synchronizes directly from CRM, which eliminated outdated content and manual updates.

Filters That Extend Themselves

Filters are driven by CRM field values and update automatically when new values are added, so new attributes need no redevelopment.

Faster on Mobile

Automated image optimization significantly improved load times, particularly on mobile devices where the image-heavy pages hurt most.

The impact

The Results Since Go-Live

5live resource blocks driven directly by CRM records
0manual website updates needed when CRM records change
1source of truth for providers, events, and every attribute
6+filter dimensions unifying provider and event discovery
Automatedimage optimization pipeline replacing manual image handling
Shareableunique provider URLs generated and saved back into CRM

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