Connecting Leap to SendJim:
Step 1: Navigate to your "Company Profile", select the "Third Party Integration" tab, and select "Leap" from the "Available Apps" section.
Step 2: Generating your API Token. (Note: As of now only admin users are able to generate the access tokens. So if you don't have an admin account please contact your admin.)
Once you click the Leap icon, you will be prompted to enter an API key.
From here, open a new browser tab (Do not close your SendJim window, open a new tab).
Log into Leap Application. Leap
Once logged in, navigate to the top right corner and click the icon with your initials and click the settings option.
Select Developers along the left side.
Click "GENERATE TOKEN" in the top right corner.
Give the Token a name. Then generate Token and copy to clipboard.
Navigate back to your open SendJim tab (Do not close your Leap tab).
Paste the API Token into the field labeled "Enter your API Key here".
Step 3: Enable Webhooks.
Click the "Copy" button under where it says "Enter Webhook Signing Secret".
Navigate back to your open Leap tab.
Click Webhooks along the left side.
Click "ADD WEBHOOKS URL" in the top right corner.
Paste the URL from your SendJim page, then click Save.
Navigate back to your SendJim tab, click Connect in the bottom right corner.
Step 4: Syncing Contacts to SendJim.
If you would like to sync over your existing customers to SendJim, simply click the box labeled Sync contacts from Leao to SendJim.
If you have a large customer database in Leap, this may take some time to finish, but the system will notify you once it is complete.
Step 5: Setting up Automation:
Click the "Add Automation" button.
Select your "Activity Type" that will serve as the action that triggers a mailing inside SendJim.
Customer Create
Job Create
Job Stage Appointment
Job Stage Contract
Job Stage Estimate/Proposal
Job Stage Follow Up
Job Stage Invoicing
Job Stage Lead Added
Job Stage Paid
Job Stage Preproduction
Job Stage Work Started
Select if you want this action to trigger a mailing to the customer or to a number of neighbors around your customer.
If you select "Neighbor" a new field will be displayed next to the Recipient field labeled # of Neighbors, type or use the arrow in the field to select the number of neighbors you would like mailed.
Choose your Max Send Frequency Per Address. This setting will limit how many times the integration will trigger the same sequence off the same address. For example, if you have an automation set-up to send a 3-card sequence to the neighbors after a job is completed, you only want that sequence to trigger once every 3 months if you service that client multiple times per month. This would prevent the neighbors of your client from receiving multiple of the same mailing.
Choose the Quick Send you want to be triggered by the Activity inside Leap and click "Save" to save the new automation.
You can run more than 1 automation at a time, simply click the + Add Automation button again.
Step 6: Set your monthly automated budget.
These numbers are what SendJim will use to give Leap a budget to spend every month.
Navigate to your Company Profile and then your Billing and Membership tab.
Enable Auto-Replenish: This is the number of additional credits that SendJim can purchase on your behalf if you have run out of available credits, but have not reached your monthly spending limit.
Maximum Monthly Spending Limit: This is the maximum number of credits that Leap can use to send automated mailings on your behalf during the calendar month.
Once these numbers are set, click "Save."
Questions? Open a Chat Below to Speak with a Member of Our Team.