This integration is created through Zapier, so make sure to set up a Zapier account before continuing.
Zapier Pricing (You can use the Free Zapier level to integrate Precise Petcare CRM & SendJim)
Step 1: Connect Precise Petcare CRM to Zapier
Please use this invite link from Precise Petcare to add it to your available apps in Zapier: https://zapier.com/developer/public-invite/208497/6b280b7a6a972af2d18b9f1c13b8e52b/
Step 2: Create a new Zap inside Zapier
At the top of your Zapier account page, you'll see an orange "+ Create" button on the upper left and a blue "+ Create" button in the upper right. Click one of those to create a new Zap.
Select "Zap" from the dropdown choices
Step 3: Click in the box labeled "Trigger" and search for Precise Petcare
Step 4: Click "Trigger Event" and choose your event from the pop-up
Step 5: Connect your Precise Petcare account
Click "Sign-In" Under "Account" to open a Precise Petcare pop-up to enter your username and password into
Step 6: Type in your System URL for Precise Petcare
This is Full yourdomain.petssl.com URL (without https://)
Step 7: Click "Test trigger" to test the connection
Step 8: Click in the box labeled "Action" and search for SendJim
Step 9: Select your "Action Event."
This is the action you want SendJim to take when the Precise Trigger event happens
Create a Contact
This will add your contact into SendJim without sending a mailing
Send Neighbor Mailing
This will add your client into SendJim if it doesn't already exist, and send a mailing to the selected number of neighbors you select
Send QuickSend
This will add your client into SendJim and send them the selected mailer from your SendJim account
Step 10: Connect your SendJim account
Click "Sign-In" Under "Account" to open a SendJim pop-up to enter your username and password into
Step 11: Map the fields to SendJim
Required fields have an "*," but feel free to fill in as many fields as you would like by clicking in the text box, typing in "/", and selecting the matching field from Precise Petcare
Step 12: Click "Test Step" to send the information to your SendJim account to test the integration
If you are testing the "Send Neighbor Mailing" or "Send QuickSend" action and do not want this mailing to be sent to your client or their neighbors, log into your SendJim account, navigate to your reports section on the left menu, and click "Cancel" on the test mailings.
Step 13: Publish your Zap
Once you're satisfied with how your automation is set up, you'll click "Publish" to set your automation live.
Once the Zap is "Published" anytime the "Trigger" happens inside Precise Petcare, Zapier will tell SendJim to preform the "Action" you set.
Questions or need help setting up your Precise Petcare & SendJim integration through Zapier? Click below to open a chat and connect directly with a member of our Support Team.