Did you know you can use Zapier to automate SendJim to work with multiple software platforms?
Login to https://zapier.com/
Choose to make a new Zap.
First choose an event that is happening in another software application (such as your CRM Software). Search to find your software application and choose which event is the trigger. Here is an example:
Next, click the plus sign and choose Send Jim and select from the action events we have available.
You will be prompted to map the fields from your trigger event to the action event in SendJim. Once the Zap is enabled this process will be automated going forward.
If you have any questions or need assistance please let us know!