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.
**Note** Like all CRM connections, to finish the integration, you must have the "CRM Integration Set-Up" section in your Billing and Membership set-up.
To access this area, log in to SendJim, click "Company Profile" on the left side of your screen, select the third tab at the top "Billing and Membership," scroll down to "CRM Integration Set-Up" on the right side of the page below your payment information, fill in the fields, click "save," and your integration set-up is complete!
If you have any questions or need assistance please let us know!