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How to Connect WorkIz and SendJim
How to Connect WorkIz and SendJim

Watch this video to learn how to integrate WorkIz and SendJim through Zapier.

Alicia Moulton avatar
Written by Alicia Moulton
Updated over a week ago

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**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 done.

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