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How to Connect WorkIz and SendJim

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

To sign up for Zapier, please visit https://zapier.com/sign-up.

CRM Settings in SendJim:

Set your monthly automated budget in your Billing and Membership section. These numbers are what SendJim will use to give Proline a budget to spend every month. Once these numbers are set, click "Save."

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  • 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 Jobber can use to send automated mailings on your behalf during the calendar month.

    Questions? Open a Chat to Speak with a Member of Our Team.