Set up Zapier workflow

To get started with the Zapier integration:

1. Click on this link to start using the SalesJim Zapier integration

2. Follow the prompts to accept the Zapier integration and connect your Zapier account with the SalesJim integration.

3. Create a new Zapier action: Type "SalesJim" in the search bar and select the "SalesJim" action.

   Note: Currently only actions are supported, not Zapier triggers, so select any other trigger event first

4. Inside the Zapier SalesJim action, you'll need to select a SalesJim account. For first-time setup, you'll need to authenticate using your API key by clicking on the "Sign In" button:

5. To complete this step, you'll need to generate an API key:

   • Open the SalesJim web app in a separate tab
   • Navigate to settings and click on "Generate API key" to create your organization's API key to access our public API

   

   Click on the copy icon next to the API key:

   

6. Back in Zapier, paste the API key in the input field: