Jump also supports a variety of custom objects in Salesforce and Salesforce overlays, as well as Hubspot and Dynamics.
Please reach out to the Help chat to find out the other CRM integrations Jump supports or plans to support or to request a new CRM integration.
Redtail Objects and Fields
For Redtail, Jump pulls in the following objects:
Contact
Opportunity
Note
Activity
Account
Workflow
Contact:
ID
Type
First name
Last name
Company name
Full name
Nickname
Job title
Birth date
Opportunities:
ID
Name
Linked contacts
notes
Note:
ID
Body
Note associations
category
Activity:
ID
Subject
Start date
End date
Description
Linked contacts
Note associations
Share with client
All day
Location
Category
Activity code ID / type
Workflows
ID
Name
Workflow template ID
Due date
Assigned user ID
Description
Category ID
Contact ID
Exclude weekends
Account:
ID
Number
Contact ID
Status
Balance
Company
Product
User:
ID
First name
Last name
Wealthbox Objects and Fields
For Wealthbox, Jump pulls in the following objects:
Contact
Task
Note
Opportunity
Event
Workflows
Contact
First name
Last name
Nickname
Job title
Company name
Background information
Birth date
Anniversary
Gender
Contact type
Marital status
Important information
Personal interests
Investment objective
Time horizon
Risk tolerance
Mutual fund experience
Stocks and bonds experience
Partnerships experience
Other investing experience
Gross annual income
Assets
Non-liquid assets
Liabilities
Adjusted gross income
Estimated taxes
Occupation
Retirement date
Occupation
Company name
Task
Status
Due
Title
Description
Assignee
Note
ID
Content
Linked to
Tags
Opportunity
ID
Name
Event
ID
Title
Description
Workflows
ID
Label
Workflow template
Starts at