Skip to main content

Advyzon Integration

Sync notes, tasks, and more between Jump and Advyzon.

Written by Hannah Springer

Who should connect to Advyzon?

  • Full users

  • Lite users

Why connect Advyzon to Jump?

Integrating Advyzon with Jump brings your CRM data into the workflows you already use in Jump. You can automate your workflow by pushing Jump AI‑generated meeting notes and tasks back to Advyzon.

​

What you can do today?

  • Connect to Advyzon during sign‑up or under Settings → Integrations by entering your Advyzon username and password.

  • Push Meeting Notes from Jump to Advyzon after each call. You can review and edit the note, choose the correct contact or household, and sync it as an Advyzon Note.

  • Push Tasks created by Jump’s AI as Advyzon Task objects with the appropriate status.

  • Pull Client Details for Pre‑Meeting Prep so you walk into every meeting fully prepared.
    ​

Note: Need something special? We can map additional fields or sync to a different object type in Advyzon. Just let us know.

How to request Advyzon API access

Before you can connect, Advyzon must enable API access for your firm. You (or your Advyzon admin) can request this in any of the following ways:

  1. Contact Us form – Use the Contact Us option in Advyzon and mention you would like the Jump integration turned on.

  2. Phone – Call Advyzon Support at (312) 585‑8393 and request that the Jump integration be enabled for your account.

Advyzon will confirm once API access is active. You can then complete the connection in Jump.


Enable the Jump integration inside Advyzon

Once API access is confirmed:

  1. Go to User Settings → Partner Integrations in Advyzon.

  2. Toggle on the Jump integration.

  3. Enter your Jump username.

  4. Toggle the additional setting labeled API.

After completing these steps in Advyzon, you will be able to connect Advyzon from Jump.

Connecting Jump to Advyzon

  1. Open Jump and go to Profile & settings > User settings > Integrations > + Add an integration > CRM.

  2. Find and click on the Advyzon tile, then click Add integration.

  3. Enter your Advyzon username and password, then click Login.
    ​

Success! You will see a confirmation banner and can start using Advyzon data right away.

Troubleshooting tip: If authentication fails, double‑check that Advyzon has enabled API access for your account and retry.

Using the integration

Before a meeting

  1. Go to Meetings > Upcoming and click on the scheduled meeting.

  2. Navigate to the Meeting prep tab to view the information Jump compiled using contact and entity data from Advyzon.

After a meeting

  1. In Jump, navigate to Meetings > AI Processed and select the meeting you wish to sync notes from.

  2. Open the meeting notes in the After the meeting panel.

  3. Use the provided automation tiles to sync the meeting note, update fields, and initiate processes in Advyzon.

  4. In the Follow-up tasks section, click Sync to Advyzon.

Current limitations

We want to be transparent about what the integration cannot do yet and why:

Getting an error message ("Failed to create record") when trying to sync tasks in Advzyon? This occurs if you or your Advyzon admin has set up custom task statuses in your CRM. Custom task statuses are an API access point Jump does not have access to. To restore your ability to sync tasks, use default task statuses.

Need more help?

Did this answer your question?