Why connect SmartOffice to Jump?
SmartOffice is a CRM and agency-management system. Connecting it to Jump brings your SmartOffice data into the workflows you already use, while letting you push Jump AI-generated notes and tasks back to SmartOffice in seconds.
What you can do today
Push Meeting Notes from Jump to SmartOffice Contacts, Activities, Appointments, and more. You can review the note, choose the correct record, and sync it to SmartOffice.
Push Tasks created by Jump’s AI as SmartOffice To Do activities.
Pull Client Details for Pre-Meeting Prep so you walk into every meeting fully prepared.
Connecting Jump to SmartOffice
Ask your SmartOffice administrator to turn on the Jump license. If you are the SmartOffice administrator, do the following:
In SmartOffice, go to Setup → User Accounts.
Open the User Rights link for your user.
In the Licenses column, check Jump under Integrations.
Press Menu → Save
Once the Jump license is turned on:
Open Jump → User Settings → Integrations.
Find the SmartOffice tile and click Connect.
Enter your SmartOffice Site Name, Office Name, and Username, then click Login.
Enter the One-time password sent to your SmartOffice email address.
Troubleshooting tips:
Not seeing the OTP? Double check which email address is tied to your username in SmartOffice - "User Accounts" > "User's General Information" > "E-mail Address"
You can find the site name in the User Preferences area (see below)
Set up the SmartOffice automation
In Jump, open User Settings › Automations.
Check whether a SmartOffice automation already exists.
If it’s missing, click + Add automation under Do This and complete the fields as shown below (adjust anything that doesn’t match your needs).
Using the integration
Pushing Meeting Notes
Open a completed meeting in Jump.
Review and edit the note if needed.
Select the correct contact or activity record and click Sync to SmartOffice.
Pushing Tasks
On the meeting summary page, review the Jump generated follow-up tasks.
Select the tasks you want to keep, adjust titles or dates if needed.
Click Push to SmartOffice.
Each task is created as a To Do activity in SmartOffice.
Pre-Meeting Prep
Jump automatically pulls key SmartOffice data (Contacts, Household, Opportunities, Accounts, Liabilities, Activity Log, and more) plus past Jump meetings to build a prep document before every meeting.
Current limitations
User assignment for tasks is not available yet because the SmartOffice API does not expose a list of users.
Still have questions?
Our team is here to help. Book a live walkthrough at jumpapp.com/demo or email [email protected].