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SmartOffice Integration

Sync meeting notes and tasks, and pull SmartOffice data into Jump for Pre-Meeting Prep.

Written by Hannah Springer

Who should connect Jump to SmartOffice?

  • All Full users

  • All Lite users

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.

  • Sync your SmartOffice calendar including Activities with the type Appointment, Meeting, or Call.

  • Click on the contacts tab to see past Jump meetings history and generate pre-meeting prep on demand.

Connecting Jump to SmartOffice

Ask your SmartOffice administrator to turn on the Jump license. If you are the SmartOffice administrator, do the following:
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​In SmartOffice, go to Setup → User Accounts.

  1. Open the User Rights link for your user.

  2. In the Licenses column, check Jump under Integrations.

  3. Press Menu → Save

Once the Jump license is turned on:

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

  2. Find and select the SmartOffice tile and click Add integration.
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  3. Enter your SmartOffice Site Name, Office Name, and Username, then click Login.

  4. 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)
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Set up the SmartOffice automation

  1. In Jump, open Profile & settings > User Settings › Automations.

  2. Check whether a SmartOffice automation already exists.

  3. 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).
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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 SmartOffice.

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 SmartOffice.

  4. In the Follow-up tasks section, click Push to SmartOffice.
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Need more help?

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