Redtail Integration

Who can integrate with Redtail?

Full users
Lite users

Connecting your Redtail account to Jump enables seamless data sharing between the two platforms to minimize manual data entry.

First, you can connect your Redtail Calendar to Jump to set up automatic notetaker attendance for scheduled meetings.

To help you prep for an upcoming meeting, Jump will pull key client context from Redtail to generate pre-meeting prep notes for the client(s).

After the meeting, you can sync Jump’s post-meeting AI outputs back to Redtail, including notes and follow-up tasks.

How to integrate with Redtail

Log in to my.jumpapp.com and go to Profile & settings > User settings > Integrations > + Add an integration > CRM.
Select the Redtail tile, then click Add integration.
Sign in using your Redtail credentials to grant Jump access.
Back in Jump, a new window will appear where you can select what to sync to Redtail after a meeting and where it should go.

Note: If you also use Redtail as your calendar, not just a CRM, you can take these steps to sync Redtail events to Jump:

Go to Profile & settings > User settings > Preferences.
Scroll down to the Calendars section.
Under Calendars to sync, click into the dropdown to select the Redtail calendar categories that you would like to sync to Jump.
After selecting your desired categories, click the green Save button before exiting. The events from this Redtail calendar category will sync to Meetings > Upcoming in a few moments.

For more information on why this step is important, see here: How and why to sync my events into the Upcoming tab of Jump.

Using the Redtail integration

Before a meeting

Go to Meetings > Upcoming and select a scheduled meeting.
Navigate to the Pre-meeting prep tab and view the information Jump compiled using relevant contact information from Redtail.

After a meeting

Go to Meetings > AI-processed and click on a meeting.
Review the Meeting notes for accuracy.
Navigate to the Automations section on the right-hand side of the screen.
Use the provided automation tile to sync the meeting note to Redtail. You’ll be prompted to select a related contact(s) or activity to successfully sync.
Below, in the Follow-up tasks section, click Sync to Redtail to push tasks to your CRM or kick off a Redtail workflow.
Go into Redtail to confirm the information has synced correctly.

Adjusting your automations

Full users can adjust the Redtail automations that get triggered by meetings by going to Profile & settings > User settings > Automations and scrolling down to the Do this… section.

Learn more about this process here: How to set up automations.

Frequently asked questions (FAQs)

What Redtail data does Jump use for Pre‑Meeting Prep?

Jump pulls standard Redtail objects such as Contact, Activity, Note, Workflow, Opportunity, and Account. See the full object and field list here.

Can I control which Redtail events show up in Jump?

Yes. At Profile & settings > User settings > Preferences > Calendars > Calendars to sync, you can choose the specific Redtail Calendar categories to ingest. Further down this page, you can also apply event filters in Jump to include or exclude meetings based on their title, organizer, conferencing platform, etc. Learn more about event filters here.

Can I make Redtail tasks sync as all‑day activities by default?

Yes, you can! Read this guide to learn how to do so.

Still have questions?

Reach out to [email protected] for more assistance with your Redtail integration.