Who can use this feature?
Full users
Lite users
Jump tracks meeting participants in two ways: Attendees (pulled from calendar invites) and Speakers (pulled from meeting transcripts).
The system automatically links these participants to your CRM contacts and Jump users when possible for accurate notes and record-keeping.
What are attendees?
Attendees are primarily pulled from the calendar invite list.
If attendee emails are not included in that list, Jump may also extract them from other event fields such as the title, description, location, or conference notes.
Attendees might include your teammates, clients, and even non-person entries (like meeting rooms).
Note: The most reliable way to ensure accurate tracking is to add participants directly to the structured calendar invite using the same email address listed in your CRM. While Jump can extract attendee information from other event fields, structured invite data produces the most consistent results.
What are speakers?
Speakers are pulled from the meeting transcript. Some video tools (e.g., Zoom) identify who's speaking based on the microphone/device name. This is called microphone-based diarization.
But, if we only have raw audio (like when the meeting was captured in person or using Join My Call), Jump uses AI to intelligently figure out who those voices belong to. In this case, you may see labels like "Speaker 1" or "Speaker 2" instead of specific names.
However, Jump still tries to discern voices by using context like:
Names mentioned in the transcript
The calendar attendee list
Note: If you need to upload an audio file to Jump, first click on the correct meeting from the All past tab to attach it to the corresponding calendar event. That way, Jump can use the attendee list to help match speakers.
How Jump links attendees & speakers to known people
Step 1: Match to CRM contacts using email or CRM record ID
If an attendee or speaker includes an email address, Jump searches your CRM for a matching contact.
If an attendee does not include an email but includes a CRM record ID (common with certain CRM-generated events), Jump uses that ID to resolve the contact directly.
Step 2: Fill in missing calendar attendees
For each attendee from the calendar invite who has an email but isn't already represented, Jump will:
Look up their CRM contact
If no one else in the meeting is already linked to that contact:
It will connect them to the contact if there’s a speaker in the meeting with a similar name, but no link
Otherwise, Jump will add them to the meeting and link to the contact
Step 3: Repeat for Jump users
We repeat these steps, but look for Jump users instead of CRM contacts.
Note: Jump will automatically assign pronouns during meetings, but you can also manually set your own in Profile & settings > User settings > Profile > Preferred pronouns.
How Jump resolves attendees without structured emails
In some calendar events (such as those created by scheduling tools or CRM systems), attendee emails may not appear in the structured invite list.
To improve accuracy, Jump may:
Extract email addresses from event fields (subject, description, location, conference notes)
Match attendees using CRM record IDs when available
This reduces unrecognized participants and improves meeting-to-contact linking.
Why duplicates sometimes happen
Although Jump uses multiple signals to resolve participants, transcript-based speakers may still lack structured identifiers like email addresses.
If Jump cannot confidently match a speaker to an attendee or CRM contact, separate entries may appear.
Note: If you see duplicates, you can link them manually in Jump using the steps below. This will help future meetings match automatically.
How to manually link a participant
If Jump was not able to automatically link a meeting participant to a contact in your CRM or a fellow Jump user, you can attempt to do so manually.
From the meeting attendees list, click on the name of the unlinked participant.
This will open a dropdown menu, where you can either Link to contact or Link to Jump user.
When you manually link people in Jump:
If two attendees/speakers are linked to the same Jump user → they merge
If two are linked to the same CRM contact → they merge
Note: If one is linked to a CRM contact and the other is linked to a Jump user with the same email, they won't merge yet.
How to view attendee & speaker status
The attendees list on a past meeting helps you view a participant’s status at a glance. Here’s what the different styles mean:
Dotted border pill: Unconfirmed & not linked to a CRM contact or Jump user
Solid pill + Jump logo: Linked to a Jump user
Solid pill + CRM icon: Linked to a CRM contact
Dotted pill + source icon: Unconfirmed, but shows where they came from (e.g., Zoom, Calendar, Phone, Teams, etc.)
These styles help you instantly see:
Who is confirmed vs. unconfirmed
Whether they came from your CRM, Jump, or just the raw meeting data
Where the attendee or speaker originated
Recapping the full lifecycle
Jump pulls in calendar attendees and transcript speakers
We link to CRM contacts and Jump users
We fill in missing attendees by matching names or creating new entries
Users can manually link participants if needed
Participants will auto-merge if they're the same CRM contact or Jump user
Attendees are displayed with the correct pill style so you can see their status at a glance
Quick tips to get the best linking results
Start your meetings from a calendar event. This ensures Jump has a full attendee list to match against.
Always invite client contacts to the calendar event using the same email they have in your CRM.
Attach audio files to the calendar event if you upload recordings after the fact. Jump can then use the event's attendee list to help match voices.
Review unconfirmed pills after meetings. Linking them once will make future meetings link automatically.
Use clear, consistent names in your calendar invites to improve fuzzy-match accuracy.
Need More Help?
For more information, reach out to [email protected]
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