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Quivr Integration

Jump’s integration with Quivr connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.

Bailey Schramm avatar
Written by Bailey Schramm
Updated over a month ago

Who should connect to Quivr?

  • Full users

  • Lite users

Why connect Quivr to Jump?

Connecting Jump with Quivr enables data flow between systems. This integration allows Jump to create or update Quivr Meetings with AI-captured meeting notes, one‑sentence summaries, and tasks extracted from conversations, and to pull Quivr context to enhance pre‑meeting preparation.

Key capabilities

  • Create or update Quivr Meetings from Jump meeting notes, including an AI‑generated one‑sentence summary

  • Sync tasks with custom Quivr fields, including the Financial Planning Module

  • Pull Quivr data for enhanced pre‑meeting preparation

  • Map Jump’s AI capabilities directly to Quivr’s specialized financial advisor workflows
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How to connect Jump to Quivr

  1. In Jump, go to User settings > Integrations > + Add an integration > CRM.

  2. Select the Quivr tile, then click Add integration.
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  3. Sign in with your Quivr credentials and authorize Jump.

  4. In the window that appears, configure what to sync: notes, tasks, and fields.
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Using the Quivr integration

Before a meeting

  1. Click on the Upcoming tab and select a scheduled meeting.

  2. Go to the Pre‑meeting prep tab and view the information Jump compiled using contact and account data from Quivr.

After a meeting

  1. Go to your AI‑processed tab in Jump and click on a meeting.

  2. Review the Meeting notes for accuracy, including the AI‑generated one‑sentence summary.

  3. Navigate to the Automations section on the right‑hand side of the screen.

  4. Use the provided automation tiles to sync the meeting note, summary, and update fields in Quivr.

  5. In the Follow‑up tasks section, click Sync to Quivr to push tasks with the appropriate custom fields.

  6. In Quivr, confirm that the information has synced correctly to the Meeting and related records.

Adjusting your automations

Full users can adjust the Quivr automations at any time by going to User settings > Automations and scrolling down to the Do this… section.

Learn more about this process with this help center article: How to set up automations.

Getting help

If you run into issues with your Quivr integration or meeting automations, reach out to [email protected] for assistance.

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