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
How to connect Jump to Quivr
In Jump, go to Profile & settings > User settings > Integrations > + Add an integration > CRM.
Select the Quivr tile, then click Add integration.
Sign in with your Quivr credentials and authorize Jump.
In the window that appears, configure what to sync: notes, tasks, and fields.
Using the Quivr integration
Before a meeting
Go to Meetings > Upcoming and select a scheduled meeting.
Navigate to the Meeting prep tab to view the information Jump compiled using data from Quivr.
After a meeting
In Jump, navigate to Meetings > AI Processed and select the meeting you wish to sync notes from.
Open the meeting notes in the After the meeting panel.
Navigate to the Automations section on the right‑hand side of the screen.
Use the provided automations to sync the meeting note, summary, and update fields in Quivr.
Click Sync to Quivr to push tasks with the appropriate custom fields.
Adjusting your automations
Full users can adjust the Quivr automations at any time by going to Profile & settings > 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.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]