Who should connect to Practifi?
Full users
Lite users
Why connect Practifi to Jump?
Connecting Jump with Practifi enables data flow between systems. This integration allows Jump to access and update contact information, entities, processes, and other custom Practifi objects to enhance meeting documentation and workflow automation.
Key capabilities
Sync AI-captured meeting notes to Practifi contacts, entities, or other custom objects
Create and manage Practifi processes and process tasks directly from Jump
Pull Practifi data for enhanced pre-meeting preparation
Update fields and initiate processes in Practifi after meetings using information extracted from conversations
Customization options
Need something special? We can map additional fields or sync to a different object type in Practifi. Just let us know.
How to connect Jump to Practifi
In Jump, go to User settings > Integrations > + Add an integration > CRM.
Select the Practifi tile, then click Add integration.
Sign in and authorize Jump to access your Practifi data.
In the window that appears, configure what to sync: notes, processes, process tasks, and fields.
Using the Practifi integration
Before a meeting
Click on the Upcoming tab and select a scheduled meeting.
Go to the Pre-meeting prep tab and view the information Jump compiled using contact and entity data from Practifi.
After a meeting
Go to your AI-processed tab in Jump 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 tiles to sync the meeting note, update fields, and initiate processes in Practifi.
Below, in the Follow-up tasks section, click Sync to Practifi to push tasks to your CRM.
Go into Practifi to confirm the information has synced correctly.
Adjusting your automations
Full users can adjust the Practifi 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 Practifi integration or meeting automations, reach out to [email protected] for assistance.