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.

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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 ​

- 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 ​

Need something special? We can map additional fields or sync to a different object type in Practifi. Just let us know.

In Jump, go to Profile &amp; settings &gt; User settings &gt; Integrations &gt; + Add an integration &gt; 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. ​

1. In Jump, go to Profile &amp; settings &gt; User settings &gt; Integrations &gt; + Add an integration &gt; CRM.
2. Select the Practifi tile, then click Add integration. ​
 
 
3. Sign in and authorize Jump to access your Practifi data.
4. In the window that appears, configure what to sync: notes, processes, process tasks, and fields. ​

Go to Meetings &gt; Upcoming and click on the scheduled meeting.

Navigate to the Meeting prep tab to view the information Jump compiled using contact and entity data from Practifi.

1. Go to Meetings &gt; Upcoming and click on the scheduled meeting.
2. Navigate to the Meeting prep tab to view the information Jump compiled using contact and entity data from Practifi.

In Jump, navigate to Meetings &gt; AI Processed and select the meeting you wish to sync notes from.

Open the meeting notes in the After the meeting panel.

Use the provided automation tiles to sync the meeting note, update fields, and initiate processes in Practifi.

in the Follow-up tasks section, click Sync to Practifi to push tasks to your CRM.

1. In Jump, navigate to Meetings &gt; AI Processed and select the meeting you wish to sync notes from. 
2. Open the meeting notes in the After the meeting panel.
3. Use the provided automation tiles to sync the meeting note, update fields, and initiate processes in Practifi.
4. in the Follow-up tasks section, click Sync to Practifi to push tasks to your CRM.

Full users can adjust the Practifi automations at any time by going to Profile &amp; settings &gt; User settings &gt; Automations and scrolling down to the Do this… section.

Learn more about this process with this help center article: <a href="https://help.jumpapp.com/en/articles/12043223-how-to-set-up-automations">How to set up automations</a>.

Chat: In your Jump account, click Help &gt; Chat with support.

Email: <a href="mailto:help@jumpapp.com" rel="nofollow noopener noreferrer" target="_blank">help@jumpapp.com</a>

- Chat: In your Jump account, click Help &gt; Chat with support.
- Email: <a href="mailto:help@jumpapp.com" rel="nofollow noopener noreferrer" target="_blank">help@jumpapp.com</a>

<a href="https://help.jumpapp.com/en/articles/9853602-how-and-why-to-connect-my-crm-to-jump">How and why to connect my CRM to Jump</a>

<a href="https://help.jumpapp.com/en/articles/12043223-how-to-set-up-automations">How to set up automations</a>

- <a href="https://help.jumpapp.com/en/articles/9853602-how-and-why-to-connect-my-crm-to-jump">How and why to connect my CRM to Jump</a>
- <a href="https://help.jumpapp.com/en/articles/12043223-how-to-set-up-automations">How to set up automations</a>

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

Practifi Integration

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Practifi Integration

Why connect Practifi to Jump?

Key capabilities

How to connect Jump to Practifi

Using the Practifi integration

Before a meeting

After a meeting

Adjusting your automations

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