Who can integrate with Zoho CRM?
Lite users
Full users
Use Jump’s Zoho CRM integration to streamline pre- and post-meeting workflows and reduce the need for manual data entry.
Before a meeting, Jump will prepare pre-meeting prep notes using customer data from Zoho CRM. After a meeting, you can sync meeting notes and follow-up tasks back to Zoho in just a few clicks.
Note: Before integrating with Zoho, ensure your Zoho profile has API access/permission to read CRM users. Additionally, ensure you are an active Zoho CRM user with access to CRM and have fully approved the Jump OAuth consent.
Key Capabilities
Generate pre-meeting prep from Zoho CRM records before a client meeting.
Sync AI-captured notes to Zoho CRM after a meeting.
Create Zoho CRM tasks from action items discussed in a captured meeting.
Access Zoho CRM contacts in Jump for on-demand pre-meeting prep and meeting history
Customization options
Need a custom configuration? Reach out to [email protected] for help getting Jump to work with your specific Zoho CRM setup.
Connect Zoho CRM to Jump
Log into Jump at my.jumpapp.com.
Go to Profile & settings > User settings > Integrations > + Add an integration.
Select the Zoho CRM tile then click Add integration.
When prompted, enter your Zoho CRM credentials to complete the integration.
Using the Zoho CRM integration
Before a meeting
In Jump, go to Meetings > Upcoming and select a scheduled meeting.
Navigate to the Meeting prep tab to view the information Jump compiled using contact and entity data from Zoho.
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.
Use the provided automation tiles to sync the meeting note, update fields, and initiate processes in Zoho.
In the Follow-up tasks section, click Sync to Zoho to push tasks to your CRM.
Supported Zoho CRM objects
Jump pulls from and can sync to these primary objects:
Account
Call
Contact
Event
Note
Task
Using the Contacts page in Jump
Your Contacts tab in Jump shows a list of contacts from your connected Zoho CRM account. Within the Contacts page, you can:
Open a contact to view past Jump meetings
Access pre-meeting prep on-demand, without needing a scheduled meeting
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]
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