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Zoho CRM Integration

Integrate Jump with Zoho CRM to streamline client data sharing between the two platforms.

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

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.
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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.

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

  1. Log into Jump at my.jumpapp.com.

  2. Go to Profile & settings > User settings > Integrations > + Add an integration.

  3. Select the Zoho CRM tile then click Add integration.
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  4. When prompted, enter your Zoho CRM credentials to complete the integration.
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Using the Zoho CRM integration

Before a meeting

  1. In Jump, go to Meetings > Upcoming and select a scheduled meeting.

  2. Click on the Pre-meeting prep tab to review prep notes that Jump has created for the relevant Zoho CRM contact listed on the meeting.

After a meeting

  1. Go to Meetings > AI-Processed and select the specific meeting.

  2. Go to the Meeting notes tab to review and edit the notes Jump took from the meeting.

  3. In the Automations panel on the right-hand side, choose what to sync to Zoho CRM:

    1. Sync meeting notes to a related Contact or Account in Zoho CRM.

    2. Create Zoho CRM tasks from action items, including assignee and due date.

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
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Need more help?

Email us at [email protected] or start a chat in the Jump portal.

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