Who Can Use This?
All users
Note: This integration is currently in private beta. To be added, reach out to [email protected] or reach out to Redtail.
Step 1: Enable Jump embedded integration (Redtail admin)
In Redtail, go to your database’s Integrations management area. (crm.redtailtechnology.com/integrations)
Find Jump.
Turn the integration On.
Click the settings cog next to Jump and then click settings.
Click “Authorize Access to Jump.”
Step 2: Connect your Jump account (each user)
The Jump panel will appear.
Click Authorize.
You will be redirected back to Redtail and the embedded Jump experience will load.
Troubleshooting
I don’t see Jump in Redtail
Confirm your Redtail admin enabled Jump for your Redtail database.
I’m getting an auth error, or the embed is blank
Refresh Redtail.
Re-open the Jump area.
In the Jump integration settings in Redtail, disconnect and reconnect.
It worked yesterday but not today
Reconnect your Jump account from Redtail’s Jump settings.