Who can use this feature?
All users
The Contacts tab in Jump provides a unified place to manage and view client information, including:
Meetings
Notes
Tasks
AI-generated insights
Linked documents
Contacts can come from:
Your connected CRM (auto-imported)
Manual creation
Meeting participants
CSV imports (via support)
This allows you to prepare for meetings more effectively by connecting historical data with specific people.
Key things to know
Jump can store and manage contacts with or without a CRM
Contacts are matched and deduplicated by email address
CRM contacts become first-class records in Jump
Contacts remain in Jump even if a CRM is disconnected
Jump combines CRM data + meeting insights into a single profile
Each Jump contact can be associated with one CRM record at a time
Household contacts are imported automatically from connected CRMs, and can also be created directly in Jump
Where to find Contacts
Open Jump
Navigate to Contacts in the main navigation menu
This page shows your full contact list in an A–Z rolodex format. You can:
Scroll alphabetically
Filter by All types, Individual, and Household
Use the search bar to find contacts by name or email
Each contact card displays badges showing which external systems the contact is connected to.
How to use Contacts
Sync contacts from your CRM
If you have a CRM connected, contacts will automatically appear in this list—no manual entry required. Jump syncs new contacts multiple times per day to keep your list up to date.
Create a contact manually
Go to the Contacts page
Click + Create Contact
Select whether you are creating an Individual or Household contact, then enter the relevant details
Click Create contact
Jump uses the email address to prevent duplicates.
If a contact with that email already exists, Jump adds the new information to the existing profile.
Create a contact from a meeting
You can also create or link contacts while reviewing meetings.
Open a meeting
Click the meeting participant
Choose Link to contact or Create contact
This connects the participant to their contact profile.
Note: Auto-creation of contacts from meeting attendees is an account-level setting. Email [email protected] to enable this for your account.
Import contacts from a CSV file
If you already have contacts in a spreadsheet, Jump can import them for you.
Note: Our team can bulk import contacts from a CSV file on your behalf.
Email [email protected] and share your CSV file to get started.
Understanding contact profiles
There are two types of contact profiles that Jump supports: Individuals and Households.
Individuals
Navigate to the Contacts tab, and filter by Individuals.
Clicking a contact opens their Contact Detail Page, which brings together everything Jump knows about that person.
The Contact Detail Page for Individuals is organized into three areas:
Left sidebar — Contact name, photo, and a New meeting button. The Connections section shows which CRMs and integrations are linked to this contact, and surfaces any integrations available to connect.
Main tabs — Past meetings (full Jump meeting history), Pre-meeting prep (AI-generated briefings you can edit or export as a PDF), and Signals (AI-generated insights about the contact).
Right panel — Quick access to Documents and Forms for this individual.
Delete a contact
You can delete a contact from the Contact Detail Page by clicking on the kebab menu > Delete contact. The contact will be deleted from Jump only if it is not actively connected to a CRM.
If the contact is still stored in your connected CRM, you'll need to delete it from that platform (e.g., Redtail, Wealthbox, Salesforce).
Households
A Household in Jump represents a parent record that groups individual contacts together—mirroring the household relationships you manage in your CRM.
Navigate to the Contacts tab, and filter by Household.
Household contacts appear automatically for accounts with active integrations to Salesforce, Microsoft Dynamics, Redtail, or Wealthbox. You can also create a Jump-native household directly in the app by clicking + Create Contact and selecting Household.
Clicking a Household contact opens their Contact Detail Page, which brings together everything Jump knows about that Household.
The Contact Detail Page for Households is organized into two areas:
Left sidebar — Household name and the Connections section which shows which CRMs and integrations are linked to members of this household, and surfaces any integrations available to connect.
Main tabs — Members, Past meetings (full Jump meeting history), and Documents.
How Jump Contacts work with your CRM
Jump supports integrations with:
Salesforce
Redtail
Wealthbox
HubSpot
Microsoft Dynamics
SmartOffice
Advyzon
When a CRM is connected:
Contacts are imported and matched by email
No duplicate contacts are created
Household relationships are imported automatically for Salesforce, Microsoft Dynamics, Redtail, and Wealthbox
Important behaviors:
CRM data always takes priority
Jump adds meeting insights and manual information without overwriting CRM data
If you disconnect your CRM, all contacts and meeting data remain in Jump
Note: Advyzon contacts cannot be bulk imported at this time. However, contacts will be auto-imported to Jump when email addresses for those contacts are found in a calendar event. Advyzon contacts can also be manually linked to Jump via the search bar in the Contacts tab.
Note: Full custom mapping support is available for Salesforce and Microsoft Dynamics 365. Reach out to [email protected] for more information.
Contact visibility and team sharing
Contacts are shared across your team, meaning everyone can see the same contact list.
However, certain details may only be visible to specific users.
CRM data is visible only to the user who connected that CRM
Manually added contact details are visible to the person who created them
Meeting notes and AI insights follow the meeting’s access permissions
Note: By default, manually added contact information is only visible to the person who created it. Email [email protected] to enable account-wide contact sharing so all users can see all contact details.
How to add contacts to past meetings
You can link contacts to past meetings that were captured and processed by Jump. This may be useful when clients were not listed as attendees before the meeting occurred, like for in-person or impromptu meetings.
Go to Meetings > AI-processed and click on the specific meeting.
Click the Edit button to the right of the existing attendees.
In the pop-up window that opens, click into the Meeting attendees field, and start typing the contact you want to add. Available contacts that match will appear.
Select the relevant contact to add them to the meeting.
You can also remove attendees from the meeting by hovering over a name and clicking on the trash can icon that appears.
Before exiting, click the green Save button to confirm your changes.
Frequently asked questions (FAQs)
What happens if I disconnect my CRM?
Your contacts and meeting data remain in Jump. Nothing is deleted.
Can Jump prevent duplicate contacts?
Yes. Jump matches contacts by email address and merges information into a single contact record.
Can I delete contacts?
Yes. Contacts can be deleted from their Contact Detail Page, as long as they are not actively connected to a CRM. Keep in mind that all meetings, meeting prep, reports, and AI outputs for that contact will be lost once the contact is deleted.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]