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LeadCenter.AI Integration

Integrate Jump with LeadCenter.AI to bring data including Appointments, Calendar, Contacts, Notes, and Tasks directly into your Pre-Meeting Prep

Written by Kyle Copier
Updated today

Who should connect to LeadCenter.AI?

  • Full users on Ramping, Core, or Scale (legacy)

  • Full users on Meet

What the integration does

The Jump integration with LeadCenter.AI brings data including Appointments, Calendar, Contacts, Notes, and Tasks directly into your Pre-Meeting Prep, allowing you to:

  • View account info

  • Automatically link LeadCenter.AI clients to your Jump contacts

  • Auto-create Tasks and kick off Workflows from Jump.

  • Sync Jump meeting notes to LeadCenter.AI
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Connecting LeadCenter.AI to Jump

  1. Navigate to Profile & Settings > User Settings > Integrations in Jump

  2. Click Add an Integration

  3. Find LeadCenter.AI under the CRM category

  4. Click Add Integration

  5. You'll be redirected to LeadCenter.AI to authorize the connection.

FAQs

  • How does Jump link LeadCenter.AI clients to my contacts?

    • Jump links LeadCenter.AI clients to existing Jump contacts using email address matching. If the email addresses match, the LeadCenter.AI client will be tied to your Jump contact. If there's no match, the LeadCenter.AI client won't be automatically linked.

  • Which values does Jump pull from LeadCenter.AI for Pre-meeting prep?

    • Appointments, Calendar, Contacts, Notes, Tasks
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