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
Connecting LeadCenter.AI to Jump
Navigate to Profile & Settings > User Settings > Integrations in Jump
Click Add an Integration
Find LeadCenter.AI under the CRM category
Click Add Integration
You'll be redirected to LeadCenter.AI to authorize the connection.
Using the LeadCenter.AI integration
Before a meeting
Click on the Upcoming tab and select a scheduled meeting.
Go to the Pre-meeting prep tab and view the information Jump compiled using contact and client data from LeadCenter.AI, including Appointments, Calendar, Contacts, Notes, and Tasks.
After a meeting
Go to your AI-processed tab in Jump and click on a meeting.
Review the Meeting notes for accuracy.
Navigate to the Automations section on the right-hand side of the screen.
Use the provided automation tiles to sync the meeting note and kick off workflows in LeadCenter.AI.
Below, in the Follow-up tasks section, click Sync to LeadCenter.AI to push tasks to your CRM.
Go into LeadCenter.AI to confirm the information has synced correctly.
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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