Who should connect to MedicarePRO?
Full users on Ramping, Core, or Scale (legacy)
Full users on Meet
What the integration does
The Jump integration with MedicarePRO brings data including Appointments, Calendar, Contacts, Notes, and Tasks directly into your Pre-Meeting Prep, allowing you to:
View account info
Automatically link MedicarePRO clients to your Jump contacts
Auto-create Tasks and kick off Workflows from Jump.
Sync Jump meeting notes to MedicarePRO
Connecting MedicarePRO to Jump
Navigate to Profile & Settings > User Settings > Integrations in Jump
Click Add an Integration
Find MedicarePRO under the CRM category
Click Add Integration
You'll be redirected to MedicarePRO to authorize the connection.
FAQs
How does Jump link MedicarePRO clients to my contacts?
Jump links MedicarePRO clients to existing Jump contacts using email address matching. If the email addresses match, the MedicarePRO client will be tied to your Jump contact. If there's no match, the MedicarePRO client won't be automatically linked.
Which values does Jump pull from MedicarePRO for Pre-meeting prep?
Appointments, Calendar, Contacts, Notes, Tasks