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NM Connect Integration

Bring key details from NM Connect into Jump

Written by Kyle Copier

Who should connect to NM Connect?

  • All Northwestern Mutual users

What the NM Connect integration does

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

  • View account info

  • Automatically link NM Connect clients to your Jump contacts

  • Sync Jump meeting notes to NM Connect

  • Generate meeting prep using NM Connect contacts in Jump

  • Query a meeting using Ask anything

  • Send meeting recap emails

  • Generate follow-up tasks from meetings
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How to integrate NM Connect with Jump

If you did not integrate with NM Connect during your initial account setup, you can do so at any time by following these steps:

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

  2. Click + Add an Integration
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  3. Find NM Connect under the CRM category

  4. Click Add Integration
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  5. You'll be redirected to NM Connect to authorize the connection.
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Frequently asked questions (FAQs)

Which values does Jump pull from NM Connect for pre-meeting prep?

When generating meeting prep notes, Jump can pull relevant contact details from the following objects in NM Connect: Appointments, Calendar, Contacts, Notes, Tasks
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