Why it helps to connect your email and calendar to Jump
If you connect Jump to your calendar, Jump can identify upcoming meetings and display them in the Upcoming tab. If one of these calendar events includes a web conferencing link (Zoom, Google Meet, Microsoft Teams, etc.) Jump can automatically send the notetaker to the video call.
*Once you have your events showing up in the Upcoming tab, check out our help center article on how Jump can send the notetaker automatically to your scheduled video calls.
Connecting your calendar to Jump also enables Jump to identify which client the meeting is with, and generate pre-meeting prep for that meeting.
If you connect Jump to your email, when Jump generates a recap email for you to send to a client, you can open that draft directly in your email client, edit it, and send it from there.
Which emails and calendars can you connect, and how do you connect them
Jump lets you pull in calendar events from:
Google Calendar
Microsoft Outlook
Microsoft Exchange
RedTail Calendar
Wealthbox Calendar
For Google, Outlook, and Exchange, if you didn't connect them during the onboarding flow, you can connect them by going here (User Settings -> Integrations) and clicking "Connect" next to the associated calendar:
This will also let you connect Jump to the associated email.
Check out this help center article if you need to connect Jump to Exchange.
For Redtail and Wealthbox, you connect to your calendar by going to the "CRM Integrations" list here (User Settings -> Integrations) and clicking connect next to Redtail.
Once you've done this, Jump will have access to your calendar, but that won't necessarily mean it's pulling in everything from each of these sources. (One person can have access to multiple Google Calendars, for example.)
To configure which calendar(s) you want pulled into Jump, you can go here (User Settings -> Preferences), add the calendar to your calendar list, and click "Save":
