Why should I connect my CRM to Jump?
Connecting your CRM to Jump helps is two ways:
It lets you sync tasks, notes, and more to your CRM.
It lets you pull in information from your CRM for pre-meeting prep.
Which CRMs does Jump work with?
Right now, Jump integrates with Salesforce, Wealthbox, and Redtail.
If there's another CRM you'd like us to integrate with, please let us know at [email protected]! We keep track of these requests, and use them to prioritize our roadmap. Also, we recommend reaching out to your CRM and tell them you'd like them to integrate with Jump. This helps a lot!
How do I connect my CRM to Jump?
Go here (User settings -> Integrations), click connect under the relevant CRM, and follow the login instructions.
Afterwards, there will be a green "Connected" button to the right of the integration logo:
If you want to connect to your Salesforce sandbox, reach out to us at [email protected] beforehand so we can first change a setting for your user account to make this possible.