Who has access to this feature?
Full users
Lite users who are Team admin
Note: To learn about how and why to connect your CRM to Jump, see here.
After a meeting has been captured by the Jump notetaker, Jump will automatically generate meeting notes using the template applied to the detected meeting type.
The AI output you see is not set in stone. You can edit the notes in Jump before syncing them to your CRM.
How to edit your meeting notes
Go to the AI-processed tab and click on your desired meeting. Access the meeting notes by clicking into the Meeting notes tab.
You can edit the notes by clicking on the Edit button in the top right corner above the meeting notes.
Jump will open an editing window where you can make your desired adjustments to the note. Once you’re ready to sync it to your CRM, click on the Review & sync button to open up the window for the relevant automation.
If you're not ready to sync, simply click the green Done button to save your changes.
How to sync notes to your CRM
If you don't need to edit the note, you can jump right to the Review & sync window by clicking on the button with your CRM symbol in the top right corner of the meeting page. It will say something like “Update Event” or “Create a Note”.
This will open a modal where you can select the relevant record to sync the note to (the contact, account, etc.). You can then adjust or edit all of the fields on the note (due date, description, assignee).
Once you’ve made your selection and filled out the required fields, you can sync the note to your CRM by clicking on the Sync to [CRM] now button.
What if I'm not seeing an option to sync to my CRM?
If you're not seeing an option to sync the note to your CRM, this probably means you connected your CRM to Jump after you had already gone through the onboarding process and received your default note templates.
Reach out to the Jump support team using the messenger on the bottom-right corner of this screen (or the bottom-right corner of my.jumpapp.com) and we can adjust your automations accordingly.
Once these changes are made, you'll then need to reprocess any past meetings to generate the correct automation for note-syncing to your CRM.
What if I want to sync to a different object than the one Jump is presenting?
You can adjust which object in your CRM your note is syncing to. Here are the steps to do so:
Go to User settings > Automations
Scroll down to the relevant action (e.g., "Add note to contact"), and click on it
Click next to the Parent record types field to open the dropdown menu and select the record type in your CRM that you'd like to sync notes to.
Click the green Save and close button at the bottom of the window to save your changes.
This will automatically apply to future meetings that Jump captures and detects as the corresponding meeting type. To apply these automations to past meetings, you'll need to reprocess it to see this as an option.
Jump pulls in a variety of fields from each CRM that is integrated with Jump. To view available fields for Wealthbox and Redtail users, see this help article: Redtail and Wealthbox CRM Objects and Fields Available to Use in Jump.
Need help syncing notes to your CRM? Reach out to [email protected] for assistance.
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