Integrations
Connecting Jump with CRMs, financial planning tools, communication tools, and other platforms.
By Bailey and 3 others4 authors43 articles
- How and why to connect my CRM to JumpIntegrate Jump with your CRM to produce pre-meeting prep notes and reduce the need for manual data entry.
- How to configure Zoom and connect it to JumpLearn how to connect Jump to Zoom, and how to adjust your Zoom settings so that your Jump notetaker can successfully capture meetings.
- How and why to connect Microsoft Exchange to JumpComplete the Microsoft Exchange integration so Jump can access your upcoming calendar events.
- How to work with the Redtail Calendar in JumpWhy connect your Redtail Calendar to Jump and how to configure it properly
- Redtail and Wealthbox CRM objects and fields available to use in JumpFor pre-meeting prep and post-meeting notes and tasks, Jump users can sync to a variety of objects and fields in Redtail and Wealthbox.
- HubSpot IntegrationHow to connect your Jump and Hubspot accounts
- Advyzon IntegrationSync notes, tasks, and more between Jump and Advyzon.
- RightCapital IntegrationLearn how the integration between Jump and RightCapital works!
- SmartOffice IntegrationSync meeting notes and tasks, and pull SmartOffice data into Jump for Pre-Meeting Prep.
- eMoney IntegrationLearn how the integration between Jump and eMoney works!
- AdvisorEngine IntegrationConnect your AdvisorEngine account to Jump to strengthen pre-meeting prep and streamline your post-meeting workflows.
- Redtail IntegrationConnect Redtail to Jump to sync your calendar, get richer pre‑meeting prep for upcoming meetings, then sync post‑meeting notes and follow‑ups back to Redtail.
- Wealthbox IntegrationHow to set up and use the Wealthbox Integration with Jump for easier pre- and post-meeting workflows.
- Zoom Phone integrationUse Jump to take notes and generate post-meeting automations from your Zoom Phone calls.
- Quivr IntegrationJump’s integration with Quivr connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.
- XLR8 IntegrationJump’s integration with XLR8 connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.
- Practifi IntegrationJump’s integration with Practifi connects your CRM data with your meeting workflow for better pre-meeting prep and streamlined post-meeting actions.
- Salesforce IntegrationConnect Jump with Salesforce to streamline pre‑meeting prep and sync notes and tasks to the right Salesforce records.
- Fix for Salesforce OAuth connection errorsSalesforce recently tightened OAuth permissions. If connecting Salesforce to Jump fails, your Salesforce admin likely needs to approve Jump as a connected app.
- Zapier IntegrationUse the Zapier integration to connect Jump to your external tools without needing a direct integration.
- Zoho CRM IntegrationIntegrate Jump with Zoho CRM to streamline client data sharing between the two platforms.
- Box IntegrationSave Jump meeting notes as PDFs directly to your firm’s Box folders — no downloads or renaming required.
- Asset-Map IntegrationStreamline data sharing between Jump and your financial planning tool.
- Microsoft Teams Phone IntegrationConnect Microsoft Teams Phone to automatically pull recorded calls into Jump as meetings so notes, follow-up tasks, recap emails, and other outputs can be generated.
- TaxStatus IntegrationConnect TaxStatus to bring IRS‑verified tax data directly into Jump’s Pre‑Meeting Prep so advisors can prep faster with accurate, high‑trust information.
- GoTo Connect IntegrationUse the GoTo Connect integration to automatically bring recorded inbound and outbound phone calls into Jump so they are processed just like any other meeting.
- SharePoint IntegrationSave Jump meeting notes as PDFs directly to your firm’s SharePoint folders — no downloads or renaming required.
- Hubly IntegrationConnect Jump with Hubly’s workflow engine so that advisors can kick off the right workflows directly from Jump follow-ups.
- Black Diamond IntegrationLearn how to set up and use Jump's integration with Black Diamond
- Jump for RedtailUse Jump from inside your Redtail account through an embedded (in‑app) experience.
- How to connect Vonage to JumpJump’s Vonage integration allows you to capture business phone calls and automatically generate meeting notes, transcripts, summaries, and action items.
- Holistiplan IntegrationConnect Holistiplan to Jump to include client tax planning data in your pre-meeting prep notes.
- Orion IntegrationConnect your Orion account to Jump to get client account information included in pre-meeting prep notes.
- Wealth.com IntegrationConnect your Wealth.com account to Jump to enable seamless data sharing between the two platforms.
- Schwab IntegrationConnect your Schwab account to Jump to get custodian data included in your pre-meeting prep notes for a client.
- How to integrate Karbon with Jump
- Google Drive IntegrationSave Jump meeting notes as PDFs directly to your firm’s Google Drive folders
- How to connect Webex Calling to JumpConnect Webex to make or receive calls using your Webex Calling phone number.
- LeadCenter.AI IntegrationIntegrate Jump with LeadCenter.AI to bring data including Appointments, Calendar, Contacts, Notes, and Tasks directly into your Pre-Meeting Prep
- How to integrate Intulse (VoIP) with JumpSet up Intulse to capture client calls
- MedicarePRO IntegrationLearn how to connect Jump to MedicarePRO
- Open a Schwab account from JumpLearn how to open a Schwab account from Jump using the Open accounts panel.
- How to use Jump's MCP Client(s)Learn how to connect Claude to Jump