Integrations
Connecting your calendar, CRM, financial planning tool, and more.
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!