CRM sync
How CRM integrations work, and how to sync Jump tasks to your CRM
How to sync Jump tasks to my CRMTransfer tasks to your CRM after a meeting.
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 sync tasks as all-day activities in RedtailA guide for changing the default task settings in Jump
HubSpot IntegrationHow to connect your Jump and Hubspot accounts
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.
How to access Redtail task templatesUse pre-built task templates to sync tasks from Jump to Redtail.
Options for updating an object in my CRMLearn how you can combine Jump's notes with pre-existing fields in your CRM
Advyzon IntegrationSync notes, tasks, and more between Jump and Advyzon.
SmartOffice IntegrationSync meeting notes and tasks, and pull SmartOffice data into Jump for Pre-Meeting Prep.