CRM sync
How CRM integrations work, and how to sync Jump tasks to your CRM
How CRM integrations work
How to sync Jump tasks to your CRM
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 Templates?
Options for updating an object in your CRMLearn how you can combine Jump's notes with your 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.