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 your CRM to Jump
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.