Connect AdvisorEngine so Jump can push notes and tasks, update fields, and prep meetings.

Connect eMoney so Jump can keep your financial planning data up-to-date.

Connect Intulse so Jump can automatically join and record phone calls.

Connect Practifi so Jump can sync notes, tasks, and field updates across records.

Connect XLR8 so Jump can push notes and tasks, update fields, and prep meetings.

Connect Advyzon so Jump can sync meeting notes, tasks, and updates with your CRM.

Connect RightCapital so Jump can keep your financial planning data up-to-date.

Connect Quivr so Jump can push notes and tasks, update fields, and prep meetings.

Connect Dialpad so the notetaker can automatically join and record meetings even when the host is not present.

Connect Dynamics 365 Sales so Jump can sync client data and reduce post-meeting tasks.

Connect LinkedIn to turn meeting conversations into draft marketing content you can post.

Connect Microsoft Exchange so Jump can manage follow-ups and calendar workflows automatically.

Connect SmartOffice so Jump can sync notes, tasks, and field updates with your CRM.

Connect Google Calendar to let Jump draft emails, manage invites, and schedule the notetaker for meetings.

Connect Google Meet so Jump can record meetings and trigger workflows. Include the Meet link in the calendar event.

Connect GoTo Meeting to enable the notetaker to join and record meetings even if you are not present.

Connect HubSpot to automatically update CRM records after conversations with clients and prospects.

Connect Microsoft 365 so Jump can draft emails, manage your calendar, and schedule the notetaker for meetings.

Connect Microsoft Teams to let the notetaker join, record, and trigger meeting automations. Make sure to include the Teams link in your invite.

Connect Redtail to keep CRM data up to date after every client conversation.

Connect RingCentral so the notetaker can automatically join and record meetings, even if the host is not present.

Connect Salesforce so Jump can automatically update CRM fields after meetings.

Connect Wealthbox so Jump can update CRM fields after meetings and save time on follow-ups.

Connect Webex so the notetaker can automatically join and record meetings, even if the host is not present.

Connect Zoom so the notetaker can automatically join and record meetings even if you are not the host or are not present.