CRM Integration
Jump +Salesforce
Salesforce is a CRM platform used by advisors to manage client relationships, track activity, and centralize firm data. Connect Salesforce to Jump to automatically sync meeting notes, tasks, and client updates—so your CRM stays accurate without manual data entry.
Key Benefits
Automatic CRM updates
Sync meeting notes, tasks, and follow-ups to Salesforce after every meeting—without retyping or copy-pasting.
Cleaner, more consistent records
Ensure every client conversation is documented the same way, keeping Salesforce data accurate and reliable.
Stronger meeting preparation
Pull relevant Salesforce context into Jump before meetings so advisors start conversations informed and prepared.
Less admin, more advising
Reduce time spent updating Salesforce and redirect that time toward clients and planning.
Feature Details
Bidirectional Data Sync
Jump pulls relevant client and account data from Salesforce for meeting prep and pushes approved notes and tasks back after meetings.
AI-Generated Meeting Documentation
AI-Generated Meeting Documentation
Task Creation & Management
Create Salesforce tasks directly from Jump meeting follow-ups, with flexible assignment and status handling.
Custom Object & Field Support
Support for standard and custom Salesforce objects allows Jump to adapt to each firm’s unique CRM configuration.
Built for Wealth Management Workflows
Out-of-the-box compatibility with Salesforce-based platforms like Financial Services Cloud, Practifi, and XLR8.
How it Works
Connect Salesforce to Jump
Authenticate with your Salesforce credentials during onboarding or from your Jump integration settings.
Prepare with CRM context
Jump automatically pulls relevant Salesforce data into pre-meeting prep.
Sync notes and tasks
After meetings, review and approve AI-generated notes and tasks, then sync them directly to Salesforce.
Resources
Help Center Article
Step-by-step guidance to help you get answers and move forward quickly.
Onboarding Webinar
Join a live, daily walkthrough to get set up and ask questions in real time.
Customer Support
Get account help, product support, or give feedback.