Jump

Jump

Jump

How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
How it works: Jump
Categories:
CRM
+1
Overview

Jump is an adaptive AI sales assistant for wealth managers that transforms meetings into notes, tasks, and follow-up messages — in your style, and with compliance always top-of-mind.


Jump's integration with Zoom imports your client meetings into the Jump app, where you can customize automations that will:


Write comprehensive meeting notes in your style

  • Sync notes to your CRM, including Salesforce
  • Add necessary compliance notes
  • Automatically parse and generate tasks from the meeting
  • Generate follow-up messages that include notes, tasks, or other action items.


Notes:


  • Requires a Jump account
  • Adds a notetaking bot to your Zoom meeting
  • Call notes will be available within a few moments of meeting completion
Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with you and others who participate in Zoom experiences with you

May include name, display name, email address, phone number, user ID, and other profile information.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with you and others who participate in Zoom experiences with you

Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

Meeting

meeting_token:read:local_recording, meeting:read

Recording

recording:read, recording:write

User

user:read, user_zak:read

NEW
Essential Apps
These apps have paid features that are available for free for Pro, Business, and Business+ accounts.