Jump + Redtail Integrations
Put Jump + Redtail to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Jump and Redtail
See the kind of workflows teams build with Jump and Redtail below — describe the exact one you want above and the Agent builds it on demand.
Jump + Redtail
When a new meeting is processed in Jump, automatically log the summary and create activities in Redtail CRM.
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Jump, automatically create or update their contact profile and log the activity in Redtail.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Jump, automatically create a new sales deal in Redtail so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Redtail, automatically instruct Jump to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Jump and Redtail?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Jump and Redtail
Everything Jump and Redtail can do inside a workflow — the triggers that start one and the actions that run when it fires.
Jump Explore Jump →
Jump is an artificial intelligence workflow application designed for financial advisors to automate client notes and task management.
TriggersTriggers when a meeting is processed in Jump.
Triggers when a meeting is scheduled through a booking window.
Triggers when a new note is created in Jump.
Triggers when a pre meeting prep generated in Jump.
Triggers when a new task is created in Jump.
Redtail Explore Redtail →
Redtail CRM is a web-based customer relationship management platform designed specifically for financial advisors and wealth management professionals.
Knit's Integrations Agent builds Redtail's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Redtail's API.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Jump + Redtail
Is there a pre-built Jump + Redtail automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Jump and Redtail's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Jump or Redtail connector?
No. The Agent works whether or not Jump or Redtail already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Jump are immediately passed to Redtail as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Jump, details and interaction logs can automatically update contact profiles or deal stages in Redtail.