# Jumpix > Jumpix is an AI-powered lead management and sales automation platform. It captures leads from Google Ads, Meta, Instagram, TikTok, website forms and WhatsApp, scores buyer intent with AI, runs WhatsApp and email follow-up sequences, and uses AI agents trained on your knowledge base to qualify leads and book meetings. Key facts: - Category: AI lead management and sales automation software (B2B SaaS) - For: Sales and marketing teams, agencies and SMBs that generate inbound leads - Website: https://jumpix.app - Summary for AI assistants: https://jumpix.app/llms.txt - Contact: https://jumpix.app/contact --- ## Pricing URL: https://jumpix.app/pricing Every plan includes the unified inbox, lead scoring and email + WhatsApp sequences. Higher plans add AI volume, channels and prospecting tools. ### Free: $0/mo Free to start, no time limit. - Unified inbox (WhatsApp, email, Instagram) - AI intent scoring - 50 AI replies / month - 3 active sequences - Gmail, WhatsApp, Meta & Google Ads ### Starter: $19/mo For small teams getting organised. - Everything in Free - 500 AI replies / month - 15 active sequences - Google Calendar, team & webhooks - Activity log ### Growth: $39/mo For teams capturing more demand. - Everything in Starter - 2,000 AI replies / month - 30 active sequences - Website chatbot & WhatsApp widget - B2B database ### Pro: $69/mo For teams that want AI on autopilot. - Everything in Growth - 5,000 AI replies / month - 50 active sequences - AI agent training (knowledge base) - Priority support ### Business: $99/mo For high-volume inbound and outbound. - Everything in Pro - 20,000 AI replies / month - Google Maps lead agent (3,000 leads / mo) - AI avatar meetings (15 / mo) - Landing pages & booking pages Prices in USD, billed monthly. Limits shown per account. Need annual billing or help migrating? Contact us. --- ## Frequently Asked Questions Q: What is Jumpix exactly and how does it differ from a CRM? A: While a CRM is a system of record, Jumpix is an execution layer. It gathers leads from various channels (Google Ads, WhatsApp, Forms), scores them using AI, and manages automated follow-up sequences via Gmail and WhatsApp. It allows you to run your operations in Jumpix without cluttering your CRM, syncing only qualified leads. Q: Can Jumpix find new leads, or only handle inbound? A: Both. Jumpix is built around inbound: it captures leads from Google Ads, Meta, WhatsApp and web forms and answers them instantly. For outbound, Growth and above include a B2B database you can search by industry, role and location, and the Business plan adds a Google Maps lead agent that imports local businesses on a schedule (3,000 leads a month included). Q: How does the AI work? Will it really save my team time? A: It's more than a chatbot. The agent is trained on your documents, FAQs and website, understands what the lead is asking, answers in your brand's voice, books meetings on your calendar and hands the conversation to your team when a human is needed. Your reps stop doing first-line triage and only step in on qualified conversations. Q: Are the WhatsApp and Gmail integrations secure? A: Yes. WhatsApp runs through Meta's official WhatsApp Business API, and Gmail and Google Calendar connect via Google OAuth, so we never see your password. Data is encrypted in transit and used only for the flows you set up. Deliverability safeguards such as daily send limits, unsubscribe links and suppression lists are built in. Q: Which CRMs and tools do you integrate with? A: We offer native integrations with popular CRMs like HubSpot, Salesforce, Pipedrive, Zoho, and Close, as well as Slack, Discord, and Google Sheets. We also support webhooks to connect with your existing stack in minutes. Q: Can I really manage everything in "one single flow"? A: Absolutely. You can build the "Capture -> Score -> Sequence -> Meeting -> Sync" cycle as a single Revenue Workflow within Jumpix. We close all the operational gaps between lead capture and pipeline visibility. --- ## Features ### Build a lead capture flow that answers every inbound lead within seconds and scores it by intent URL: https://jumpix.app/features/lead-capture Jumpix unifies lead forms, webhooks, widgets, and inbound messages into one structured intake layer so your team can qualify faster, route cleaner, and launch follow-up without manual triage. - **Lower first-response delay**: Route every new lead into one shared queue so sales and ops can take action in minutes, not after spreadsheet cleanup. - **Protect campaign context**: Keep source, campaign, form, and message metadata attached to every record so teams know exactly what to say next. - **Launch follow-up automatically**: Trigger sequences, CRM sync, Sheets updates, and team alerts as soon as intake is complete to avoid lead decay. #### Bring every inbound source into one command center Revenue teams lose speed when capture lives in many disconnected tools. Jumpix centralizes intake without forcing you to rebuild your stack. - Google Ads and Meta lead form submissions - WhatsApp widget requests and inbound conversations in the same queue - Signed form webhooks, manual entries, and spreadsheet imports with shared ownership #### Standardize records before they hit sales High-performing teams do not forward raw submissions. They hand over records that are already clean, contextual, and action-ready. - Normalize name, email, phone, and source fields - Attach campaign, form, widget, and message context to every lead profile - Reduce context-free handoffs before enrichment, scoring, and outreach #### Move from intake to qualification without delays The value of lead capture appears in the next step. Jumpix helps teams turn new demand into scored, prioritized, and owned pipeline motion. - Push cleaned records into enrichment and AI-supported qualification flows - Prioritize high-intent leads so reps spend time on the right opportunities - Keep pipeline visibility aligned with real inbound volume and source quality #### Connect capture to your operating stack A convincing lead capture system does more than collect forms. It activates notifications, follow-up, and data sync across the tools your team already uses. - Auto-enroll matching leads into sequences - Sync records into CRM systems and Google Sheets when integrations are active - Notify teams through Slack, Discord, webhooks, and shared pipeline views #### FAQ Q: How fast can we go live with lead capture? A: Most teams start with one or two active sources first, then expand. Because Jumpix supports ads, forms, webhooks, WhatsApp, and imports in the same model, rollout is usually incremental and low risk. Q: Can we keep our existing CRM and reporting setup? A: Yes. Jumpix is designed as an execution layer, not a forced replacement. Teams can sync to CRM, export to Sheets, and trigger notifications while preserving their existing downstream process. Q: Why does Jumpix focus on what happens after the form fill? A: Because revenue outcomes depend on what happens after form submission. Clean records, source context, ownership, and automated next actions are what turn inbound demand into qualified pipeline. ### Convert messy lead inflow into a sales-ready pipeline URL: https://jumpix.app/features/lead-enrichment Jumpix enriches incoming leads with source, company, and activity context so your team can qualify faster, route with confidence, and launch follow-up without manual patchwork. - **Faster first response**: Give reps complete lead context at first touch so high-intent opportunities stop waiting in triage. - **Higher qualification quality**: Standardized contact and company fields help your team score, segment, and assign ownership with fewer mistakes. - **Reliable downstream handoff**: Push ready-to-work records into CRM sync, Sheets exports, and sequence enrollment without cleanup loops. #### Unify every lead source into one clean record Whether demand comes from ads, forms, WhatsApp, imports, or manual entry, enrichment keeps context intact and operations consistent. - Preserve campaign, channel, and conversation context from first capture - Normalize name, email, phone, and company details before rep handoff - Reduce duplicates and incomplete records entering active queues #### Turn enrichment into routing confidence Good routing is a data problem first. Jumpix prepares each record so qualification and ownership decisions are based on signal, not guesswork. - Prepare imported lists and campaign batches for instant grouping and segmentation - Feed cleaner context into scoring views and pipeline stages - Route each lead to nurture, owner queues, or immediate follow-up with clear rules #### Protect CRM and sequence quality at scale Enrichment is where revenue hygiene starts. Clean records keep every connected system reliable as volume grows. - Sync trusted records to HubSpot, Salesforce, Pipedrive, Zoho, Close, and Copper - Export clean operational lead sets to Google Sheets for team collaboration - Trigger sequence enrollment and handoff workflows with fewer manual fixes #### FAQ Q: Why does enrichment matter before scoring or outreach? A: Because low-quality records create slow response times and bad routing. Enrichment gives your team the minimum reliable context needed to prioritize and act fast. Q: Can Jumpix enrich leads coming from different channels? A: Yes. Jumpix supports enrichment across ad leads, form submissions, WhatsApp conversations, imports, and manually created records so teams can operate from one standard. Q: What changes after lead data is cleaned? A: Teams spend less time fixing records and more time closing pipeline. Qualified leads move faster into ownership, sequences, CRM sync, and meeting workflows. ### Turn scattered demand into a revenue-priority queue URL: https://jumpix.app/features/lead-scoring Jumpix combines source context, qualification signals, enrichment quality, and engagement activity to reveal which leads deserve immediate sales attention, which need nurture, and which should stay out of your high-cost pipeline. - **Higher-speed qualification**: Expose high-intent leads in seconds so reps spend early-day capacity on buyers who are most likely to move now. - **Cleaner team focus**: Keep low-fit, incomplete, or early-stage records out of the urgent queue and reduce wasted follow-up effort across sales and marketing. - **Action-ready operations**: Use score thresholds as clear triggers for ownership, sequences, manual review, and pipeline stage movement. #### Build trust with explainable scoring signals Great lead scoring is not a mystery number. It should mirror the real qualification logic your team already uses every day. - Combine source, campaign, company fit, enrichment quality, and conversation activity in one score layer - Blend AI-assisted qualification with team-owned rules so reps can understand why a lead is prioritized - Show scoring reasons directly on lead and pipeline records to remove handoff ambiguity - Protect data quality with required fields before a record can enter the priority queue #### Turn score into response-time advantage Scoring creates revenue impact only when it changes execution speed. Jumpix helps you convert score into immediate action paths. - Route high-score leads to the correct owner and channel without manual triage - Trigger immediate follow-up sequences for hot leads and smart nurture for mid-intent leads - Use thresholds to split qualified, nurture, unqualified, and manual-review paths early - Set SLA-friendly queues so first-response goals are easier to hit during peak demand windows #### Prove scoring impact with downstream outcomes Teams keep using scoring when they can see clear performance feedback in pipeline and meeting analytics. - Track which score bands convert into qualified, booked, and won opportunities - Compare source performance against score quality to reveal campaign-level lead fit - Review score together with replies, meetings, and stage progression in the same workflow - Continuously tune qualification rules as your team learns what truly converts #### FAQ Q: What is the best starting model for lead scoring in Jumpix? A: Start simple: source quality, ICP fit, enrichment completeness, and engagement activity. Then add role-specific qualification questions. The goal is operational clarity, not mathematical perfection. Q: Can Jumpix automatically route leads based on score bands? A: Yes. You can map score ranges to owner queues, sequence enrollment, nurture paths, or manual review flows so your team reacts faster without extra triage. Q: How do we prevent scoring from becoming a black box? A: Expose score drivers on the lead record, audit score bands against qualified/booked outcomes, and update scoring rules on a fixed monthly cadence with sales and marketing together. ### Turn new leads into qualified meetings with AI-assisted multichannel sequences URL: https://jumpix.app/features/sequences Jumpix connects lead qualification, channel choice, and follow-up timing in one flow. Enroll the right leads automatically, run email and WhatsApp steps with clear delays, and manage performance from a single operating view. - **Shorter lead response time**: Trigger first outreach as soon as a qualified lead appears, so high-intent demand does not wait in a queue. - **Consistent follow-up quality**: Standardize message quality with reusable templates, channel-aware steps, and AI optimization for stronger openings. - **Predictable pipeline movement**: Track active flows, send volume, opens, and status in real time to spot bottlenecks before they impact meetings. #### Enroll only the leads that are ready Mass blasting hurts conversion. Use source, intent, and ownership signals to enroll leads at the right moment. - Target all leads, specific sources, or selected lead groups from one builder - Start sequences with practical triggers like new lead or no-response - Lock owner responsibility before the first message is sent #### Design multichannel touchpoints with control Every step should reflect channel context, message goal, and timing clarity—not guesswork. - Run email and WhatsApp in one sequence without splitting workflows - Set delay hours per step to preserve cadence across the team - Use AI icebreaker and optimize actions to strengthen copy quickly #### Operate and optimize after launch Launch is day one. Reliable growth comes from monitoring live metrics and iterating fast. - Pause, resume, edit, or remove flows from a single control surface - Filter by status to audit active, draft, and paused campaigns quickly - Follow sent volume, open rates, and sequence-level performance signals #### FAQ Q: How does Jumpix prevent irrelevant follow-up blasts? A: Sequences start with explicit entry logic such as source filters, lead groups, new-lead triggers, and no-response conditions. This keeps outreach tied to real context instead of broad, generic sends. Q: Can one team run both email and WhatsApp in the same motion? A: Yes. Teams can build a single sequence with both channels, define independent templates, and set per-step delays to match buyer intent and urgency. Q: Where does AI create value in sequence operations? A: AI can generate stronger openers, optimize existing template copy, and help teams iterate faster without rebuilding the full flow each time. ### Turn pipeline analytics into daily revenue decisions your team can execute URL: https://jumpix.app/features/pipeline-analytics Most teams already have reports, but they still miss the moment where pipeline quality drops. Jumpix brings lead volume, qualification health, follow-up performance, and meeting conversion into one operating cockpit so revenue teams can spot risk early and fix the right stage fast. - **Executive-level clarity**: Give sales and growth leaders one trusted place to review lead volume, booked meetings, response quality, and pipeline value without waiting for ad-hoc exports. - **Pipeline leak detection**: Track where leads stall across new, contacted, qualified, booked, and unqualified stages so you can intervene before missed targets show up at month-end. - **Action-ready insights**: Translate dashboard signals into concrete next steps for source mix, scoring rules, sequence timing, and handoff ownership in the same daily review loop. #### Run your daily pipeline stand-up from one command center Instead of checking spreadsheets, CRM dashboards, and channel tools separately, teams can review the full lead lifecycle in one meeting-ready view. - Start every day with total leads, booked meetings, response rate, and estimated pipeline value in one top-line summary - Compare today's trend with recent days to catch momentum loss before it affects weekly targets - Review recent leads and activity next to KPIs so decisions stay tied to real pipeline context #### Pinpoint exactly where conversion breaks Pipeline distribution and funnel transitions make root-cause analysis practical: is the problem weak intake quality, slow first contact, poor qualification, or handoff friction? - Break down lead volume by stage to see where operational queue is building - Measure stage-to-stage drop-offs from new lead to meeting booked - Separate source quality issues from execution issues in follow-up and routing #### Create a repeatable optimization rhythm across teams Analytics should trigger ownership, not just observation. Jumpix helps teams connect each metric shift to a clear owner and the next operational experiment. - When response rate drops, test sequence cadence, channel mix, and AI-assisted message quality - When lead growth softens, audit source health, ad-to-intake flow, and integration reliability - When qualified leads fail to convert to meetings, tighten scoring thresholds and handoff accountability #### FAQ Q: Which KPIs can revenue teams monitor in Jumpix? A: Teams can track total leads, response rate, qualified volume, booked meetings, estimated pipeline value, stage distribution, conversion funnel transitions, and recent activity from a single operating surface. Q: Can we tell if the bottleneck is source quality or sales execution? A: Yes. Combined trend, stage, and funnel views show whether loss begins at intake quality, first-contact speed, qualification criteria, or meeting handoff. This helps teams fix the real constraint instead of guessing. Q: How should teams turn these insights into weekly improvements? A: Run a weekly analytics review with clear owners: marketing validates source quality, revenue ops checks routing and scoring, and sales leaders tune follow-up and meeting conversion playbooks. Keep one improvement hypothesis per KPI movement. ### Find who to reach and follow up from the same place URL: https://jumpix.app/features/b2b-database Filter companies and people by industry, title and location, then add the ones you pick to an email + WhatsApp sequence in one click. No separate data tool, no moving CSVs around. - **A target list in minutes**: List the people who match your ideal customer profile with industry, title, company size and location filters. - **Straight into a sequence**: Add the list to a follow-up flow in the same workspace without exporting; replies land in the unified inbox. - **Same score as inbound**: Outbound leads are scored just like inbound requests; the team works from one queue. #### Filter, save, reuse Save the searches you use often and refresh the list when new matches appear. - Industry, title, seniority and location filters - Saved searches and lists - Duplicate people removed automatically #### Join it to a sequence Add the selected people to an existing sequence or start a new flow. - Email and WhatsApp steps in the same flow - Email warmup and daily sending limits - Stops automatically when someone replies #### FAQ Q: Which plans include the B2B database? A: Growth ($39/mo) and every plan above it. Q: Do these people show up in the same list as inbound leads? A: Yes. Outbound contacts land in your lead list and pipeline and follow the same scoring and follow-up rules. ### Add local businesses to your list automatically, every day URL: https://jumpix.app/features/maps-agent Pick an industry and a region; the agent imports the businesses on Google Maps on a schedule, extracts their contact details and moves the right ones into a follow-up flow. The Business plan includes 3,000 leads a month. - **A list that keeps filling**: The agent runs on the schedule you set; newly opened businesses join the list too. - **Region and industry targeting**: Work with narrow targets like "dental clinics in Kadıköy". - **Records ready to follow up**: Imported businesses go straight into a sequence or the sales team's queue. #### Set up the agent once Choose the search term, region and frequency; the rest is automatic. - Search by industry and location - Daily or weekly run schedule - 3,000 leads a month included (Business) #### Keep the quality up Duplicate and incomplete records are filtered out and email addresses are verified. - Duplicate check - Email verification - Source on every record #### FAQ Q: What happens when the quota runs out? A: Once 3,000 leads are reached in a month, the agent pauses until the next month. Buying extra credits is on the roadmap. ### Publish your campaign page and connect its form straight to Jumpix URL: https://jumpix.app/features/landing-pages Build a landing page in minutes with ready-made blocks. Every form submission lands in your lead list with its source and campaign, and AI replies right away. - **No waiting on developers**: Drag-and-drop editing with hero, form, testimonial and FAQ blocks. - **Form → lead → reply**: No separate form tool, Zapier or webhook to set up. - **Measured per campaign**: See in the pipeline report which page produces meetings, not just leads. #### Build with blocks Add ready-made sections, edit the copy and images, publish. - Hero, form, feature, testimonial and FAQ blocks - Mobile-friendly layout - Publish on your own domain #### FAQ Q: Which plan is it on? A: The landing page builder is on the Business plan ($99/mo). ### Let a video AI avatar run the first intro call URL: https://jumpix.app/features/ai-avatar When a lead books a slot, a video AI avatar runs the first call, asks about needs and budget and leaves the summary for your team. Your sales team only joins qualified calls. - **Independent of office hours**: Leads pick a time, even at night or on the weekend, and talk to the avatar. - **Speaks from your knowledge base**: It uses the same knowledge base as the AI agent and explains your product the way you do. - **Summary ready**: At the end of the call, the summary, intent score and next step are written to the CRM. #### How does it work? A lead coming from the booking page meets the avatar at the chosen time. - 15 calls a month on the Business plan - Call summary and recording - Handoff to the team when needed #### FAQ Q: How many calls are included? A: The Business plan includes 15 AI avatar calls a month. --- ## Solutions ### Turn raw activity into pipeline clarity URL: https://jumpix.app/solutions/analytics Jumpix analytics connects lead flow, qualification, meetings and response times so teams can see where pipeline momentum is building or stalling. - **Lead flow visibility**: Track how new demand moves through the system every day. - **Funnel awareness**: See where leads are getting stuck before the pipeline goes quiet. - **Revenue context**: Tie meetings and pipeline stages back to operational activity. #### Watch the full journey A revenue dashboard should reflect how the team actually works. - Lead volume over time - Pipeline distribution by stage - Conversion from lead to meeting #### Make insights actionable Every report points to the next action, not just a summary of the past. - Flag low response-rate periods - Suggest sequence or integration review when leads drop - Connect insights back to the right operator screen ### Turn scattered lead handling into a predictable revenue flow URL: https://jumpix.app/solutions/flow-builder Design one clear flow from lead intake to meeting booking with visible rules, AI-assisted qualification, and channel-aware follow-up. - **Faster first response**: Route each lead to the right owner or sequence in seconds instead of waiting for manual triage. - **Higher quality pipeline**: Use scoring thresholds and qualification checks so high-intent accounts get attention first. - **Confident scaling**: Add new channels, teams, and rules without rebuilding your CRM or changing your current stack. #### Model your real revenue journey Build the flow around how demand actually moves across marketing, sales, and operations. - Unify intake from ads, forms, WhatsApp, and webhooks in one entry layer - Normalize records, enrich context, and apply AI-assisted qualification - Route leads to owner, sequence, or meeting handoff based on intent and source - Keep every step auditable so teams can explain why a lead moved #### Protect control while automating Automation works best when teams can see the logic and tune it quickly. - Route leads to the right sequence or team member by source and intent score - Start Gmail or WhatsApp follow-up only once a score threshold is crossed - Stop the sequence automatically when the lead replies - Stay in sync through CRM, Slack and Sheets connections without duplicate work #### Measure and improve each handoff Flow Builder is not just for setup day; use analytics feedback to keep improving speed and conversion. - Track response time and conversion to meetings by source - Find the stage where leads stall and update the rule from the dashboard - Bring marketing and sales together in the same pipeline view #### FAQ Q: Is Flow Builder only for technical ops teams? A: No. Rules are set from the dashboard without code; sales and marketing teams can manage them themselves. Q: Can we connect Flow Builder to our existing CRM and communication stack? A: Yes. Jumpix is designed to orchestrate handoffs across existing systems such as CRM, Gmail, WhatsApp, Google Calendar, Slack, and Sheets. Q: How quickly can we launch a production-ready flow? A: Most teams start with one primary source and one qualification path, then expand step by step after measuring response time and conversion impact. ### Turn every qualified lead into a timely, personalized follow-up flow URL: https://jumpix.app/solutions/sequences Jumpix Sequences connects qualification, channel choice, and meeting intent in one operating flow so your team stops relying on memory and starts running a repeatable follow-up system. - **Respond before intent cools**: Auto-enroll high-intent leads instantly and launch the first touch while buying intent is still active. - **Keep context from source to message**: Use source, campaign, and lead signals to choose the right motion instead of sending generic batch outreach. - **Increase meetings, not message noise**: Design sequences around clear next steps, handoff rules, and meeting conversion—not just send volume. #### Build sequence entry on qualification logic The highest-performing teams treat sequence enrollment as a decision point, not a default action. - Gate entry with score thresholds, lead type, or source rules - Separate hot leads from low-intent records before launch - Align ownership so reps know who follows up and when #### Orchestrate Gmail + WhatsApp as one system Channel strategy should follow lead behavior: structured email when detail matters, WhatsApp when speed wins. - Run structured multi-step outreach in Gmail - Use WhatsApp for immediate follow-up and faster replies - Trigger calendar handoff when the conversation shows booking intent #### Manage performance like revenue ops, not bulk messaging Winning sequence operations stay visible after launch with clear status, reply signals, and optimization loops. - Monitor launch status, response signals, and team actions from one place - Pause, adjust, or relaunch motions as lead quality shifts - Tie sequence outputs to pipeline movement and meeting outcomes ### Train AI to speak in your tone and act on your workflow URL: https://jumpix.app/solutions/ai-agents Jumpix's AI configuration works best when it is tied to real brand voice, qualification criteria, and customer context instead of generic prompts. - **Brand-safe responses**: Keep replies aligned with your tone before you scale automation. - **Smarter qualification**: Use account knowledge and operator rules to decide what deserves follow-up. - **Less manual coaching**: Document business context once instead of repeating the same guidance every week. #### Train with real context AI should learn from the business you actually run. - Brand voice and answer style - Knowledge base for products, services, and policy edge cases - Qualification criteria that match how the team sells #### Use AI as your team's assistant Show how AI supports routing and follow-up instead of replacing judgment blindly. - Surface what is high-intent first - Recommend the next sequence or owner handoff - Support support, sales, and marketing teams with one shared context --- ## Use Cases ### Turn every serious lead into a sales conversation before momentum fades URL: https://jumpix.app/use-cases/sales Jumpix gives sales teams a practical execution layer: capture inbound demand, score intent with context, launch multichannel follow-up, and move qualified opportunities to meeting stage faster. - **Reply faster on high-intent leads**: Route priority leads to the right rep in minutes, not after manual triage. - **Book more qualified meetings**: Use AI-supported qualification and timely outreach to convert interest into calendar events. - **Reduce pipeline noise**: Keep low-fit submissions from consuming your team's best selling hours. - **Create one shared revenue rhythm**: Give sales, marketing, and ops one system for lead status, follow-up, and outcomes. #### Capture and qualify the moment intent appears Winning sales teams treat speed-to-context as a competitive advantage, not an afterthought. - Collect demand from Google Ads, Meta lead forms, web forms, webhooks, and WhatsApp - Normalize contact data and source context before reps start outreach - Apply AI-assisted scoring to highlight who is ready for immediate follow-up - Push only actionable records into your active sales workflow #### Run follow-up like a system, not a checklist Jumpix keeps first touch, reminder logic, and booking handoff in one coordinated flow. - Launch personalized Gmail and WhatsApp sequences from one workspace - Adapt message tone and content with your brand voice and knowledge base - Detect reply intent and move qualified conversations toward booking - Hand off to Google Calendar scheduling when the lead is ready #### Keep pipeline decisions visible every day Sales leaders need evidence, not guesswork, to improve conversion consistency. - Track stage movement, response rates, and meeting outcomes in real time - See recent lead activity and handoff quality without switching tools - Share key updates to Slack, Discord, CRM, or webhooks for team alignment - Use one source of truth to coach reps and improve process discipline ### Turn campaign demand into qualified pipeline URL: https://jumpix.app/use-cases/marketing Campaign performance does not stop at the lead form. Jumpix shows marketing teams what happens next: routing, AI qualification, sales follow-up speed and which campaigns produce real pipeline. - **Cleaner lead intake**: Stop pushing raw campaign demand directly into the pipeline. - **Better handoff quality**: Pass richer context to sales before the first follow-up starts. - **Stronger campaign feedback**: See which sources create qualified activity instead of vanity lead volume. #### Bridge campaign demand to operations See what happens to every lead after the click, not just before it. - Capture demand from Google Ads and forms - Enrich and score incoming records quickly - Route qualified demand into the right owner or sequence #### Close the campaign loop Marketers need to see what happened after the MQL moment. - Track response quality - Measure meeting creation - Connect sources to pipeline outcomes ### Run conversations with existing customers from the same place URL: https://jumpix.app/use-cases/customer-success Jumpix keeps working after the sale: collect WhatsApp and email messages from existing customers in one inbox, schedule check-in calls with your calendar and automate renewal reminders with sequences. - **No customer left unanswered**: A message from an existing customer lands in the same inbox as a new lead; AI sends the first reply and the team takes over. - **Planned check-in calls**: Schedule check-in and renewal calls from your Google Calendar availability; reminders go out automatically. - **Renewals nobody forgets**: Email + WhatsApp sequences that start before the renewal date mean no customer leaves quietly. #### Collect customer messages in one inbox Support questions, renewal conversations and extra requests get slow answers when they sit on different phones and inboxes. - See WhatsApp, email and Instagram messages on one screen - Let AI answer common questions from your knowledge base (Pro and up) - Keep every conversation in the customer record's history #### Automate check-in and renewal calls A timely call costs less than a customer who quietly cancels. - Set up email + WhatsApp sequences that start from the renewal date - The sequence stops automatically when the customer replies - Schedule calls with Google Calendar and a Meet link #### Keep it visible to the team When sales and customer teams see the same record, nothing gets lost in handoffs. - Assign the customer record to a team member (Starter and up) - Send new-message alerts to Slack or Discord - Keep the record in sync with HubSpot, Salesforce or Pipedrive #### FAQ Q: Is Jumpix a customer success (CS) platform? A: No. Jumpix has no product usage data or churn-risk score. It is used to run communication with existing customers: messages, follow-up sequences and calls. Q: Can I send sequences to existing customers too? A: Yes. Import customer records and add them to email + WhatsApp sequences for renewals or check-ins; the sequence stops when they reply. Q: Can the support team use it too? A: Yes. Team members (Starter and up) work in the same inbox; AI answers common questions and leaves complex conversations to the team. ### Reach inbound demand and target accounts with the same team URL: https://jumpix.app/use-cases/b2b For B2B teams, Jumpix answers demand from ads and forms within seconds, finds new accounts with the B2B database and the Maps agent, and tracks all of it in one pipeline. - **Inbound + outbound in one place**: One queue instead of two tools and two lists. - **Rep time goes to selling**: First screening and follow-up are automatic; reps join qualified calls. - **Revenue visibility by source**: See which channel and campaign produce meetings. #### Don't miss inbound demand Demo requests and pricing questions get an instant answer and land on the calendar when they fit. - Website forms, Google Ads and Meta lead forms - Instant replies with AI - Booking and CRM sync #### Reach target accounts Pull a list from the B2B database and follow up with a sequence. - Industry, title and location filters - Email + WhatsApp sequences - Email warmup ### Answer every WhatsApp request, even after hours URL: https://jumpix.app/use-cases/services Clinics, real estate offices, schools and consultancies get most of their requests on WhatsApp and Instagram. Jumpix answers those messages right away, suggests a suitable time and adds the appointment to your calendar. - **Night messages don't wait for morning**: The AI agent answers price, location and availability questions right away. - **Automatic booking**: Free times are suggested, the confirmed appointment lands on the calendar and a reminder goes out. - **Every channel on one screen**: WhatsApp, Instagram and website forms in the same inbox. #### Example flow: dental clinic A flow set up for a prospective patient coming from an Instagram ad. - A message arrives on Instagram; AI explains the treatment and price range - It suggests free times and adds the appointment to the calendar - If the patient doesn't show up, it sends a WhatsApp reminder #### Example flow: real estate office For a request coming from a listing site. - Qualifies the request with budget and area questions - Sends matching listings - Adds the viewing to the agent's calendar #### FAQ Q: Does it work with my official WhatsApp number? A: Yes, it works with your own number through Meta's official WhatsApp Business API. --- ## Integrations ### Capture lead-form demand and route it into your revenue workflow URL: https://jumpix.app/integrations/google-ads Connect Google Ads lead form extensions to Jumpix: every new lead arrives in seconds, is scored by AI and gets an instant WhatsApp or email follow-up. - **Instant intake**: Pull in campaign leads as soon as they are created. - **Smarter qualification**: Score and route new ad leads before the handoff gets messy. - **Stronger campaign feedback**: See which ad demand actually turns into pipeline and meetings. #### Start at lead creation The integration page should focus on the operational handoff after form submission. - Capture form submissions quickly - Attach source and campaign context - Route into enrichment and scoring #### Close the loop with sales Make it clear what happens after the lead enters Jumpix. - Push qualified leads into the right follow-up motion - Track outcomes in analytics - Keep CRM and calendar steps aligned #### FAQ Q: How do Google Ads leads get into Jumpix? A: Add the Jumpix webhook URL and key to your Google Ads lead form. Every submission is sent to Jumpix in real time and verified with that key. Q: Is campaign information kept? A: Yes. The campaign ID and click ID (GCLID) are stored with the lead, so you can see which campaigns produce real conversations and meetings. Q: What happens right after a Google Ads lead arrives? A: The lead is created, sent to your connected CRMs, announced in Slack or Discord if enabled, and can be enrolled in a WhatsApp or email sequence automatically. ### Use WhatsApp when speed and context matter most URL: https://jumpix.app/integrations/whatsapp Reply to leads on WhatsApp in seconds with AI agents, automated sequences and a shared team inbox, all connected to lead scoring and your CRM. - **Faster response**: Reach high-intent leads quickly through chat. - **Shared context**: Keep chat activity connected to routing and ownership. - **Clear escalation**: Move from chat into meetings or owner handoff when needed. #### Use WhatsApp for immediacy Know when a chat is the right next move. - Follow up on high-intent inbound leads - Shorten time to first response - Keep ownership clear even in chat-heavy motions #### Keep chat inside the system The workflow should not disappear once the conversation begins. - Tie messages back to lead records - Support escalation into meetings - Track activity alongside the rest of the pipeline #### FAQ Q: How can I connect WhatsApp to Jumpix? A: Use the official WhatsApp Business Cloud API or a Twilio WhatsApp sender. The official API is the recommended route; you can also connect an existing number by scanning a QR code, but with that method the risk to the number is yours. Q: Can an AI agent answer WhatsApp messages? A: Yes. An AI agent trained on your knowledge base can reply, qualify the lead and offer meeting times, and your team can take over the chat at any time. Q: Can WhatsApp and email be used in the same sequence? A: Yes. Sequences can mix WhatsApp and email steps with delays, and stop when the lead replies. ### Send WhatsApp follow-up through your Twilio sender URL: https://jumpix.app/integrations/twilio Connect a Twilio WhatsApp sender to Jumpix to send WhatsApp sequence steps and approved message templates to leads, with replies landing in the shared Jumpix inbox. - **Reliable delivery**: Use Twilio's WhatsApp infrastructure for high-volume follow-up. - **Template-ready**: Send approved WhatsApp templates to start conversations outside the 24-hour window. - **One inbox**: Replies are matched to the lead and handled by your team or the AI agent. #### How it works Verify your WhatsApp number through Twilio from Jumpix settings, then use it in sequences and the inbox. - Guided number verification by SMS or voice code - WhatsApp steps inside email and WhatsApp sequences - Approved message templates for first contact - Inbound replies routed to the right lead #### When to choose Twilio Jumpix also supports the WhatsApp Business Cloud API. Twilio is a good fit if your company already sends WhatsApp through Twilio. - Keep your existing Twilio account and billing - Reuse numbers you already verified - Combine with AI agents for automatic replies #### FAQ Q: Does the Twilio integration send SMS? A: Jumpix uses Twilio as a WhatsApp sender. SMS is used only for the one-time code that verifies your number. Q: Do I need a Twilio account? A: This integration is for teams that send WhatsApp through Twilio. You can also connect WhatsApp directly with the WhatsApp Business Cloud API. Q: Can the AI agent reply through Twilio? A: Yes. Replies from the AI agent or your team go out through the connected WhatsApp sender. ### Turn Instagram DMs into leads automatically URL: https://jumpix.app/integrations/instagram Every new Instagram direct message becomes a lead in Jumpix with the conversation attached, so your team can qualify and follow up from the same inbox as WhatsApp and email. - **No DM left behind**: New conversations create leads instead of getting lost in the Instagram app. - **One inbox for all channels**: See Instagram, WhatsApp and email conversations side by side. - **Instant team alerts**: Get notified in Slack or Discord when a new DM arrives. #### From DM to qualified lead Jumpix receives Instagram messages through Meta's webhook and matches them to a lead. - New senders become new leads with the source set to Instagram - Messages are stored on the lead's timeline - AI scoring and sequences apply like any other lead - Slack and Discord alerts for new leads and messages #### Built for social-first brands If buyers find you on Instagram, the first reply decides whether they keep talking. - Move serious buyers to WhatsApp or a booked meeting - Keep campaign and source context on every lead - Measure which social campaigns create real pipeline #### FAQ Q: Which Instagram account types are supported? A: Instagram professional accounts (Business or Creator) connected to a Meta business setup, because Meta only sends message webhooks for those accounts. Q: Are old DMs imported? A: No. Jumpix captures new messages from the moment the integration is connected. Q: Can I reply to Instagram DMs from Jumpix? A: Two-way Instagram replies are available through a Make scenario. Many teams move the conversation to WhatsApp or a booked call once the lead is qualified. ### Capture TikTok leads and messages in Jumpix URL: https://jumpix.app/integrations/tiktok Send TikTok lead and message events to Jumpix by webhook: each new TikTok user becomes a lead, messages are attached, and your team is alerted to follow up fast. - **Faster response**: Short-video buyers decide quickly; reply before the interest fades. - **Deduplicated leads**: Messages from the same TikTok user are added to one lead. - **Team alerts**: Slack and Discord alerts for new TikTok leads and messages. #### How it works Point your TikTok webhook to Jumpix. Requests are verified with a signing secret before they are processed. - New TikTok users are created as leads with TikTok as the source - Incoming messages are stored on the lead - Leads flow into AI scoring and sequences - Signed webhook requests for security #### Measure video campaigns See which TikTok activity produces conversations and meetings, not just views. - Compare TikTok with Google Ads and Meta in one report - Track response time for TikTok leads - Follow up on WhatsApp or email automatically #### FAQ Q: What does Jumpix receive from TikTok? A: Lead and message events sent to the Jumpix webhook. Each event is matched to a lead by the TikTok user ID. Q: Is the webhook secure? A: Yes. Jumpix verifies an HMAC signature on each request when a signing secret is configured. Q: Can TikTok leads get automatic follow-up? A: Yes. Once a TikTok lead has an email or phone number, it can be enrolled in email and WhatsApp sequences like any other lead. ### Run email follow-up from the inbox your team already trusts URL: https://jumpix.app/integrations/gmail Send email follow-up to qualified leads from your own Gmail inbox, driven by the same AI scoring and routing rules as the rest of Jumpix, with replies tracked automatically. - **Structured follow-up**: Use email as a reliable sequence channel. - **Reply visibility**: Keep response activity connected to the lead and pipeline. - **Less tool switching**: Reduce the gap between qualification and outreach. #### Start when the lead is ready Gmail belongs after scoring and routing, not before. - Use qualified leads as the entry point - Carry context into the message flow - Keep the owner and timing explicit #### Make replies operational An inbox integration is most useful when the rest of the team can act on it. - Track reply activity in Jumpix - Move ready leads toward meetings - Tie email outcomes back to analytics #### FAQ Q: Are emails sent from my own Gmail address? A: Yes. You connect your Gmail account with Google sign-in and sequence emails are sent from that inbox. Q: Does Jumpix track replies? A: Yes. Jumpix checks the connected inbox regularly, matches replies to leads and shows them in the shared inbox. Q: Can I use another email provider? A: Yes. Besides Gmail, you can connect any mailbox with SMTP and IMAP settings. ### Get Facebook and Instagram Lead Ads into Jumpix instantly URL: https://jumpix.app/integrations/meta Jumpix receives Meta Lead Ads submissions from Facebook and Instagram in real time, creates the lead with name, email and phone, and your team can follow up on WhatsApp or email right away. - **No CSV downloads**: Leads arrive automatically instead of being exported from Ads Manager. - **Reply while it's warm**: The first WhatsApp or email goes out within seconds of the form submit. - **No duplicates**: Each Meta lead is stored once, even if Meta sends the same event again. #### How it works Connect your Meta account in Jumpix settings; new Lead Ads submissions are then delivered automatically. - Real-time lead delivery through Meta's leadgen webhook - Signed webhook requests verified with Meta's app secret - Name, email and phone captured from the form, with Meta Ads as the source - New lead alerts in Slack and Discord #### What happens next Meta leads go through the same flow as every other source. - AI scoring highlights high-intent leads - WhatsApp and email sequences start automatically - A lead.created webhook can notify your other tools - Meetings can be booked on Google Calendar #### FAQ Q: Does this work for both Facebook and Instagram lead forms? A: Yes. Meta Lead Ads forms on both Facebook and Instagram are delivered through the same Meta webhook. Q: Are past leads imported? A: Jumpix receives leads submitted after the connection. Older leads can be imported from a CSV or Google Sheets. Q: How fast does the first follow-up go out? A: As soon as the lead arrives. If a sequence is set up to enroll new leads, its first WhatsApp or email step starts right away. ### Turn qualified interest into scheduled next steps URL: https://jumpix.app/integrations/google-calendar Let qualified leads book meetings straight into Google Calendar, with availability, reminders and Google Meet links handled automatically. - **Clear booking moment**: Know when the workflow changes from outreach to meeting preparation. - **Better owner handoff**: Move the lead to the right calendar context once intent is confirmed. - **Visible outcomes**: Keep meetings tied to pipeline and reporting. #### Use calendar as the next-step layer A meeting should arrive after qualification, not before it. - Confirm interest before booking - Hand off to the right owner - Keep lead and meeting context connected #### Track the meeting outcome Calendar is more valuable when it closes the loop for reporting. - See booked meetings in analytics - Track activity after the handoff - Keep sales and customer teams aligned #### FAQ Q: How do leads book meetings? A: In a chat with the AI agent, which offers free slots from your Google Calendar (Starter and up), or through booking pages on the Business plan. Q: Do online meetings get a video link? A: Yes. Online meetings are created with a Google Meet link automatically; in-person meetings are created without one. Q: Is Outlook supported? A: Yes. Microsoft calendars can be connected as well. ### Add Google Meet links to every booked meeting URL: https://jumpix.app/integrations/google-meet When a lead books an online meeting through Jumpix, a Google Meet link is created automatically on the Google Calendar event and shared with the lead and your rep. - **Zero manual links**: No more creating and pasting meeting links by hand. - **Fewer no-shows**: The link is in the calendar invite and the confirmation. - **Meeting context on the lead**: Booked meetings stay attached to the lead record. #### How it works Google Meet works through the Google Calendar integration. - Connect Google Calendar once - Online meetings get a Meet link automatically - In-person meetings are created without a link - Meeting details are saved on the lead #### From conversation to meeting Leads can book from a booking page, a WhatsApp conversation or the AI agent. - Booking pages with your real availability (Business) - AI agent can offer times during a chat - Reminders before the meeting #### FAQ Q: Do I need a separate Google Meet setup? A: No. Connecting Google Calendar is enough; Meet links are added to online meetings automatically. Q: Can I use in-person meetings too? A: Yes. Meetings marked as in person are created on the calendar without a video link. Q: Where does the lead see the link? A: In the Google Calendar invite and the booking confirmation. ### Keep operational imports and exports inside the real workflow URL: https://jumpix.app/integrations/google-sheets Import leads from Google Sheets and have new Google Ads leads written to your connected sheet automatically, so spreadsheet-based teams keep their workflow without losing structure or context. - **Flexible operations**: Import and export lead data without rebuilding your workflow from scratch. - **Cleaner spreadsheets**: Use sheets as an ops bridge, not the system of record. - **Safer sync**: Move structured data in and out without losing context. #### Use sheets for ops flexibility Built for teams that still rely on spreadsheets. - Import records for cleanup or enrichment - Export activity for broader reporting - Support lightweight operational workflows #### Keep the source of truth clear Sheets supports the workflow instead of replacing it. - Use Jumpix for routing and action - Use Sheets for flexible review and collaboration - Push final outcomes into analytics and CRM sync #### FAQ Q: Can I import leads from Google Sheets? A: Yes. Choose a spreadsheet and Jumpix imports its rows as leads, either on demand or on a schedule. Q: Can new leads be written to a sheet automatically? A: Yes. New Google Ads leads are appended to your connected spreadsheet as they arrive, and you can bulk-export any leads at any time. ### Keep customer records and pipeline ownership aligned URL: https://jumpix.app/integrations/crm Every new Jumpix lead is created automatically in HubSpot, Salesforce, Pipedrive, Zoho, Close or Copper with its contact details and source, so your CRM stays complete without manual entry. - **Shared pipeline truth**: Keep account and lead ownership aligned across systems. - **Cleaner handoff**: Push better-qualified records into the systems reps live in. - **Better reporting continuity**: Link workflow activity to your system of record. #### Sync after the record is ready CRM sync matters most after capture, enrichment, and qualification. - Send cleaner records downstream - Preserve source and qualification context - Keep account ownership aligned #### Use CRM as part of the same workflow The story is stronger when sync supports execution and reporting together. - Tie records back to active sequences - Connect meetings and stage movement - Avoid duplicate ops logic across tools #### FAQ Q: Which CRMs are supported? A: HubSpot, Salesforce, Pipedrive, Zoho CRM, Close and Copper. Q: Is the sync one-way or two-way? A: New leads flow from Jumpix into your CRM. Your CRM stays the system of record for deals and reporting, while Jumpix handles capture, AI scoring and first follow-up. Q: What if the CRM API fails? A: Jumpix retries automatically and flags the integration in settings if it keeps failing, so no lead is lost silently. ### Send every new lead to HubSpot automatically URL: https://jumpix.app/integrations/hubspot Every new lead captured by Jumpix is created in HubSpot automatically as a contact, with name, email, phone and company, so your team works from one up-to-date CRM without copy-pasting. - **No manual data entry**: Leads from Google Ads, website forms and widgets, the AI chatbot and manual entry land in HubSpot without exports or copy-paste. - **Faster first response**: Jumpix follows up on WhatsApp or email in seconds while the CRM record is created in the background. - **One place to report**: Your reps and reports keep using HubSpot as the system of record. #### How the sync works Connect HubSpot once in Jumpix settings. From then on, every new lead is pushed to HubSpot automatically. - A new contact in HubSpot for every new Jumpix lead - Maps name, email, phone and company - Works for leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry - Automatic retries if the CRM API is briefly unavailable #### Jumpix handles the first minutes HubSpot stays your system of record. Jumpix covers what happens right after a lead arrives: AI scoring, instant follow-up and meeting booking. - Score intent with AI before a rep picks up the lead - Start WhatsApp and email sequences automatically - Let leads book meetings on Google Calendar - Use HubSpot for reporting and marketing while Jumpix runs WhatsApp follow-up #### FAQ Q: When is a lead sent to HubSpot? A: New leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry are sent to HubSpot as soon as they are created. Q: What happens if HubSpot is temporarily unavailable? A: Jumpix retries the sync automatically with increasing delays. If it still fails, the integration is flagged in your settings so you can reconnect it; the lead itself stays safe in Jumpix. Q: Can I connect more than one CRM? A: Yes. Every connected CRM receives each new lead, which helps while migrating between CRMs or when teams use different tools. ### Create Salesforce Leads from every inbound lead URL: https://jumpix.app/integrations/salesforce Every new lead captured by Jumpix is created in Salesforce automatically as a Lead record, with name, email, phone, company and lead source, so your team works from one up-to-date CRM without copy-pasting. - **No manual data entry**: Leads from Google Ads, website forms and widgets, the AI chatbot and manual entry land in Salesforce without exports or copy-paste. - **Faster first response**: Jumpix follows up on WhatsApp or email in seconds while the CRM record is created in the background. - **One place to report**: Your reps and reports keep using Salesforce as the system of record. #### How the sync works Connect Salesforce once in Jumpix settings. From then on, every new lead is pushed to Salesforce automatically. - A new Lead record in Salesforce for every new Jumpix lead - Maps name, email, phone, company and lead source - Works for leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry - Automatic retries if the CRM API is briefly unavailable #### Jumpix handles the first minutes Salesforce stays your system of record. Jumpix covers what happens right after a lead arrives: AI scoring, instant follow-up and meeting booking. - Score intent with AI before a rep picks up the lead - Start WhatsApp and email sequences automatically - Let leads book meetings on Google Calendar - Keep Salesforce as the source of truth for larger sales organizations #### FAQ Q: When is a lead sent to Salesforce? A: New leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry are sent to Salesforce as soon as they are created. Q: What happens if Salesforce is temporarily unavailable? A: Jumpix retries the sync automatically with increasing delays. If it still fails, the integration is flagged in your settings so you can reconnect it; the lead itself stays safe in Jumpix. Q: Can I connect more than one CRM? A: Yes. Every connected CRM receives each new lead, which helps while migrating between CRMs or when teams use different tools. ### Add new leads to Pipedrive automatically URL: https://jumpix.app/integrations/pipedrive Every new lead captured by Jumpix is created in Pipedrive automatically as a person, with name, email and phone, so your team works from one up-to-date CRM without copy-pasting. - **No manual data entry**: Leads from Google Ads, website forms and widgets, the AI chatbot and manual entry land in Pipedrive without exports or copy-paste. - **Faster first response**: Jumpix follows up on WhatsApp or email in seconds while the CRM record is created in the background. - **One place to report**: Your reps and reports keep using Pipedrive as the system of record. #### How the sync works Connect Pipedrive once in Jumpix settings. From then on, every new lead is pushed to Pipedrive automatically. - A new person in Pipedrive for every new Jumpix lead - Maps name, email and phone - Works for leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry - Automatic retries if the CRM API is briefly unavailable #### Jumpix handles the first minutes Pipedrive stays your system of record. Jumpix covers what happens right after a lead arrives: AI scoring, instant follow-up and meeting booking. - Score intent with AI before a rep picks up the lead - Start WhatsApp and email sequences automatically - Let leads book meetings on Google Calendar - Work your Pipedrive pipeline with leads that were already contacted and scored #### FAQ Q: When is a lead sent to Pipedrive? A: New leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry are sent to Pipedrive as soon as they are created. Q: What happens if Pipedrive is temporarily unavailable? A: Jumpix retries the sync automatically with increasing delays. If it still fails, the integration is flagged in your settings so you can reconnect it; the lead itself stays safe in Jumpix. Q: Can I connect more than one CRM? A: Yes. Every connected CRM receives each new lead, which helps while migrating between CRMs or when teams use different tools. ### Create Zoho CRM Leads from every new lead URL: https://jumpix.app/integrations/zoho Every new lead captured by Jumpix is created in Zoho CRM automatically as a Lead, with name, email, phone, company and lead source, so your team works from one up-to-date CRM without copy-pasting. - **No manual data entry**: Leads from Google Ads, website forms and widgets, the AI chatbot and manual entry land in Zoho CRM without exports or copy-paste. - **Faster first response**: Jumpix follows up on WhatsApp or email in seconds while the CRM record is created in the background. - **One place to report**: Your reps and reports keep using Zoho CRM as the system of record. #### How the sync works Connect Zoho CRM once in Jumpix settings. From then on, every new lead is pushed to Zoho CRM automatically. - A new Lead in Zoho CRM for every new Jumpix lead - Maps name, email, phone, company and lead source - Works for leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry - Automatic retries if the CRM API is briefly unavailable #### Jumpix handles the first minutes Zoho CRM stays your system of record. Jumpix covers what happens right after a lead arrives: AI scoring, instant follow-up and meeting booking. - Score intent with AI before a rep picks up the lead - Start WhatsApp and email sequences automatically - Let leads book meetings on Google Calendar - Keep Zoho CRM connected to the rest of your Zoho apps #### FAQ Q: When is a lead sent to Zoho CRM? A: New leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry are sent to Zoho CRM as soon as they are created. Q: What happens if Zoho CRM is temporarily unavailable? A: Jumpix retries the sync automatically with increasing delays. If it still fails, the integration is flagged in your settings so you can reconnect it; the lead itself stays safe in Jumpix. Q: Can I connect more than one CRM? A: Yes. Every connected CRM receives each new lead, which helps while migrating between CRMs or when teams use different tools. ### Send inbound leads to Close CRM instantly URL: https://jumpix.app/integrations/close Every new lead captured by Jumpix is created in Close automatically as a lead with a contact, with name, email and phone, so your team works from one up-to-date CRM without copy-pasting. - **No manual data entry**: Leads from Google Ads, website forms and widgets, the AI chatbot and manual entry land in Close without exports or copy-paste. - **Faster first response**: Jumpix follows up on WhatsApp or email in seconds while the CRM record is created in the background. - **One place to report**: Your reps and reports keep using Close as the system of record. #### How the sync works Connect Close once in Jumpix settings. From then on, every new lead is pushed to Close automatically. - A new lead with a contact in Close for every new Jumpix lead - Maps name, email and phone - Works for leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry - Automatic retries if the CRM API is briefly unavailable #### Jumpix handles the first minutes Close stays your system of record. Jumpix covers what happens right after a lead arrives: AI scoring, instant follow-up and meeting booking. - Score intent with AI before a rep picks up the lead - Start WhatsApp and email sequences automatically - Let leads book meetings on Google Calendar - Call and email from Close with leads Jumpix already qualified #### FAQ Q: When is a lead sent to Close? A: New leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry are sent to Close as soon as they are created. Q: What happens if Close is temporarily unavailable? A: Jumpix retries the sync automatically with increasing delays. If it still fails, the integration is flagged in your settings so you can reconnect it; the lead itself stays safe in Jumpix. Q: Can I connect more than one CRM? A: Yes. Every connected CRM receives each new lead, which helps while migrating between CRMs or when teams use different tools. ### Add new leads to Copper CRM automatically URL: https://jumpix.app/integrations/copper Every new lead captured by Jumpix is created in Copper automatically as a person, with name, email and phone, so your team works from one up-to-date CRM without copy-pasting. - **No manual data entry**: Leads from Google Ads, website forms and widgets, the AI chatbot and manual entry land in Copper without exports or copy-paste. - **Faster first response**: Jumpix follows up on WhatsApp or email in seconds while the CRM record is created in the background. - **One place to report**: Your reps and reports keep using Copper as the system of record. #### How the sync works Connect Copper once in Jumpix settings. From then on, every new lead is pushed to Copper automatically. - A new person in Copper for every new Jumpix lead - Maps name, email and phone - Works for leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry - Automatic retries if the CRM API is briefly unavailable #### Jumpix handles the first minutes Copper stays your system of record. Jumpix covers what happens right after a lead arrives: AI scoring, instant follow-up and meeting booking. - Score intent with AI before a rep picks up the lead - Start WhatsApp and email sequences automatically - Let leads book meetings on Google Calendar - Stay inside Google Workspace with Copper while Jumpix handles first response #### FAQ Q: When is a lead sent to Copper? A: New leads from Google Ads, website forms and widgets, the AI chatbot, Google Maps searches and manual entry are sent to Copper as soon as they are created. Q: What happens if Copper is temporarily unavailable? A: Jumpix retries the sync automatically with increasing delays. If it still fails, the integration is flagged in your settings so you can reconnect it; the lead itself stays safe in Jumpix. Q: Can I connect more than one CRM? A: Yes. Every connected CRM receives each new lead, which helps while migrating between CRMs or when teams use different tools. ### Get Slack alerts for new leads and meetings URL: https://jumpix.app/integrations/slack Post Jumpix alerts to a Slack channel: new leads, new messages, booked meetings, meeting reminders and errors, each switchable on or off, so the team reacts while buyers are still interested. - **React in minutes**: A new lead or reply shows up in the channel your team already watches. - **No missed meetings**: Booked meetings and reminders are posted automatically. - **Spot problems early**: Error alerts tell you when a sequence step or integration needs attention. #### What Jumpix can post Choose exactly which events reach the channel. - New leads with name, email, phone and source - New inbound messages from WhatsApp, Instagram and other channels - Booked meetings and upcoming meeting reminders - Errors, for example a sequence step that could not be sent #### Set up in two minutes Create an incoming webhook in Slack, paste the URL into Jumpix and pick your alerts. - No code or bot permissions to manage - Turn each alert type on or off at any time - Use a separate channel per team or region #### FAQ Q: Which events can Jumpix send to Slack? A: New leads, new messages, booked meetings, meeting reminders and errors. Each type can be enabled separately. Q: Do I need admin rights in Slack? A: You only need permission to create an incoming webhook for the channel you want to use in Slack. Q: Can I use Slack and Discord at the same time? A: Yes. Both integrations can be active together and each has its own alert settings. ### Get Discord alerts for new leads and meetings URL: https://jumpix.app/integrations/discord Post Jumpix alerts to a Discord channel: new leads, new messages, booked meetings, meeting reminders and errors, each switchable on or off, so the team reacts while buyers are still interested. - **React in minutes**: A new lead or reply shows up in the channel your team already watches. - **No missed meetings**: Booked meetings and reminders are posted automatically. - **Spot problems early**: Error alerts tell you when a sequence step or integration needs attention. #### What Jumpix can post Choose exactly which events reach the channel. - New leads with name, email, phone and source - New inbound messages from WhatsApp, Instagram and other channels - Booked meetings and upcoming meeting reminders - Errors, for example a sequence step that could not be sent #### Set up in two minutes Create an incoming webhook in Discord, paste the URL into Jumpix and pick your alerts. - No code or bot permissions to manage - Turn each alert type on or off at any time - Use a separate channel per team or region #### FAQ Q: Which events can Jumpix send to Discord? A: New leads, new messages, booked meetings, meeting reminders and errors. Each type can be enabled separately. Q: Do I need admin rights in Discord? A: You only need permission to create an incoming webhook for the channel you want to use in Discord. Q: Can I use Slack and Discord at the same time? A: Yes. Both integrations can be active together and each has its own alert settings. --- ## Comparisons ### Jumpix vs Apollo.io URL: https://jumpix.app/compare/jumpix-vs-apollo (last reviewed 2026-09-30) Apollo.io is best known for its large B2B contact database and email sequences for outbound prospecting. Jumpix focuses on the leads you already generate: it captures leads from ads, forms and WhatsApp, scores their intent with AI and follows up instantly over WhatsApp and email. Choose Apollo if you need to find new contacts to cold-email; choose Jumpix if you need to respond to and convert inbound demand faster. - Primary focus: Jumpix: Inbound lead capture, qualification and follow-up | Apollo.io: Outbound prospecting with a B2B contact database - Lead sources: Jumpix: Google Ads, Meta, Instagram, TikTok lead forms, website forms and landing pages | Apollo.io: Its own contact database, CSV imports and CRM sync - WhatsApp: Jumpix: Native: WhatsApp sequences, AI WhatsApp agent and shared inbox | Apollo.io: Not a core channel; focus is email and phone - AI: Jumpix: AI intent scoring, AI agents trained on your knowledge base, autopilot workflows | Apollo.io: AI-assisted prospect research and email writing - Contact data: Jumpix: Built-in B2B database on Growth and above (industry, role, location); Google Maps lead agent on Business | Apollo.io: Core product: searchable B2B contact and company data - Pricing: Jumpix: Free plan; paid plans from $19 to $99 per month | Apollo.io: Free plan plus paid per-seat plans (see apollo.io/pricing) Choose Jumpix if: You run Google Ads or Meta campaigns and need to reply to leads within minutes; WhatsApp is an important sales channel for you; You want an AI agent to qualify leads and book meetings automatically. Choose Apollo.io if: Your main motion is cold outbound to B2B contacts you do not have yet; You need enriched contact data (emails, phone numbers, company info). ### Jumpix vs lemlist URL: https://jumpix.app/compare/jumpix-vs-lemlist (last reviewed 2026-09-30) lemlist is a cold outreach tool known for highly personalized cold email campaigns, multichannel steps such as LinkedIn, and email deliverability features. Jumpix is built for inbound: it captures leads from ads and forms, scores intent with AI, and follows up instantly over WhatsApp and email with AI agents. Choose lemlist for cold outbound campaigns; choose Jumpix to respond to and qualify inbound leads faster. - Primary focus: Jumpix: Inbound lead capture, qualification and follow-up | lemlist: Personalized cold outreach campaigns - Channels: Jumpix: WhatsApp, email, website chat widget, Instagram | lemlist: Email, LinkedIn and calls - WhatsApp: Jumpix: Native: WhatsApp sequences, AI WhatsApp agent and shared inbox | lemlist: Not a core channel - Lead sources: Jumpix: Google Ads, Meta, Instagram, TikTok lead forms, website forms and landing pages | lemlist: Imported lists and its lead database - AI: Jumpix: AI intent scoring, AI agents trained on your knowledge base, autopilot workflows | lemlist: AI-assisted personalization and sequence writing - Pricing: Jumpix: Free plan; paid plans from $19 to $99 per month | lemlist: Paid per-seat plans (see lemlist.com/pricing) Choose Jumpix if: Most of your leads come from ads, forms or WhatsApp; Speed-to-lead matters more than cold volume; You want AI to answer, qualify and book meetings for you. Choose lemlist if: Your growth comes from cold email and LinkedIn outreach; You need advanced cold email personalization and deliverability tools. ### Jumpix vs HubSpot URL: https://jumpix.app/compare/jumpix-vs-hubspot (last reviewed 2026-09-30) HubSpot is a broad CRM platform with separate Marketing, Sales and Service hubs and a large ecosystem. Jumpix is a focused tool for the moment a lead arrives: it captures leads from ads and forms, scores intent with AI and follows up instantly over WhatsApp and email. Jumpix also syncs with HubSpot, so the two are often used together; choose HubSpot as your system of record and Jumpix to respond to leads faster at a lower price. - Primary focus: Jumpix: Speed-to-lead: capture, AI qualification and instant follow-up | HubSpot: All-in-one CRM, marketing, sales and service platform - WhatsApp: Jumpix: Native: WhatsApp sequences, AI WhatsApp agent and shared inbox | HubSpot: Available through its WhatsApp integration on certain plans - AI: Jumpix: AI intent scoring, AI agents trained on your knowledge base, autopilot workflows | HubSpot: AI features across its hubs - Setup: Jumpix: Self-serve, minutes to connect ad accounts and WhatsApp | HubSpot: Broad platform; larger rollouts often use onboarding services - Works together: Jumpix: Creates every new lead as a HubSpot contact | HubSpot: Can be the CRM of record for Jumpix leads - Pricing: Jumpix: Free plan; paid plans from $19 to $99 per month | HubSpot: Free CRM; paid hubs priced by tier and seats (see hubspot.com/pricing) Choose Jumpix if: You need fast, automated follow-up on ad and WhatsApp leads; You want AI agents without an enterprise suite price; You already use HubSpot and want to add WhatsApp and AI follow-up. Choose HubSpot if: You need one platform for marketing, sales, service and content; You need deep CRM reporting and a large app marketplace. ### Jumpix vs respond.io URL: https://jumpix.app/compare/jumpix-vs-respond-io (last reviewed 2026-09-30) respond.io is an omnichannel conversation platform that brings WhatsApp, Messenger, Instagram and other messaging channels into one inbox with workflows and AI agents. Jumpix also offers a WhatsApp inbox and AI agents, but it is built around the full sales funnel: capturing leads from Google Ads and Meta, scoring intent, running WhatsApp and email sequences, booking meetings and reporting meetings booked per campaign. Choose respond.io for high-volume multi-channel customer messaging; choose Jumpix to turn ad leads into meetings. - Primary focus: Jumpix: Lead-to-meeting sales automation | respond.io: Omnichannel customer conversations - WhatsApp: Jumpix: Native: WhatsApp sequences, AI WhatsApp agent and shared inbox | respond.io: Core channel via the WhatsApp Business API - Lead sources: Jumpix: Google Ads, Meta, Instagram, TikTok lead forms, website forms and landing pages | respond.io: Inbound messages across connected channels - Email sequences: Jumpix: Yes, combined with WhatsApp steps | respond.io: Email as a conversation channel - Meeting booking: Jumpix: Meeting booking with Google Calendar and Meet (Starter+); booking pages on the Business plan | respond.io: Through integrations - Pricing: Jumpix: Free plan; paid plans from $19 to $99 per month | respond.io: Paid plans by contacts and users (see respond.io/pricing) Choose Jumpix if: Your leads come from Google Ads, Meta or TikTok forms; You want WhatsApp and email follow-up in one sequence; You measure success in meetings booked per campaign. Choose respond.io if: You handle large volumes of support and sales chats across many messaging apps; You need advanced team inbox routing across channels. ### Jumpix vs GoHighLevel URL: https://jumpix.app/compare/jumpix-vs-gohighlevel (last reviewed 2026-09-30) GoHighLevel is an all-in-one marketing platform popular with agencies, combining CRM, funnels, websites, SMS and email marketing, booking and white-labeling. Jumpix is narrower and faster to set up: it focuses on capturing ad leads, qualifying them with AI and following up instantly over WhatsApp and email. Choose GoHighLevel if you are an agency that wants one white-label platform; choose Jumpix if you want AI-driven lead follow-up without configuring a full suite. - Primary focus: Jumpix: AI lead qualification and instant follow-up | GoHighLevel: All-in-one marketing platform for agencies - WhatsApp: Jumpix: Native: WhatsApp sequences, AI WhatsApp agent and shared inbox | GoHighLevel: Available as a channel alongside SMS - AI: Jumpix: AI intent scoring, AI agents trained on your knowledge base, autopilot workflows | GoHighLevel: AI assistants for conversations and content - Landing pages & booking: Jumpix: Landing page builder and booking pages (Business plan) | GoHighLevel: Funnels, websites and calendars - White-label: Jumpix: No | GoHighLevel: Yes, a core agency feature - Pricing: Jumpix: Free plan; paid plans from $19 to $99 per month | GoHighLevel: Paid plans aimed at businesses and agencies (see gohighlevel.com/pricing) Choose Jumpix if: You want to be live in minutes, not weeks; WhatsApp and AI qualification are central to your sales; You already have a website and CRM and only need the lead follow-up layer. Choose GoHighLevel if: You are an agency reselling a white-labeled platform to clients; You want funnels, websites, CRM and marketing in a single tool. --- ## Help center ### How to connect WhatsApp Business URL: https://jumpix.app/resources/help/getting-started-0 To connect your WhatsApp Business account through our managed services, follow these steps: 1. Go to Account Settings in this dashboard and select Integrations. 2. Select WhatsApp from the active channels list. 3. Enter your business phone number (must be capable of receiving SMS/WhatsApp for verification). 4. Enter the verification code sent to your number. 5. Once verified, your service will be automatically activated. Note: Your number will be registered under our enterprise WhatsApp Business API. If the number is already active on a WhatsApp mobile app, you should delete that mobile account first. ### Importing your first lead list (CSV) URL: https://jumpix.app/resources/help/getting-started-1 You can bulk-import leads using a CSV file. Follow these requirements for a smooth import: - Required Columns: name, phone (in E.164 format: +1234567890). - Optional Columns: email, company, tags. - File Format: Must be .csv (UTF-8 encoding recommended). Go to the Leads page and click Import Leads to upload your file. ### Writing an effective Knowledge Base URL: https://jumpix.app/resources/help/ai-training-0 The Knowledge Base is the brain of your AI. To make it effective: - Be Specific: Instead of "we offer support", write "support is available Mon-Fri, 9am-6pm via email". - Pricing Clarity: List your packages and what they include clearly. - Objection Handling: Include common questions and the correct answers. - Brand Tone: Use language that reflects your company's style. Update your knowledge base in AI Core Training. ### Understanding pipeline stages URL: https://jumpix.app/resources/help/pipeline-0 Your sales pipeline is divided into stages to track the lead journey: - New: Leads just captured, no AI interaction yet. - Contacted: AI has initiated or responded to a message. - Qualified: Lead has expressed interest or met criteria. - Meeting Scheduled: A conversion event (e.g., booked call). - Closed: Deal won or lost. You can drag and drop leads between stages in the Pipeline view. ### Connecting Meta Lead Ads URL: https://jumpix.app/resources/help/integrations-0 Connect your Facebook & Instagram Lead Ads to capture prospects instantly: 1. Go to System Integrations. 2. Click Connect on the Meta integration. 3. Grant permissions to access your Business Pages and Ad Accounts. 4. Select the Lead Forms you want to sync. New leads from these forms will automatically appear in your pipeline with the source "Meta Ads". ### Connecting Make (Make.com) automations URL: https://jumpix.app/resources/help/integrations-1 Make (formerly Integromat) connects this platform to 1500+ apps using YOUR OWN Make account. The integration is bidirectional. Only admins can configure it. OUTBOUND — send leads & events to Make: 1. In Make, create a new scenario and add the "Webhooks › Custom webhook" trigger, then copy the webhook URL it generates. 2. Here, open Settings › Integrations and click the Make card (under "Webhooks & Automation"). 3. Paste the webhook URL, choose which events to forward (Leads, Meetings, Messages) and click Connect. 4. Back in Make, add your next modules (Google Sheets, Slack, a CRM, etc.) and switch the scenario ON. New leads, booked/cancelled meetings and incoming messages now flow into your Make scenario in real time. INBOUND — push leads from Make into the platform: 1. After connecting, reopen the Make card to reveal your private inbound webhook URL. 2. In your Make scenario add an "HTTP › Make a request" module. 3. Set Method to POST and the URL to the inbound webhook URL shown on the card. Add the header x-make-api-key with the API key shown on the card to every request (the old ?key= URL parameter still works but is deprecated). 4. Send a JSON body with the lead fields: first_name, last_name, email, phone, source. Each request creates a new lead in your pipeline. Add an external_event_id to a request and duplicates are skipped automatically. TWO-WAY MESSAGING (e.g. Instagram DMs answered by AI): You can let the AI read and reply to messages from any channel Make supports. Build two scenarios in your own Make account: Scenario 1 — incoming message: 1. Trigger: your channel's "watch messages" module (e.g. Instagram for Business › Watch Messages). 2. Add HTTP › Make a request → POST to your inbound webhook URL with a JSON body: { "type": "message", "channel": "instagram", "sender_id": "{{senderId}}", "text": "{{messageText}}", "sender_name": "{{name}}", "external_event_id": "{{messageId}}" } This opens a conversation and the AI generates a reply automatically. Scenario 2 — outgoing reply: 1. Trigger: Webhooks › Custom webhook. Paste this URL into the Make card here as your Webhook URL. 2. Add a Router/filter for event = "message.reply". 3. Map the reply to your channel's "send message" module, using data.recipient_id as the recipient and data.text as the body. That's the full loop: Instagram DM → AI answer → reply sent back to the same person, all through your own Make + Instagram account. No Meta app review is required on our side. Note: every account uses its own Make account — your webhook URL and API key are private to you and nothing is shared between tenants. ### Creating a follow-up sequence URL: https://jumpix.app/resources/help/sequences-0 Sequences send a series of follow-up messages automatically, so no lead falls through the cracks: 1. Go to Sequences and click New Sequence (or open the Templates tab and pick a ready-made template). 2. Choose the trigger: - New lead: starts when a lead is created. Narrow it with the Target field to one lead source or one lead group, or leave it on All Pool. Leads from your website forms and widgets are enrolled only when "Enroll leads from website forms" is on in the Settings tab. - Meeting booked: starts when a lead books a meeting. - Manual start only: leads are enrolled from the Leads page with Start sequence (one lead or in bulk). - From HubSpot / Salesforce / Pipedrive / Zoho: starts for new leads coming from that connected CRM. 3. Add steps from the palette: - Email: rich-text email with a subject, sent from your primary or a chosen connected mailbox. - WhatsApp: plain-text WhatsApp message. - Wait: every step has a delay in hours that runs after the previous step (0 = send right away). - Condition: checks whether the lead replied or opened the previous email, then continues on the YES or NO branch. - Manual task: notifies your team and pauses the lead until the task is marked done in the Queue tab. - A/B test: turn it on for an email or WhatsApp step and write a Variant B to compare two versions. 4. Save as draft, or Publish to make the sequence active. Good to know: - A reply, a booked meeting or an opt-out (unsubscribe) stops the sequence for that lead. - Daily email and WhatsApp limits, quiet hours (no sends between the hours you choose; the same start and end hour means no quiet hours), weekend sends and Spam Protect are set in the Settings tab. - The Queue tab shows upcoming, sent and failed steps; failed steps can be retried one by one or all at once. ### Generating the widget snippet URL: https://jumpix.app/resources/help/whatsapp-widget-0 To add the WhatsApp Button to your website: 1. Go to WhatsApp Widget settings. 2. Configure the button text, color, and automatic welcome message. 3. Copy the generated