Jiminny

Using Jiminny Without a Supported CRM: A Quick Guide

Can I use Jiminny without a CRM?

Setting up CRM Activity Logging

CRM Integrations

How Jiminny connects to Salesforce, what it logs, and how calls are matched to Leads, Contacts, Accounts and Opportunities.

Salesforce Integration with Jiminny

Troubleshooting Salesforce

Required permissions for the account owner

How to implement multiple currencies into Jiminny's Deal Insights

Managing Currencies in Jiminny with Salesforce

Add this field to your Activity Layout to easily report on call & meeting lengths across your team

Call Duration in Salesforce

Upgrade the Managed Package to the latest version

Salesforce App Upgrade Guide

Ensure Seamless User Connections to Your Salesforce Instance

Salesforce Pre-Authorization

Salesforce

How Jiminny connects to HubSpot, what it logs, and how calls are matched to Contacts, Companies and Deals.

HubSpot Integration with Jiminny

Managing Currencies in HubSpot

User Guide for Jiminny HubSpot App

HubSpot

How Jiminny connects to Pipedrive, what it logs, and how calls are matched to People, Organisations and Deals.

Pipedrive Integration with Jiminny

Pipedrive

Get the details on how Jiminny integrates with your Copper account

How Jiminny integrates with Copper

Copper (formerly Prosperworks)

Close Integration

Close.io

Using Your Bullhorn Integration

Consolidate your tech stack, save time, and make your team better by integrating Jiminny with Bullhorn.

Integrating Bullhorn with Jiminny

Bullhorn

Zoho CRM integration with Jiminny

Zoho

How Jiminny connects to Dynamics 365 Sales, what it syncs and logs, and how calls are matched to Leads, Contacts, Accounts and Opportunities.

Microsoft Dynamics 365 Integration with Jiminny

Explains how the integration between Jiminny and MSDynamics CRM works

Microsoft Dynamics 365

Platform

Privacy Notice

Jiminny.com

Jiminny.eu

Trust Center

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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