Source

CRM, workplace integrations & exit — found from sitemap — Jiminny

Checked for Jiminny on 20 Oct 2026

Technical details

type: page
http status: 200
content hash: sha256:30dd16a36172419d70a30749e00acdb62d8945810cbc102cf782b7b47c732625
permission: robots_ok
screenshot: Screenshot on file (internal exhibit, not published)

Cited by

CRM migration process Report an error

“Your CRM migration in 5 easy steps: We have a straightforward process in place to integrate Jiminny with your new CRM without losing any of your existing data!”
CRM switch csm coordinated Report an error

“Give your CSM a warning and schedule a switchover date with them, communicate which CRM you wish to migrate to;”
Custom fields required details Report an error

“Communicate to your CSM any Custom Fields details: - API name - Field Type - Where should those appear (Sidekick AND/OR On Demand & Team Insights) - Do the fields apply to both voice and video or either?”
Activity types configuration Report an error

“Update the Activity Types in your Jiminny Platform to mirror the Activity Types (or Call Types) in your new CRM”
Post switch testing call Report an error

“Your CSM will book a testing call with you and a member of our Back End engineering and Support teams to test and ensure everything is working seamlessly on the day of the switch”
Related features Report an error

“Logging a call How to switch on Integrations Can I use Jiminny without a CRM? SmartMatch - Your Calendar to CRM solution Zoho CRM integration with Jiminny”