BombBomb.com + Redtail CRM

BombBomb.com + Redtail CRM integrations

Update and add Redtail CRM contacts to BombBomb.com list when changes occur

Easily keep your contact lists up-to-date across your apps with this workflow. Whenever an existing contact is updated in Redtail CRM, this automation ensures that the same contact is immediately added to a specified list in BombBomb.com. Save time, reduce manual input and ensure consistent contact list maintenance.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Add Contact To ListAdd a contact into a list. Will create a contact if one doesn't exist.
ActionWrite

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More things you can do with Redtail CRM and BombBomb.com

Discover other triggers and actions you can use with Redtail CRM and BombBomb.com

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New Contact Added
A new contact was added to your BombBomb account.
Trigger
Instant
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New Contact Unsuppressed
This contact has opted back in or been removed from a suppression list.
Trigger
Instant
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New Drip Started
Fires when a user is added to a drip campaign.
Trigger
Instant
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New Completed Form
This trigger will execute when one of your BombBomb forms is filled out.
Trigger
Instant
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- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- State
- Zip Code
- Country
- Company
- Position
Action
Write
- Email Title
  Required
- Email Address
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Abuse Report
A contact has marked your email as spam.
Trigger
Instant
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New Contact Suppressed
A contact has opted out of being emailed.
Trigger
Instant
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New Drip Canceled Event
Event fired when a user is removed from a Drip.
Trigger
Instant
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New Email Sent
Email sent to user.
Trigger
Instant
Try It
- Drip
  Required
- Email Address
  Required
Action
Write
- List Title
  Required
- Email Address
  Required
Action
Write

About BombBomb.com

Integrate with the BombBomb email marketing service.

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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Create emails for new Redtail CRM contacts with BombBomb.com

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Add new Redtail CRM activities to BombBomb.com as contacts for seamless communication