Bonjoro

Bonjoro + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Bonjoro and Redtail CRM, with as many as 35 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Bonjoro + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Bonjoro Email Opened

Triggered when a Bonjoro email is opened

Create New Activity

Creates a new activity.

Bonjoro Reply

Triggered when a Bonjoro is replied to

Create New Contact

Creates a new contact.

Bonjoro Watched

Triggered when a Bonjoro is watched

Create Bonjoro

Creates a Bonjoro task. To complete it, record a video message using the Bonjoro platform.

New Activity

Triggers when a new activity is created.

Create New Opportunity

Creates a new opportunity.

New Contact

Triggers when a new contact is created.

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Bonjoro lets you send personalised welcome videos to your customers.

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.

See Redtail CRM Integrations