BombBomb.com + Redtail CRM

Create emails for new Redtail CRM contacts with BombBomb.com

Stay connected with your newly added contacts by automating personalized email outreach through Redtail CRM and BombBomb.com. With this workflow, every time you create a contact in Redtail CRM, a personalized email will be sent to them using BombBomb.com. Save time, improve engagement, and strengthen relationships with your contacts effortlessly.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this!
New Email To Contact
Send an email to a contact.
ActionWrite

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Supported triggers and actions

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 NameRequired
- Last NameRequired
- 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

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- 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 AddressRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- State
- Zip Code
- Country
- Company
- Position
Action
Write
- Email TitleRequired
- Email AddressRequired
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
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- 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
- DripRequired
- Email AddressRequired
Action
Write
- List TitleRequired
- Email AddressRequired
Action
Write

About BombBomb.com

Integrate with the BombBomb email marketing service.

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Related categories

Drip Emails

Similar apps

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.

Learn more