Easily connect your Altitude CRM & BombBomb contact data

Connect Altitude CRM with BombBomb to keep contact information aligned as contacts are created or updated.

Overview

BombBomb helps advisors communicate using personal video and email, which often means new contacts are created and existing ones are updated over time. As those records change, keeping contact details consistent across platforms becomes harder to manage manually.

The Altitude CRM integration with BombBomb, powered by Zapier, helps keep contact information in sync. When a contact is created or updated in BombBomb, Altitude can reflect those changes automatically, reducing duplicate entry and record cleanup.

This helps advisors maintain accurate contact records while continuing to use BombBomb as part of their communication strategy. Altitude stays reliable as the place your team trusts for client and prospect data.

When a new contact is added in BombBomb, a corresponding contact is created in Altitude. This ensures new records are captured without manual entry. Your CRM stays current as new relationships are started.

When a contact is created or updated, they can be added to a BombBomb drip campaign automatically. This helps advisors follow up consistently without manually managing lists or enrollments. Contacts receive timely video and email communication while Altitude CRM keeps the contact record accurate.

As your firm uses multiple communication tools, contact data can easily drift. This integration helps Altitude remain the place advisors rely on for accurate contact information. One contact record. Less uncertainty.

Resources

“BombBomb is a tool many advisors use to build more personal connections. This integration helps make sure contact details stay up to date in Altitude, so advisors don’t have to spend time cleaning up records later.”

Andrew D. White

Director of Marketing @ Altitude CRM

Begin your climb with Altitude CRM + BombBomb today!

Connect BombBomb with Altitude and take the first step toward a smoother, more scalable practice.