Top of Mind’s Surefire CRM is one of the most prestigious sales and online marketing platform for the mortgage industry. Simple to use and implement, thousands of mortgage professionals from individuals to large enterprise clients successfully use Surefire to manage and grow their sales pipeline. Surefire enables this growth by placing their customers top of mind with their database through the development and automation of personalized, one-to-one marketing campaigns to their prospects, in-process loan customers, and past clients.
Now with the BombBomb integration, Surefire users can see even more growth, engagement, and lead generation by using video! You'll have access to the BombBomb recorder right from within your Surefire account. No need to swap between platforms, either - you can also use a video you've already recorded by inserting it into an email from your very own video library. Now you'll be able to stand out and differentiate yourself from the competition by being yourself through video.
To set up this integration, check out the step by step instruction below!
*Please note: this feature only works in your account if administrators have enabled this feature. Please see tutorial on how to enable it here.
How to Obtain the BombBomb API Key:
Login to your Bombbomb account. Hover over your name in the upper right corner and click the "Integrations" options.
Your API key will be in the upper right corner of your screen. Copy your API Key to your clipboard.
How to Configure the BombBomb Integration
Log into your Surefire account. Go to "My Profile" and then click the "Integration" tab. Click the "Add Integration" button.
Click "BombBomb." Paste your API key into the field and then click the "Save" button. The integration is now connected!
How to Send a Video Email
Pull up any contact record in Surefire. Then click the video icon. Here, you can select an existing BombBomb video or you can record a brand new one. Make your selection to move forward. into your Surefire account. Go to "My Profile" and then click the "Integration" tab. Click the "Add Integration" button.
Here, you can select an existing BombBomb video or you can record a brand new one. Make your selection to move forward. Once you're finished, add a subject line and some text into the body of the email and click "Send." That's it!