Boond integration: your records update themselves
After every call, Bloom AI writes the recap and next steps on the right Boond contact record. Your reps never retype a thing.
For every Bloom AI product
Launch offer: included from the Standard plan, for a limited time.
What reaches Boond
Every conversation updates the record
As soon as the conversation ends, the recap is on the right contact's record. No form to fill in.
- Summary
- Nexa wants to equip 8 reps before September.
- Key topics
- Budget to approve internally. The VP of Sales decides after the review.
- Next steps
- Send the proposal before the internal review.
- Meeting booked
- Demo on April 14, with their team.
Written by Bloom AI on the Boond record, with zero typing.
-
Cloud Telephony Available
- The recap of every call, with its next steps
- An activity on the right contact, assigned to the rep
-
Connect Soon
- The recap of calls made from your current phone system
-
Meeting Not supported
- Meetings stay in Bloom AI: syncing them to this CRM is not supported
For the whole team
Everyone gains, with no new tool
-
Sales rep
Nothing left to retype
They hang up: the record is already up to date. Straight on to the next call.
-
Sales manager
Reviews based on facts
Every conversation is on the right record. Reviews start from what was actually said.
-
Leadership
A pipeline you can trust
No more empty records or forgotten meetings. Forecasts rest on current data.
Our guarantees
Clean, reliable data
-
Never a duplicate
Every action carries a Bloom reference: a call is never sent twice, even after an outage. Keep this reference in the action’s text.
-
Always the right record
Bloom AI finds the contact by phone number. When in doubt, it asks you instead of guessing.
-
We fill Boond, we take nothing
Bloom AI just adds your recaps. It reads only what it needs to put each recap on the right record: your database is never copied, your contacts never changed.
Setup
Up and running in three steps
An admin prepares your CRM once, then links your team in Bloom AI.
-
Prepare Boond
Install the Bloom app from the BoondManager Marketplace and enable it for the role of the account that will connect your team.
-
Connect Boond
In the Integrations section of Bloom AI, connect Boond and approve access.
-
Link your team
Choose the action type for calls and check each rep’s link to their BoondManager account.
What you need
- A paid Bloom AI plan or an active trial
- A BoondManager admin to install the app, then a manager to connect
- The Bloom app enabled for the connecting BoondManager account’s role
Included from the Standard plan
The CRM integration is part of the Professional plan. For its launch, it's also included in Standard, for a limited time.
Other CRM integrations
Bloom AI connects to other CRMs too. Here's where each one stands.
Your conversations in Boond, with no retyping
Connect Boond once. From then on, every call updates your contact records.
- Actions on your contacts
- Never a duplicate
- Only the recap leaves