BookFunnel + Redtail CRM

Create BookFunnel download links for new Redtail CRM activities and email them

Keep your readers engaged with unique content by sending them a personalized download link when a new activity is created in Redtail CRM. This automation connects Redtail CRM and BookFunnel to streamline your workflow, ensuring your contacts receive exclusive access to your materials while you stay focused on growing your business. Boost your marketing efforts and build stronger relationships with your audience using this efficient process.

When this happens...
Activity Created
Triggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Email Unique Download Link
Create a unique, individual download link for one of your books on BookFunnel and have that link emailed directly to a reader. BookFunnel will immediately deliver the email so that the reader can then download their book.
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
- Email Signup Page LinkRequired
- Email AddressRequired
Action
Write
- Email Signup Page LinkRequired
- Email AddressRequired
- First Name
- Last Name
- Mail Subject
- Mail Header
- Mail Message
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
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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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 Subscriber
Triggers when a reader subscribes on BookFunnel.
Trigger
Polling
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- Transaction IDRequired
- Email AddressRequired
- First Name
- Last Name
- IP Address
- Order Number
- Currency
- Total
- Taxes
- Discount
- Fees
- Item SKURequired
- Item NameRequired
- Item Price
- Item Discount
- Item Quantity
- Mail Subject
- Mail Heading
- Mail Message
Action
Write

About BookFunnel

BookFunnel is an ebook and audiobook delivery service for authors and publishers.

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Related categories

Content & Files

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