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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.

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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    BookFunnelBookFunnel
    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

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About BookFunnel

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

Related categories

  • Content & Files
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