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BookFunnel + Redtail CRM

Create BookFunnel download links for new Redtail CRM contacts

Easily keep your Redtail CRM contacts engaged with new content using this workflow. When a contact is created in Redtail CRM, this automation will send them a unique download link for your digital content via BookFunnel. Save time and ensure your contacts instantly receive access to your latest offerings.

Easily keep your Redtail CRM contacts engaged with new content using this workflow. When a contact is created in Redtail CRM, this automation will send them a unique download link for your digital content via BookFunnel. Save time and ensure your contacts instantly receive access to your latest offerings.

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

    Triggers when a new contact 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
Start free with email
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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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier