BookFunnel + Zoho CRM

Send unique download links via BookFunnel when new contacts are added in Zoho CRM

Effortlessly connect your Zoho CRM with BookFunnel using this seamless workflow. Whenever a new contact is added to your Zoho CRM, a unique download link will be sent to them via BookFunnel. This quick and simple automation saves you time and ensures that every new contact receives your eBook, promo, or content with minimal effort on your part.

When this happens...
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerScheduled
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

What does this mean?

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
New Subscriber
Triggers when a reader subscribes on BookFunnel.
Trigger
Scheduled
Try It
- 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

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or 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

About BookFunnel

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

Learn more

Related categories

Content & Files

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

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Zapier Interfaces

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

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By team

BookFunnel + Zoho CRM

Send unique download links via BookFunnel when new contacts are added in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

New Subscriber

Sales Delivery Action

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

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired