Coupon Carrier + Redtail CRM

Create redeem links in Coupon Carrier for updated contacts in Redtail CRM

Maintain an organized and efficient coupon management system with this workflow that generates redeem links in Coupon Carrier when contact details are updated in Redtail CRM. When a contact's information changes, this automation creates a new redeem link in Coupon Carrier, ensuring your contacts receive the latest promotional offers. Save time and effort while staying on top of your coupon strategy with this seamless integration.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create a Redeem LinkCreates a unique link to a landing page where the user can see their unique code.
ActionWrite

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More things you can do with Redtail CRM and Coupon Carrier

Discover other triggers and actions you can use with Redtail CRM and Coupon Carrier

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
Try It
- Linked To
Trigger
Polling
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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
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write

- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write
- Code List
Trigger
Polling
Try It
- Type of identifier
  Required
- Code List
  Required
- Allow Multiple Codes
- Generate a QR/Barcode Image
Action
Write
- Email Address or Unique Identifier
  Required
- Configuration
  Required
- Immediately assign a code?
Action
Write
- Configuration
  Required
- Do you want to activate or pause the configuration?
  Required
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
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- 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
Search or write
- Code List
Trigger
Polling
Try It
- Code List
  Required
Action
Write
- Code
  Required
- Code List
  Required
- Allow Multiple Usages
- Should this step be considered a "success" even if the code was not found in the specified code list?
Action
Write
- Email Address
  Required
- Configuration
  Required
- Merge fields
- Should this step be considered a "success" even if the recipient has already received a code?
Action
Write

About Coupon Carrier

Coupon Carrier is a code delivery service that lets you send unique discount codes, vouchers, or license keys through Zapier when customers act.

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Related categories

Marketing Automation

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.

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Related categories

CRM (Customer Relationship Management)

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