BookFunnel + Capsule CRM

Send unique BookFunnel download links to new or updated Capsule CRM contacts

Stay connected with your Capsule CRM contacts by sending them a unique download link from BookFunnel when their contact information is updated or added. This workflow ensures that your CRM contacts receive the latest content or resources from your BookFunnel library, keeping them engaged and informed without any manual effort on your part.

When this happens...
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
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

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
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

- ActionRequired
Trigger
Instant
Try It
- ActionRequired
Trigger
Instant
Try It
- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Subscriber
Triggers when a reader subscribes on BookFunnel.
Trigger
Polling
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

About BookFunnel

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

Learn more

Related categories

Content & Files

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more

Related categories

CRM (Customer Relationship Management)

BookFunnel + Capsule CRM

Send unique BookFunnel download links to new or updated Capsule CRM contacts

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

Create Unique Download Link

Email Unique Download Link

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

New Subscriber

Sales Delivery Action

About BookFunnel

Related categories

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces