DNA Behavior + Redtail CRM

DNA Behavior + Redtail CRM integrations

Add Redtail CRM contacts from new DNA Behavior participant records

Keep behavioral finance and science data captured by DNA Behavior up-to-date with your Redtail CRM account. Experience the magic of automation as this template seamlessly creates contact records in your Redtail CRM whenever new participants appear in your DNA Behavior account. Effortlessly maintain accurate and up-to-date information across platforms.

When this happens...
Sync New Participant RecordTriggers when a participant completes their discovery.
TriggerPolling
automatically do this!
Create ContactCreates a new contact in your database.
ActionWrite

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More things you can do with DNA Behavior and Redtail CRM

Discover other triggers and actions you can use with DNA Behavior and Redtail CRM

Sync All Participant Records
Triggers when an Account Admin presses the 'Sync' button on the Integrations page of the DNA Web App.
Trigger
Polling
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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
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- 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

Sync New Participant Record
Triggers when a participant completes their discovery.
Trigger
Polling
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
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
Try It
- 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
- 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

About DNA Behavior

DNA Behavior is a behavioral science technology used to uncover how each individual approaches work, life, decisions, and money.

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Related categories

Analytics

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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Update contacts in Redtail CRM when all participants are newly-synced in DNA Behavior

Update Redtail CRM contacts from new participant records in DNA Behavior