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DNA Behavior + Salesforce

Update leads in Salesforce when all participants are newly-synced in DNA Behavior

When you click the "Sync" button in your DNA Behavior app, this one-time integration will automatically update leads in Salesforce. Effortlessly ensure that your DNA Behavior data remains current in your Salesforce account.

When you click the "Sync" button in your DNA Behavior app, this one-time integration will automatically update leads in Salesforce. Effortlessly ensure that your DNA Behavior data remains current in your Salesforce account.

  1. When this happens...
    DNA BehaviorDNA Behavior
    Sync All Participant Records

    Triggers when an Account Admin presses the 'Sync' button on the Integrations page of the DNA Web App.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Lead

    Updates an existing lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • DNA Behavior triggers, actions, and search

    Sync All Participant Records

    Triggers when an Account Admin presses the 'Sync' button on the Integrations page of the DNA Web App.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • DNA Behavior triggers, actions, and search

    Sync New Participant Record

    Triggers when a participant completes their discovery.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About DNA Behavior

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

Related categories

  • Analytics
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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