DNA Behavior + Salesforce
Update Salesforce leads for new participant records in DNA Behavior
Keep behavioral data captured by DNA Behavior up-to-date with your Salesforce instance. As new records appear in your DNA Behavior account, this template updates Salesforce leads accordingly. Stay on top of your leads and maintain a seamless data flow across platforms. This integration only works for new records that are added to your account. If you have existing data that you want to add, check out DNA Behavior integrations for Salesforce with the trigger event "Sync All Participant Records."
Keep behavioral data captured by DNA Behavior up-to-date with your Salesforce instance. As new records appear in your DNA Behavior account, this template updates Salesforce leads accordingly. Stay on top of your leads and maintain a seamless data flow across platforms. This integration only works for new records that are added to your account. If you have existing data that you want to add, check out DNA Behavior integrations for Salesforce with the trigger event "Sync All Participant Records."
- When this happens...Sync New Participant Record
Triggers when a participant completes their discovery.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
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