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Launch your first automated workflow
Start with a template that brings DNA Behavior and Wealthbox CRM together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate DNA Behavior with Wealthbox CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Sync All Participant Records" from DNA Behavior.
Add your action
An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.
You’re connected!
Zapier seamlessly connects DNA Behavior and Wealthbox CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Sync All Participant Records
Triggers when an Account Admin presses the 'Sync' button on the Integrations page of the DNA Web App.
Try ItTriggerPolling - New Comment
Triggers when a new comment is created.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated.
Try ItTriggerInstant - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- Sync New Participant Record
Triggers when a participant completes their discovery.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Event
Triggers when a new event is created.
Try ItTriggerInstant - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant
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