DNA Behavior + Wealthbox CRM
Add Wealthbox CRM contacts from new participant records in DNA Behavior
With this automation, new data in your DNA Behavior account will be used to create of contacts in Wealthbox CRM. Simplify your workflow and ensure seamless integration of valuable information. This integration only works for new records that are added to your account. If you have existing data that you wish to add, check out DNA Behavior integrations with the trigger event "Sync All Participant Records."
With this automation, new data in your DNA Behavior account will be used to create of contacts in Wealthbox CRM. Simplify your workflow and ensure seamless integration of valuable information. This integration only works for new records that are added to your account. If you have existing data that you wish to add, check out DNA Behavior integrations 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!Create Contact
Creates a new contact.
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- 14 day trial for premium features & apps
Sync All Participant Records
Triggers when an Account Admin presses the 'Sync' button on the Integrations page of the DNA Web App.
Try ItNew Comment
Triggers when a new comment is created.
Try ItNew Event
Triggers when a new event is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try It
