DNA Behavior + Redtail CRM
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.
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 Record
Triggers when a participant completes their discovery.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 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 ItActivity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try It
Sync New Participant Record
Triggers when a participant completes their discovery.
Try ItActivity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try It
