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How Zapier works
Zapier makes it easy to integrate DNA Behavior with Odoo 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 "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects DNA Behavior and Odoo 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 Lead
Triggers on a new lead.
Try ItTriggerPolling
- Sync New Participant Record
Triggers when a participant completes their discovery.
Try ItTriggerPolling - Create Lead
Creates a lead.
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