DNA Behavior + Salesforce
Create Salesforce leads from new DNA Behavior participant records
Keep behavioral data captured by DNA Behavior up-to-date with your Salesforce account. With this automation active, new data in your DNA Behavior account will be used to create Salesforce leads. Simplify your workflow and ensure seamless integration of valuable information. This integration only runs for new records that are added to your account. If you have existing data that you wish to add, check out the integration, "Create Salesforce leads when all new participant records are synced in DNA Behavior."
Keep behavioral data captured by DNA Behavior up-to-date with your Salesforce account. With this automation active, new data in your DNA Behavior account will be used to create Salesforce leads. Simplify your workflow and ensure seamless integration of valuable information. This integration only runs for new records that are added to your account. If you have existing data that you wish to add, check out the integration, "Create Salesforce leads when all new participant records are synced in DNA Behavior."
- When this happens...Sync New Participant Record
Triggers when a participant completes their discovery.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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