DNA Behavior + Redtail CRM
Update contacts in Redtail CRM when all participants are newly-synced in DNA Behavior
Easily add behavioral finance and behavior science data captured by DNA Behavior to your Redtail CRM account. With a single click of the "Sync" button in the DNA Behavior app, this integration automatically updates contacts in your Redtail CRM. Keep your Redtail CRM account up to date effortlessly.
Easily add behavioral finance and behavior science data captured by DNA Behavior to your Redtail CRM account. With a single click of the "Sync" button in the DNA Behavior app, this integration automatically updates contacts in your Redtail CRM. Keep your Redtail CRM account up to date effortlessly.
- When this happens...Sync All Participant Records
Triggers when an Account Admin presses the 'Sync' button on the Integrations page of the DNA Web App.
- automatically do this!Update Contact
Updates an existing contact in your database.
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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
