DNA Behavior + Redtail CRM
Sync all participant records in DNA Behavior to create new contacts in Redtail CRM
Keep your participant records and contacts consistently updated with this streamlined process. When new participant records are added in DNA Behavior, corresponding contacts are created in Redtail CRM immediately. This efficient method minimizes manual input, reduces errors, and ensures uniform records across both platforms.
Keep your participant records and contacts consistently updated with this streamlined process. When new participant records are added in DNA Behavior, corresponding contacts are created in Redtail CRM immediately. This efficient method minimizes manual input, reduces errors, and ensures uniform records across both platforms.
- 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!Create Contact
Creates a new 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
