DNA Behavior + Redtail CRM
Create Redtail CRM contacts from new syncs of all participant records in DNA Behavior
Clicking the "Sync" button in the DNA Behavior app starts this integration, which automatically generates contacts in your Redtail CRM. This one-time process simplifies your workflow, ensuring your data is current for participants that exist in your account. For automated ongoing processes, check out other Redtail CRM integrations.
Clicking the "Sync" button in the DNA Behavior app starts this integration, which automatically generates contacts in your Redtail CRM. This one-time process simplifies your workflow, ensuring your data is current for participants that exist in your account. For automated ongoing processes, check out other Redtail CRM integrations.
- 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
