Connect Wealthbox CRM and DNA Behavior to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your Wealthbox CRM and DNA Behavior accounts to viaSocket. Once connected, you can set up a workflow where an event in Wealthbox CRM triggers actions in DNA Behavior (or vice versa).
Absolutely. You can customize how Wealthbox CRM data is recorded in DNA Behavior. This includes choosing which data fields go into which fields of DNA Behavior, setting up custom formats, and filtering out unwanted information.
The data sync between Wealthbox CRM and DNA Behavior typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Wealthbox CRM and DNA Behavior. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
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About DNA Behavior
DNA Behavior is a behavioral science technology used to uncover how each individual approaches work, life, decisions, and money.
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