Your Team Deserves to Stay in Sync—Here’s How Webhooks Help!

Today, we're breaking down what webhooks are, how we use them, and how we envision the DNA community loving them.

Since behavioral data is at the core of our business, it should be no surprise that many of the tools in our app begin as internal solutions. Our sales team, for example, needed real-time alerts in Microsoft Teams for new leads in our DNA sales account. So, we built a tool to solve this problem. And now, we’re bringing that same capability to you—keeping you informed, engaged, and connected across all your business apps with our new Webhooks feature.

What Are Webhooks and Why Do They Matter?

Keeping multiple business systems in sync is a common challenge. Teams rely on CRM tools, HR platforms, collaboration apps, and data dashboards, but these systems often operate in silos, leading to outdated records and missed opportunities.

That’s where webhooks come in. A webhook is like an automated messenger that sends real-time data from one system to another whenever a key event occurs. Instead of manually updating records, webhooks ensure that information flows instantly and automatically.

With DNA Behavior’s new webhook feature, you can:

✅ Get real-time notifications when a new behavioral profile is completed.
✅ Sync behavioral insights with CRMs, HR platforms, and collaboration tools.
✅ Automate workflows and eliminate manual data entry errors.

How DNA Behavior Uses Webhooks for Lead Tracking

We first developed webhooks for our sales team. When a potential client completes a discovery, we need to act quickly, but manually checking for new profiles or email alerts wasn’t scalable.

Now, with webhooks connected to Microsoft Teams, our sales team gets an instant alert whenever a new discovery is completed inside the DNA system. This ensures:

🔹 Immediate lead follow-up, improving conversion rates.
🔹 No leads slipping through the cracks.
🔹 A seamless integration with the tools we already use.

And it’s not just for Microsoft Teams—Slack and other collaboration platforms work too!

Keeping Business Records in Sync with Webhooks

If your team struggles to keep client, employee, or prospect records updated across multiple systems, webhooks can be a game-changer.

Think of a webhook as an "ear" inside your database. Whenever a new profile is completed—whether it’s through a digital scan, 11-question, 17-question, or 46-question model—the webhook listens for the event and instantly sends that data to your connected system.

The best part? You choose where the data goes. As long as the platform supports webhooks, you can automate updates across:

🔹 CRMs like HubSpot and Salesforce
🔹 HR platforms like Workday
🔹 Other business applications that need real-time data sync

Examples of Webhook Integrations

Here are a few ways our clients are already using webhooks to keep their teams in sync.

CRM Integrations (Sales & Client Management)

🔹 Platforms: HubSpot, Salesforce, Zoho, Pipedrive
🔹 Use Case: Sales teams get notified when a prospect completes a behavioral profile, allowing for immediate and personalized follow-ups.

HR & Employee Assessments

🔹 Platform: Workday (and other HR systems)
🔹 Use Case: HR departments instantly update employee records when an assessment is completed, ensuring accurate talent insights in real time.

Collaboration Tools (Keeping Teams Aligned)

🔹 Platforms: Microsoft Teams, Slack
🔹 Use Case: Teams receive real-time alerts when a profile is completed, keeping everyone in the loop without digging through databases.

Custom Business Applications

🔹 Use Case: Any business tool that supports webhooks can receive DNA Behavior data, allowing for custom automation that fits your workflow.

Getting Started with Webhooks in DNA Behavior

Webhooks are available with API access, which can be added to the Professional, Small Business, or Enterprise Plan in your DNA Web App account.

🚀 Ready to upgrade your account? Contact our team for a demo of Webhooks and more information on how you can upgrade your account with this new feature.