Context
Installing the Demandbase App Package in Outreach adds visual engagement insights through an embedded iFrame. It also includes the standalone Demandbase One for Sales web app as a dedicated tab for easy access.
The app automatically adds the iFrame to the following objects:
- Account
- Prospect
- Opportunity
See Understanding Demandbase One for Sales Insights in Outreach.
Prerequisites
- You must be an admin user in Outreach.
- Available features differ by license type. See Understanding Demandbase One for Sales Insights in Outreach for more information.
Steps
- Log in to Outreach as an admin user.
- Go to Administration > Integrations > Installed Apps.
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Search for Demandbase and click on the Demandbase App tile.
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In the authorization pop-up,. click Install to accept the permission request for your entire Outreach workspace.
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Click Login to Demandbase to start a new session with Demandbase.
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(Optional) You can also add the Demandbase iFrame as a Tile on the Account and Prospect layout. See Outreach's article Customizing Outreach Sales Intelligence Tiles.
Tip: Once the tile is added, we recommend you share the page layout for all users in Outreach.
Outcome
Go to an Account, Prospect, or Opportunity record > Demandbase tab to see the Demandbase One for Sales iFrame.
You can also access the Demandbase One for Sales standalone web version directly from Outreach.
From the left navigation bar, click the Demandbase icon. This allows users to search the entire Demandbase database, build lists, and manage agents, connections, watchlists etc.
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