Take Action with People in Demandbase One for Sales

  • Updated

Use Take Action in Demandbase One for Sales (DB1S) with both Known and New people:

  • Gong Engage: Add people to Gong Flows.
  • Outreach: Add or remove people from Outreach Sequences.
  • Salesloft: Add or remove people from Salesloft Cadences.

Important: New people must be added to your CRM as contacts before you can add them to a sales workflow.

Understand Known and New People

The available Take Action workflow depends on the person record type.

Person Record Type Definition How to Identify
Known Person record from your CRM, Marketing Automation System (MAS), or data imports. The record must include an email address. Demandbase uses Lead to Account Matching to match the person with an account.

Green checkmark appears on the record.
New Third-party person record provided by Demandbase that does not exist in your CRM, MAS, or data imports.

Green checkmark does not appear on the record.

Access Take Action for People in Demandbase One for Sales

You can access the Take Action feature from the following areas in DB1S:

  • Account tab > Top People
  • People tab
  • Person profile page

Prerequisites for Taking Action with People in Demandbase One for Sales

  • You must integrate Demandbase with at least one of the following sales engagement tools:
    • Gong
      Important: To use Take Action with Gong Engage, Gong must be connected to Salesforce or Microsoft Dynamics CRM.
    • Outreach
    • Salesloft
  • To Take Action with New people, you must integrate Demandbase with Salesforce CRM or Microsoft Dynamics CRM.
    Important: Take Action is not available for Hubspot CRM.

Take Action with Known People in Demandbase One for Sales

  1. Log in to Demandbase One for Sales.
  2. Go to a Known person record and click the export icon.
    Take Action Known People.jpg
    Tip: You can also Take Action with multiple people. Click the checkboxes next to multiple known people records and click a Take Action option at the top of the table.
  3. Select one of the following Take Action options: 
    • Add to Gong Engage Flow
      Important: You can't remove people from Gong Engage flows.
    • Add or Remove from Outreach Sequence
    • Add or Remove from Salesloft Cadence
  4. Select assignee and workflow information from the drop-down lists. See the following articles for instructions. 
  5. Click Confirm.

Take Action with New People in Demandbase One for Sales

  1. Log in to Demandbase One for Sales.
  2. Go to a Net New person record and click the export icon.
    Take Action New People.jpg
    Tip: You can also Take Action with multiple people. Click the checkboxes next to multiple new people records and click a Take Action option at the top of the table.
  3. Select one of the following Take Action options: 
    • Add to Gong Engage Flow
    • Add to Outreach Sequence
    • Add to Salesloft Cadence
  4. New people must first be added as a Contact to your CRM before you can Take Action. Confirm the matched account from your CRM and click Continue.
    Important: You can only match people records to accounts that exist in your CRM.
    Take Action Add to CRM.jpg
  5. (Optional) The change the matched account record, next to the record, click Edit, and select from the following options:
    • Search for an existing record: Select Search for existing, enter account name, and select the account.
    • Create a new contact at new account
  6. In the Take Action page, select assignee and workflow information from the drop-down lists. See the following articles for instructions. 
  7. Click Confirm.

Was this article helpful?

0 out of 0 found this helpful