Take Action with People in Demandbase One for Sales

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In Demandbase One for Sales, you can Take Action with people to add them to Gong Engage Flows, or add or remove them from Outreach Sequences and Salesloft Cadences. This allows you to send people to sales engagement tools directly from Demandbase, eliminating the need to switch to external platforms.

You can Take Action with Known and New people. 
Important: New people must first be added as a Contact to your CRM before you can Take Action. See Steps: Take Action with Net New People for instructions.

The following table shows information about Known vs. Net New people.

People Record Type Definition How to Identify
Known people CRM, MAS, and CSV people records with an email address. Once synced into Demandbase, the person is matched against an account using the Lead to Account Matching feature. See Understanding Lead to Account Matching. 

Has green check mark.
Net New people Third party people records provided by Demandbase. These records are not in your CRM, Marketing Automation System, or CSV imports.

Doesn't have green check mark.

The Take Action feature is available in the following areas of Demandbase One for Sales: 

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

Prerequisites

  • You must integrate Demandbase with one of the following sales tools: 
    • Gong
      Important: To Take Action with Gong, your Gong must be integrated with Salesforce or Microsoft Dynamics CRM.
    • Outreach
    • Salesloft
  • To Take Action with Net New people records, the following requirements must be met: 
    • You must integrate Demandbase with Salesforce CRM or Microsoft Dynamics CRM.
      Important: Take Action is unavailable for Hubspot CRM.
    • The matched account must exist in your CRM. You can't create new accounts through the Take Action feature.

Take Action with Known People

  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 or Remove from Outreach Sequence
    • Add or Remove from Salesloft Cadence
    • Add to Gong Engage Flow
      Important: You can't remove people from Gong Engage flows.
  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

  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 Outreach Sequence
    • Add to Salesloft Cadence
    • Add to Gong Engage Flow
  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.

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