Demandbase can log email communication history, calendar events, and Take Action jobs to your CRM Leads and Contacts. These activities are logged in your CRM as Tasks.
You can also assign Engagement Points to these Tasks in Demandbase so that emails, meetings, and Take Action activities contribute to account engagement scores alongside other sales and marketing activities.
Supported CRM Activity Logging Types
Demandbase supports logging the following activities as CRM Tasks.
Platform Activities
- Calendar Events
- Inbound Email
- Outbound Email
- Email Body
- Add Contacts from Calendar Events to Salesforce
Take Action Jobs
- Add to CRM Campaign
- Add to Marketo Campaign
- Add to Outreach Sequence
- Add to Salesloft Cadence
How Demandbase Logs Calendar Events
Demandbase logs only external meetings to your CRM.
How Demandbase Identifies External Meetings
To determine whether a meeting is external, Demandbase:
- Identifies the meeting organizer's email domain.
- Identifies the most common internal email domain in your Demandbase instance.
- Excludes attendees whose email domains match either internal domain.
- Classifies the meeting as external if at least one attendee has a different email domain.
How Demandbase Matches Calendar Events to Salesforce Records
When logging a calendar event, Demandbase:
- Reviews meeting attendees in the order they appear.
- Selects the first attendee who matches a Salesforce Contact.
- If no Contact matches, selects the first attendee who matches a Salesforce Lead.
- Does not log the meeting if no attendee matches an existing Salesforce record.
Important: If Add Contacts from Calendar Events to Salesforce is enabled, Demandbase creates new Salesforce Contacts for meeting attendees who do not already exist in Salesforce and can be matched to an existing Salesforce Account.
CRM Task Field Values for Calendar Events
Field |
Logged Value |
|---|---|
| Name/Who | Name of the Lead or Contact. |
| What/Related To | Associated Account for Contacts. Not supported for Leads. |
| Subject | [Demandbase] [Meeting]: Meeting Name |
| Description | Meeting description from the calendar invitation. |
| Activity Date/Due Date | Date the meeting started. |
| Status | First Closed value in the Activity Status picklist. |
| Duration | Meeting duration. Supported only for Gmail. |
| Owner ID | Demandbase user whose calendar is synced. |
| Task Type | Meeting. |
How Demandbase Logs Emails
Demandbase supports logging inbound emails, outbound emails, and email body content to your CRM.
Requirements for Logging Emails
Demandbase logs an email only when all the following conditions are met:
- The email is not blocked by the automatic lock list or a manually locked thread.
- The email can be matched to an account.
- At least one email participant belongs to a target account.
Important:
- Demandbase does not log emails that cannot be matched to an account, including internal-only emails.
- Demandbase does not log automatic replies or out-of-office messages.
How Demandbase Identifies Inbound and Outbound Emails
Demandbase uses the From email address to classify emails:
- Outbound Email: The sender matches a Demandbase user's email address or your organization's email domain.
- Inbound Email: The sender does not match a Demandbase user's email address or your organization's email domain.
CRM Task Field Values for Inbound Emails
Field |
Logged Value |
|---|---|
| Subject | [Demandbase] [Inbound Email]: Email Subject |
| Description | Email metadata and body content if Email Body Logging is enabled. |
| Status | First Closed value in the Activity Status picklist. |
| Owner | First Demandbase user found in To, then CC, then BCC. If no Demandbase user is a recipient, the Account Owner. |
| Name/Who | Email sender. The sender must exist in Salesforce for the activity to be logged. |
| Related To | Associated Account for Contacts. |
| Activity Date | Date the email was received. |
CRM Task Field Values for Outbound Emails
Field |
Logged Value |
|---|---|
| Subject | [Demandbase] [Outbound Email]: Email Subject Line |
| Description | Email metadata and body content if Email Body Logging is enabled. |
| Status | First Closed value in the Activity Status picklist. |
| Owner | Demandbase user who sent the email. If the sender is not a Demandbase user, the Account Owner. |
| Name/Who | First matching Lead or Contact found in To, then CC, then BCC. |
| Related To | Associated Account for Contacts. |
| Activity Date | Date the email was sent. |
How Demandbase Logs Take Action Jobs
Demandbase can log supported Take Action jobs as CRM Tasks. Each Task includes information about the action, the user who initiated it, and the impacted Lead or Contact.
CRM Task Field Values for CRM Campaign Jobs
Field |
Logged Value |
|---|---|
| Type | [CRM] Campaign |
| Subject | [CRM Campaign]: Name of Lead or Contact |
| Description | Campaign name. |
| Owner | User who initiated the action. |
| Name/Who | Impacted Lead or Contact. |
| Related To | Associated Account for Contacts. |
CRM Task Field Values for Marketo Campaign Jobs
Field |
Logged Value |
|---|---|
| Type | Marketo Campaign |
| Subject | [Marketo Campaign]: Name of Lead or Contact |
| Description | Campaign name. |
| Owner | User who initiated the action. |
| Name/Who | Impacted Lead or Contact. |
| Related To | Associated Account for Contacts. |
CRM Task Field Values for HubSpot Workflow Jobs
Field |
Logged Value |
|---|---|
| Type | HubSpot Workflow |
| Subject | [HubSpot Workflow]: Name of Lead or Contact |
| Description | Workflow name. |
| Owner | User who initiated the action. |
| Name/Who | Impacted Lead or Contact. |
| Related To | Associated Account for Contacts. |
CRM Task Field Values for Outreach Sequence Jobs
Field |
Logged Value |
|---|---|
| Type | Outreach |
| Subject | [Outreach]: Sequence Name |
| Description | Assignee. |
| Owner | User who initiated the action. |
| Name/Who | Impacted Lead or Contact. |
| Related To | Associated Account for Contacts. |
CRM Task Field Values for Salesloft Cadence Jobs
Field |
Logged Value |
|---|---|
| Type | Salesloft |
| Subject | [Salesloft]: Cadence Name |
| Description | Cadence name. |
| Owner | User who initiated the action. |
| Name/Who | Impacted Lead or Contact. |
| Related To | Associated Account for Contacts. |
Prerequisites to Access CRM Activity Logging
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Access CRM Activity Logging Settings
From the left navigation bar, go to Settings > Platform > Activity Logging.