When you find accounts or people you want to follow up with, you can quickly take action from Demandbase.
Important:
- You must set up an integration before you can use partner or CRM actions.
- CRM Actions are only available for Salesforce.
- For SalesLoft, each Demandbase user must also set up a user-level integration to use the SalesLoft actions. See Integrate SalesLoft with Demandbase.
Where You Can Take Action
Account and Person Tables
From any account or person table in Demandbase, you can select one or more entries and click Take Action. In the right Take Action menu, the Demandbase, Partner, or CRM tabs show the available actions.
Tip: Actions may be unavailable if the integration is not set up or the action is limited to a specific member type (Account or Person). See Automation Actions.
Account and Person Overview Page
When you're on an account or person overview page in Analytics, you can click Take Action to access the available actions.
What Actions Can You Take
Demandbase Actions
- Add to New Static List - Create a new static list and add the selected accounts to the list.
- Add to Existing Static List - Add selected accounts to a static list.
- Remove from Static List - Remove selected accounts from a static list.
Partner Actions
- Add to SalesLoft Cadence - Add up to 100 people to a SalesLoft Cadence.
- Remove from SalesLoft Cadence - Remove up to 100 people from a SalesLoft Cadence.
- Add to Outreach Sequence - Add up to 100 people to an Outreach Sequence.
- Remove from Outreach Sequence - Remove up to 100 people from an Outreach Sequence.
- Add to Marketo Campaign - Add people to a Marketo Campaign.
- Enroll to HubSpot Workflow - Enroll up to 100 people in a HubSpot Workflow.
- Un-enroll from HubSpot Workflow - Unenroll up to 100 people from a HubSpot Workflow.
- Add to Gong Engage flow - Add up to 200 people to a Gong Engage flow.
CRM Actions
- Change Account Data - Update an account field for the selected accounts in Salesforce.
- Change Dynamics Account Data - Update an account field for the selected accounts in Microsoft Dynamics.
- HubSpot Change Account Data- Update an account field for the selected accounts in HubSpot.
- Change Person Data - Update a contact or lead field for the selected people in Salesforce.
- Change Dynamics Person Data - Update a person field for the selected people in Microsoft Dynamics.
- HubSpot Change Person Data - Update a person field for the selected people in HubSpot.
- Create Salesforce Task - Create a Salesforce task to follow-up on an account or record an action for up to 100 people or accounts.
- Create Task in Dynamics - Create a Microsoft Dynamics task to follow-up on an account or record an action for up to 100 people or accounts.
- Create Task in HubSpot CRM - Create a HubSpot task to follow-up on an account or record an action for up to 100 people or accounts.
- Convert Lead to Contact - Convert up to 100 matched Leads to Contacts in Salesforce.
- Qualify Lead - Set the status of up to 100 matched Leads to Qualified in Microsoft Dynamics.
- Update Lifecycle Stage in HubSpot CRM - Update the lifecycle stage for up to 100 people in HubSpot.
- Add Account to Salesforce Campaign - Add up to 100 accounts to a Salesforce Campaign.
- Change Account Status in Salesforce Campaign - Change the campaign status for up to 100 accounts in a Salesforce Campaign.
- Remove Account from Salesforce Campaign - Remove up to 100 accounts from a Salesforce Campaign.
- Add to Salesforce Campaign - Add up to 100 leads and contacts to a Salesforce Campaign.
- Add to Dynamics Campaign - Add up to 100 people to a Microsoft Dynamics Campaign.
- Add Contacts to List - Add up to 100 people to a HubSpot List.
- Change Status in Salesforce Campaign - Change the campaign status for up to 100 leads and contacts in a Salesforce Campaign.
- Change Status in Dynamics Campaign - Change the campaign status for up to 100 people in a Microsoft Dynamics Campaign.
- Remove from Salesforce Campaign - Remove up to 100 leads and contacts from a Salesforce Campaign.
- Remove from Dynamics Campaign - Remove up to 100 people from a Microsoft Dynamics Campaign.
- Remove Contacts from List - Remove up to 100 people from a HubSpot List.
Managing Action Permissions
Admins can configure the actions available to users and if they are limited to users with Admin permissions assigned. See Manage Action Visibility and Access (Action Configurations).
Important: Users must be assigned to a permission set with Take Action access to use the available actions. For permission sets with Limited Access selected for the Analytics, Database, or Scout sections, the Take Action option must be selected to make the actions available. See Understanding Permission Sets.
Reviewing Action History
After users take action, Demandbase starts a Job to complete the actions selected. Admins can view the status of Jobs and Actions from the Action History page in Settings.