Understanding Take Action

  • Updated

When you identify accounts or people you want to target, you can take action on those records directly from Demandbase.

Important: You must set up an integration before you can use Partner or CRM actions.

You can also take action from Demandbase One for Sales. See Take Action with People in Demandbase One for Sales.

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 record type (Account or Person). See Automation Actions.Take-Action-Accounts.png

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.
Take-Action-Account.png

Buying Group Insights

On the Buying Group Insights page of the AI Dashboard, you can take actions with the Action Agent in the Buying Group Overview heatmap, Accounts table, and People table.  See Taking Action with the Buying Group Action Agent.

In the heatmap, hover over a cell (which represents a group of accounts) to view insights about the accounts. If a cell has over 50% Persona Completeness and 100 or fewer accounts, you can Take Action on the account.

In the tables, you can take action on one or more accounts or individuals by selecting them and clicking the Take Action button.

What Actions Can You Take

Important: The actions available through the Action Agent on the Buying Group Insights page are limited. For a full list of supported actions, see Taking Action with the Buying Group Action Agent.

Demandbase

  • 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.
  • Export to CSV - Export selected records to CSV.

Partner

  • 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.
  • Add Contacts to List - Add up to 100 people to a HubSpot List.
  • Add to Gong Engage flow - Add up to 200 people to a Gong Engage flow.
  • LeanData One-Time Routing - Trigger a workflow in LeanData to act on key account engagement signals.
  • Add Account List to Integrate - Push Demandbase account lists to Integrate.
  • Custom Action - Create your own custom action by configuring an HTTPS API request to send Account or People data to a partner or trigger an event in the partner’s system. See Create Custom Action.

CRM

Salesforce CRM

  • Change Account Data - Update an account field for the selected accounts in Salesforce.
  • Add Account to Salesforce - Create new Salesforce account record using Demandbase data.
  • Change Person Data - Update a contact or lead field for the selected people in Salesforce.
  • Create Salesforce Task - Create a Salesforce task to follow-up on an account or record an action for up to 100 accounts or people.
  • Convert Lead to Contact - Convert up to 100 matched Leads to Contacts in Salesforce.
  • 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.
  • Change Status in Salesforce Campaign - Change the campaign status for up to 100 leads and contacts in a Salesforce Campaign.
  • Remove from Salesforce Campaign - Remove up to 100 leads and contacts from a Salesforce Campaign.

Microsoft Dynamics CRM

  • Change Dynamics Account Data - Update an account field for the selected accounts in Microsoft Dynamics.
  • Change Dynamics Person Data - Update a person field for the selected people in Microsoft Dynamics.
  • Create Task in Dynamics - Create a Microsoft Dynamics task to follow-up on an account or record an action for up to 100 accounts or people.
  • Qualify Lead - Set the status of up to 100 matched Leads to Qualified in Microsoft Dynamics.
  • Add to Dynamics Campaign - Add up to 100 people to a Microsoft Dynamics Campaign.
  • Change Status in Dynamics Campaign - Change the campaign status for up to 100 people in a Microsoft Dynamics Campaign.
  • Remove from Dynamics Campaign - Remove up to 100 people from a Microsoft Dynamics Campaign.

HubSpot CRM

  • Enroll to HubSpot Workflow - Enroll up to 100 people in a HubSpot Workflow.
  • Un-enroll from HubSpot Workflow - Un-enroll up to 100 people from a HubSpot Workflow.
  • HubSpot Change Account Data- Update an account field for the selected accounts in HubSpot.
  • HubSpot Change Person Data - Update a person field for the selected people in HubSpot.
  • Update Lifecycle Stage in HubSpot CRM - Update the lifecycle stage for up to 100 people in HubSpot.
  • Create Task in HubSpot CRM - Create a HubSpot task to follow-up on an account or record an action for up to 100 accounts or people.
  • Remove Contacts from List - Remove up to 100 people from a HubSpot List.
  • Change HubSpot status - Change the status for up to 100 people in HubSpot.
  • Add Contacts to List - Add up to 100 people to a HubSpot List.

Manage Take Action Permissions

Admins can configure which actions are available to users, and whether certain actions are restricted to Admins only. See Manage Action Configurations for Take Action.

To take action, users must have one the following permissions in Permission Sets:

  • Full Access
    or
  • Limited Access
    • Analytics > Take Action
    • Database > Take Action
    • Scout > Take Action
    • Settings > Integrated Systems > Action Configurations > View Only
    • Settings > Integrated Systems > Integrations > View Only

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 Settings > Action History.

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