Take Action: Outreach Sequences

The Outreach Sequence actions allow you to add and remove people from Outreach Sequences.

Important: 

• Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution.
• If a lead exists in Marketo but not in Salesforce, Demandbase can add that lead to an Outreach Sequence, provided one of the following conditions is met:
  • The person already exists in Outreach.
  • Outreach is configured to automatically create new records when the action is taken

You can also Take Action with Outreach in Demandbase One for Sales. See Take Action with People in Demandbase One for Sales.

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• Demandbase must be integrated with Outreach.
• You must have active Outreach Sequences.

Add to Outreach Sequences

1. Select people to add to a Sequence and click Take Action.
2. In the right Take Action menu, select the Partner tab, and click Add to Outreach Sequence.
3. In the Assignee drop-down, select the Outreach User that can access the Sequence. 
   Tip: Sequences that are public can be accessed by any Outreach user.
4. In the Sequence drop-down, select the Outreach Sequence you want people added to. 
5. Click Confirm.

Remove from Outreach Sequences

1. Select people to remove from a Sequence and click Take Action.
2. In the right Take Action menu, select the Partner tab, and click Remove from Outreach Sequence.
3. In the Sequence drop-down, select the Outreach Sequence you want people removed from. 
4. Click Confirm.

Outcome

Demandbase adds or removes the people you selected from the Outreach Sequence.

Important: If a person is already part of an exclusive Sequence (setting managed in Outreach), an error message appears in Action History and a pop-up message warns you that Demandbase was unable to complete the action.