Demandbase syncs emails and calendar meetings from authenticated Microsoft Exchange users and combines this activity with CRM and Marketing Automation System (MAS) data to provide a comprehensive view of account engagement.
Users can grant Demandbase access to their Microsoft Exchange emails and calendar events by connecting their Microsoft account or signing in using Microsoft Single Sign-On (SSO). When users sign in with Microsoft SSO for the first time, they can grant Demandbase permission to sync their emails and calendar meetings.
Tips:
- Users who don't want to grant Demandbase access to their Microsoft Exchange emails and calendar events can sign in using Demandbase authentication (email and password) instead of Microsoft SSO. Changing login methods does not revoke previously granted permissions.
Admins can use an Email Service Account to authenticate multiple Demandbase users without requiring individual authentication.
Demandbase syncs up to six months of email and calendar history.
How Demandbase Syncs Microsoft Exchange Activity
The following flowchart shows how Demandbase syncs emails and calendar events from Microsoft Exchange.
Manage Microsoft Exchange Email and Calendar Security
Admins can manage which emails and calendar meetings are synced and what information is visible in Demandbase.
- Include or exclude email addresses and accounts: Control which emails and meetings are synced. See Manage Communication History (Email Access Control).
- Enable email body display: Control whether email bodies are visible in Communication History. See Configure Email Communication Visibility (Email Access Control).
- Auto-lock executive email: Hide email subjects and bodies for specified users, such as executives. See Configure Email Communication Visibility (Email Access Control).
Configure Engagement Points for Microsoft Exchange Activity
You can configure Engagement Points for synced emails and calendar meetings to include this activity in account engagement scores.
See What is an Engagement Point?
Access Microsoft Exchange Communication History
Communication History shows synced emails and calendar events from Microsoft Exchange. Users can view this activity in Demandbase One for Marketing and Demandbase One for Sales to understand how their teams interact with accounts.
To view an account's Communication History, open the account record and go to Communication History.