Workato enables swift connections to thousands of applications through a low-code platform. The Demandbase connector in Workato allows you to quickly build automated workflows, known as recipes, that facilitate Demandbase data import, company and contact searches, and account matching and enrichment.
These automated processes, initiated by a trigger (e.g., a new file uploaded to your Amazon S3 bucket, or an update to an Account in Salesforce), execute a series of one or more actions to connect and process data across different applications using connectors.
You can set up recipes to pull data into Demandbase from different sources and also send data to other systems from Demandbase.
As a Workato and Demandbase user you can build your own recipes using the Demandbase APIs. We encourage you to share them with other Workato users in the community.
For more information, start with the following articles on the Workato site:
The Demandbase connector in Workato allows you to do the following:
- Search for Companies and Contacts
- Account match
- Enrich account data
- Get company Technographics
- Import Accounts, Opportunities, Contacts, and Leads to Demandbase
Important: When you import data into Demandbase using Workato, the data source will show up as CSV.
Prerequisites
- You must be a Demandbase and Workato customer.
- You must have Admin privileges in Demandbase.
- Get an API token from Demandbase.
Get API Token from Demandbase
- Log in to Demandbase.
- From the left navigation bar, go to
Settings > My Profile > API Tokens.
- If a token does not already exist, click Generate.
- Click Copy to clipboard.
Demandbase Recipes
To use one of the Demandbase created recipes, log in to your Workato account and go to the Community Library and search for Demandbase.
Demandbase/Company and Contact Data
Demandbase: Enrich new created Account from Salesforce and update it back to Salesforce
This recipe automatically enriches new Salesforce account records with data from Demandbase.
When a new account is created in Salesforce, the recipe initiates a search in Demandbase for the corresponding company. If a match is found, the Salesforce account record is updated with available firmographic, technographic, and intent data retrieved from Demandbase. This integration ensures that sales and marketing teams have access to current account intelligence within Salesforce.
Demandbase: Enrich new created Contact from Salesforce and update it back to Salesforce
This recipe automatically enriches new Salesforce contact records with data from Demandbase.
When a new contact is created in Salesforce, the recipe triggers a search in Demandbase. If a matching company is found in Demandbase based on the contact's associated account, relevant data is then added to the new Salesforce contact record. This process provides sales and marketing teams with supplementary information linked to new contacts.
Demandbase: update Company Technographics back to Salesforce
This recipe automatically updates Salesforce account records with technographic data from Demandbase.
When an account record is modified in Salesforce, the recipe triggers a search in Demandbase for the corresponding company. If a match is found, the Salesforce account record is updated with relevant technographic information retrieved from Demandbase. This integration provides sales and marketing teams with current data on the technologies used by their target accounts.
Demandbase/Data Import
Intent activity import
This Workato recipe automates the process of transferring Intent Activity data from Amazon S3 to Demandbase.
When a new CSV file is added to a designated Amazon S3 bucket, the recipe triggers the creation of an import job, then pushes the data in the file into Demandbase. This automated workflow eliminates manual data handling and reduces delays in data availability within Demandbase.
Account import for Salesforce
This Workato recipe automates the transfer of Account data from Amazon S3 to Demandbase.
When a new CSV file is detected in a specified Amazon S3 bucket, the recipe initiates the creation of an import job, then transfers the Account data in the file into Demandbase. This automated process simplifies data integration and minimizes delays in data availability within Demandbase.
Opportunity import
This Workato recipe automates the process of transferring Opportunity data from Amazon S3 to Demandbase.
When a new CSV file is detected in a designated Amazon S3 bucket, this Workato recipe will create an import job and then transfer the Opportunity data in the file into Demandbase. This automated workflow simplifies data integration and reduces delays in data availability in Demandbase.
Person (Contact/Lead) import
This Workato recipe automates the transfer of Person data from Amazon S3 to Demandbase.
When a new CSV file is detected in a specified Amazon S3 bucket, the recipe initiates the creation of an import job, then transfers the Person data in the file into Demandbase. This automated process aims to simplify data integration and minimize delays in data availability within Demandbase.