Create and Manage Custom Integrations

Custom Integrations connect Demandbase to external systems that use HTTPS APIs. You can use a Custom Integration to:

• Create a Custom Action that sends Account and People data to an external system.

• Build an Automation that triggers an event in a partner’s system.

Prerequisites to Create and Manage Custom Integrations

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Create a Custom Integration

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click New Integration.
3. Select HTTP Integration.
   

4. Enter a name for the integration.

5. Enter the Bearer Token provided by the external system's API.
6. Click Save.

Edit a Custom Integration

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Scroll down to Custom Integrations.
3. Hover over the integration and click the settings icon.
4. Click Edit Integration.
   

5. Update the integration name or Bearer Token.

6. Click Save.

Delete a Custom Integration

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Scroll down to Custom Integrations.
3. Hover over the integration and click the settings icon. 
4. Click Delete Integration.
   
5. Enter the integration name to confirm deletion.
6. Click Delete.