Take Action: Add Account List to Integrate

The Add Account Lists to Integrate action allows you to sync accounts from Demandbase to campaigns run by Integrate.

Important: You can only sync accounts to Integrate.

Prerequisites for Adding Account List to Integrate

• You must integrate Demandbase with Integrate.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• You must have an account list in Demandbase to use as the list name in Integrate. Users must still select the specific accounts they want to send because the account list does not determine which accounts are sent.

Add Account List to Integrate

1. In Demandbase One for Marketing, select the accounts you want to send to Integrate. For example, go to Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}.
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab.
4. Click Add Account List to Integrate.
5. Complete the following drop-downs:
   • Add List: Demandbase account list to use as the list name in Integrate.
     Important: Demandbase sends only the accounts you selected in step 1. The account list selected in the Add List drop-down does not determine which accounts are sent.
   • List Type: Type of list you want to generate in Integrate.
     • Domain: Account domain
     • Target: Account name
6.  Click Confirm.