Take Action: Add Account List to Integrate

The Add Account Lists in Integrate action allows you to push qualified accounts from Demandbase to campaigns run by Integrate. Once the account list data from Demandbase is available in Integrate, Integrate can then launch campaigns against those accounts.

Important: You can only push Account lists to Integrate.

Prerequisites

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

Steps

1. In Demandbase One for Marketing, select any individual account (for example, from Analytics > Accounts or Database > Account List > Accounts) and click Take Action.
   Important: You must select individual accounts to start the Take Action workflow. Within the workflow, you can only push entire account lists to Integrate - not individual accounts.
2. In the right Take Action menu, go to the Partner tab, and click Add Account List to Integrate.
3. In the Add Account List to Integrate panel, complete the following drop-downs:
   • Add List: Demandbase account list you want to push to Integrate.
   • List Type: Type of list you want to generate in Integrate.
     • Domain: Account domain
     • Target: Account name
4.  Click Confirm.