Automation: Add Account List to Integrate

The Add Account List to Integrate action allows you to automatically 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 Orchestration.
• Demandbase must be integrated with Integrate.

Steps

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking the name of an Automation.
3. In the left main action panel, select Content Syndication > Add Account List to Integrate.
4. In the right sub-action 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
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.