When you create an Automation, you select the tasks you want to automate from the Actions tab. The actions available depend on the member type (Account or Person) selected for the Automation.
Content Syndication
| Action | Available for Member Type |
| Add Account List to Integrate | Account |
| Add Account List to NetLine | Account |
CRM & MAS
Salesforce CRM
| Action | Available for Member Type |
| Change Account Data | Account, Person |
| Change Person Data | Person |
| Convert Lead to Contact | Person |
| Create Salesforce Task | Account, Person |
| Add Account to Salesforce Campaign | Account, Person |
| Add to Salesforce Campaign | Person |
| Change Account Status in Salesforce Campaign | Account, Person |
| Change Status in Salesforce Campaign | Person |
| Remove Account from Salesforce Campaign | Account, Person |
| Remove from Salesforce Campaign | Person |
Microsoft Dynamics CRM
| Action | Available for Member Type |
| Change Dynamics Account Data | Account, Person |
| Change Dynamics Person Data | Person |
| Create Task in Dynamics | Account, Person |
| Qualify Lead | Person |
| Change Status in Dynamics Campaign | Person |
| Add to Dynamics Campaign | Person |
| Remove from Dynamics Campaign | Person |
HubSpot CRM
| Action | Available for Member Type |
| Enroll to HubSpot Workflow | Person |
| Un-enroll from HubSpot Workflow | Person |
| Change Account Data | Account, Person |
| Change Person Data | Person |
| Update Lifecycle Stage in HubSpot CRM | Person |
| Create Task in HubSpot CRM | Account, Person |
| Remove Contacts from List | Person |
| Change HubSpot Status | Person |
| Add Contacts to List | Person |
Marketo
| Action | Available for Member Type |
| Add to Marketo Campaign | Person |
Demandbase
| Action | Available for Member Type |
| Add to Existing Static List | Account |
| Remove from Static List | Account |
| Custom Action | Account, Person |
Sales
| Action | Available for Member Type |
| Add to Salesloft Cadence | Person |
| Remove from Salesloft Cadence | Person |
| Add to Outreach Sequence | Person |
| Remove from Outreach Sequence | Person |
| Enroll to HubSpot Workflow | Person |
| Add Contacts to List (HubSpot) | Person |
| Add to Gong Engage Flow | Person |
| Lean Data One-Time Routing | Account |