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.
| Action | Category | Available for Member Type |
|---|---|---|
| Add to Existing Static List | Demandbase | Account |
| Remove from Static List | Demandbase | Account |
| Add to Marketo Campaign | Partner | Person |
| Add to Outreach Sequence | Partner | Person |
| Remove from Outreach Sequence | Partner | Person |
| Add to SalesLoft Cadence | Partner | Person |
| Remove from SalesLoft Cadence | Partner | Person |
| Enroll in HubSpot Workflow | Partner | Person |
| Change Account Data | CRM | Account and Person |
| Change Person Data | CRM | Person |
| Convert Lead to Contact | CRM | Person |
| Create Salesforce Task | CRM | Account and Person |
| Add to Salesforce Campaign | CRM | Person |
| Change Status in Salesforce Campaign | CRM | Person |
| Remove from Salesforce Campaign | CRM | Person |