Reference: Automation Actions

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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. 

Demandbase

Action Available for Member Type
Add to Existing Static List Account
Remove from Static List Account

Partner

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
Add to Marketo Campaign Person
Enroll to HubSpot Workflow Person
Add Contacts to List (HubSpot) Person
Add to Gong Engage Flow Person

CRM

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
HubSpot Change Account Data Account, Person
HubSpot 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 (HubSpot) Person

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