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 |