The Create CRM Tasks action allows you to automatically create tasks in your CRM (Salesforce, Microsoft Dynamics, or HubSpot CRM). For example, you can create tasks when an account reaches MQA status or when an executive at a target account views a pricing page.
Prerequisites
- You must have Admin privileges or be assigned to a permission set with the required access to use Demandbase Orchestration.
- Demandbase must be integrated with one of the following CRMs.:
- See Understanding Defined Value and Token in Actions.
Steps
- From the left navigation bar, go to
Orchestration > Automations.
-
Create an Automation with Account Member Type.
Tip: You can edit an existing automation by clicking an Automation name. - In the left main action panel, select CRM & MAS > your CRM.
- Salesforce: Create Salesforce Task
- Dynamics: Create Task in Dynamics
- HubSpot: Create Task in Hubspot CRM
- In the window that opens, enter the following:
- Subject: Enter a subject or click +{{ Token }} to define the subject.
- Assignee: CRM user as the assignee.
- Due in Day(s): Number of days the assignee has to complete the task.
- Comments: Enter a comment or click +{{ Token }} to define the comment.
- Connect the sub-action node to the Set Automation Flow main action node.
- In the Set Automation Flow main action node, define the population and schedule.
- Publish the Automation.