Automation: Change CRM Account and Person Data

The Change CRM Data actions allow you to automatically change account or person field values in your CRM (Salesforce, Microsoft Dynamics or HubSpot).

Important: 

• CRM fields cannot be updated using Demandbase data. 
• Fields must come from the same data source. For example, Salesforce fields can only update other Salesforce fields.

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.
• Demandbase must be integrated with one of the following CRMs.:
  • Salesforce
  • Microsoft Dynamics
  • HubSpot CRM
• See Understanding Defined Value and Token in Actions.

Change Account Data

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > your CRM.
   • Salesforce: Change Account Data
   • Dynamics: Change Dynamics Account Data
   • HubSpot: HubSpot Change Account Data  
4. In the right sub-action panel, complete the following drop-downs: 
   • Account Field: Account field to update (destination field).
   • New Field Value: Account field to copy from (source field).
     • Defined: Value entered manually.
     • Token: Value copied from the source field.
       Tip: The options available depend on the Account Field selected. 
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Change Person Data

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Person Member Type.
   Tip: You can edit an existing automation by clicking an Automation name.
3. In the left main action panel, select CRM & MAS > your CRM.
   • Salesforce: Change Person Data
   • Dynamics: Change Dynamics Person Data
   • HubSpot: HubSpot Change Person Data 
4. In the right sub-action panel, complete the following drop-downs: 
   • Lead/Contact Field: Person field to update (destination field).
   • New Field Value: Person field to copy from (source field).
     • Defined: Value entered manually.
     • Token: Value copied from the source field.
       Tip: The options available depend on the Lead/Contact Field selected. 
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.

Outcome

Demandbase changes the account or person field values during the next scheduled sync with your CRM.