Add Automation Actions to Change CRM Account or Person Data

Context

When you create an Automation, you can add an action to change account or person field values in your Salesforce, Microsoft Dynamics, or HubSpot CRM. This action allows you to automate data management tasks based on the Selector criteria you specify. 

The actions you can add depend on the member type (Account or Person) selected for an Automation. See Automation Actions. 

Prerequisites/Preparation

You must have Admin privileges or be assigned to a permission set with the required access to use Demandbase Orchestration.

Demandbase Orchestration

You have set up one of the following CRM integrations:

• Demandbase Salesforce Integration
• Demandbase Microsoft Dynamics CRM Integration
• Demandbase HubSpot CRM Integration

Steps: Change Account Data

1. From the left navigation bar, go to  Orchestration > Automations.
2. Click Create New to create a new Automation or click the name of an existing Automation.
3. Click the Actions tab and click the plus icon.
   Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
   
4. In the Add Action window, select the CRM tab and click the option for your CRM.
   • Salesforce: Change Account Data
   • Dynamics: Change Dynamics Account Data
   • HubSpot: HubSpot Change Account Data
5. In the window that opens, enter the following:
   • Account Field: Select the account field to change.
   • New Field Value: Select or enter the new field value. The options available depend on the account field you selected.
     Tip: For fields that allow you to enter a value, you can select Token to write the value from another field to the one you selected. You can only write between fields from the same source. For example, you can only write the value from a Salesforce field to another Salesforce field.
     
     The following example shows the window to change account data in Salesforce.
     
6. Click Save.

Steps: Change Person Data

1. From the left navigation bar, go to  Orchestration > Automations.
2. Click Create New to create a new Automation or click the name of an existing Automation.
3. Click the Actions tab and click the plus icon.
   Tip: You can add multiple actions to an Automation. If an Automation already has an action added, click + Add Action to add another action.
   
4. In the Add Action window, select the CRM tab and click the option for your CRM.
   • Salesforce: Change Person Data
   • Dynamics: Change Dynamics Person Data
   • HubSpot: HubSpot Change Person Data
5. In the window that opens, enter the following:
   • Lead/Contact Field: Select the person field to change.
   • New Field Value: Select or enter the new field value. The options available depend on the person field you selected.
     Tip: For fields that allow you to enter a value, you can select Token to write the value from another field to the one you selected. You can only write between fields from the same source. For example, you can only write the value from a Salesforce field to another Salesforce field.
     
     The following example shows the window to change person data in Salesforce.
     
6. Click Save.

Outcome

When the Automation runs, Demandbase identifies the accounts or people that meet the Selector criteria and changes the field values in your CRM. You can see the updated field values in Demandbase after your next scheduled sync with your CRM.

Next Steps

Click the Scheduler tab to set up the schedule and frequency for the Automation to run.