Automation: Manage People in CRM Campaigns and Lists

The CRM Campaign and Lists actions allow you to automatically take following actions with people in your CRM (Salesforce, Microsoft Dynamics, or HubSpot CRM):

• Add to Campaign or List
• Remove from Campaign or List
• Change Status in Campaign (Salesforce and Dynamics only)

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
• You must have active campaigns or lists in your CRM.

Add People to CRM Campaigns or Lists

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: Add to Salesforce Campaign
   • Dynamics: Add to Dynamics Campaign
   • HubSpot: Add Contacts to List
4. In the right sub-action panel, complete the following drop-downs:
   • Campaign or List: Campaign or list to add people to.
   • Member Status: Status to assign people added to the campaign. 
     Tip: This option is only available for Salesforce and Dynamics.
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.

Remove People from CRM Campaigns or Lists

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: Remove from Salesforce Campaign
   • Dynamics: Remove from Dynamics Campaign
   • HubSpot: Remove Contacts from List
4. In the right sub-action panel, go to the Campaign or List drop-down and select the campaign or list you want to remove people from.  
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 Status for People in CRM Campaigns or Lists

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 Status in Salesforce Campaign
   • Dynamics: Change Status in Dynamics Campaign
   • HubSpot: Change HubSpot Status
4. In the right sub-action panel, complete the following drop-downs:
   • Campaign or List: Campaign or list with the people whose statuses you want to change.
   • Member Status: New status to assign people.
     Tip: This option is only available for Salesforce and Dynamics.
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.