Add Automation Actions to Manage People in CRM Campaigns and Lists

Context

When you create an Automation, you can add the following actions to manage people in campaigns or lists in your Salesforce, Microsoft Dynamics, or HubSpot CRM:

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

These actions allow you to automate managing people in CRM campaigns and lists 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 Orchestration.

Demandbase Orchestration

You have set up one of the following CRM integrations and have active campaigns or lists:

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

Steps: Add People to CRM Campaigns or Lists

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: Add to Salesforce Campaign
   • Dynamics: Add to Dynamics Campaign
   • HubSpot: Add Contacts to List
5. In the window that opens, enter the following:
   • Campaign or List: Select the campaign or list to add people to.
   • Member Status: Select the status to assign people added to the campaign. This option is only available for Salesforce and Dynamics.
     
     The following example shows the window for adding people to a Salesforce campaign.
     
6. Click Save.

Steps: Remove People from CRM Campaigns or Lists

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: Remove from Salesforce Campaign
   • Dynamics: Remove from Dynamics Campaign
   • HubSpot: Remove Contacts from List
5. In the window that opens, select the campaign or list to remove people from in the drop-down list.
   
   The following example shows the window for removing people from a Salesforce campaign.
   
   
6. Click Save.

Steps: Change Status for People in Salesforce or Dynamics Campaigns

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 Status in Salesforce Campaign
   • Dynamics: Change Status in Dynamics Campaign
5. In the window that opens, enter the following:
   • Campaign: Select the campaign with the people’s statuses to change.
   • Member Status: Select the new status to assign people.
     
     The following example shows the window for changing status for people in a Salesforce campaign.
     
     
6. Click Save.

Outcome

When the Automation runs, Demandbase identifies people that meet the Selector criteria and makes the appropriate changes in the selected campaign or list. 

Next Steps

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