Map Segments to CRM Custom Fields

  • Updated

You can map Demandbase Account or People segments to custom CRM fields using Demandbase Calculated Fields. This allows you to sync segment data to your CRM for reporting, filtering, automation, and other CRM workflows.

Important: YOnly Account and People segments are supported in Calculated Fields.

Prerequisites to Map Segments to CRM Custom Fields

  • You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
  • You must integrate Demandbase with a CRM.
  • Read Understanding Segments.

Map Segments to CRM Custom Fields

  1. In your CRM, create a custom field for the Account, Lead, or Contact object.
  2. Log in to Demandbase.
  3. From the left navigation bar, go to Settings_N.png Settings > Platform > Demandbase Calculated Fields.
  4. Click Create New.

  5. Configure the following fields:

    • Data: Select Segment.
    • Segment: Select the Account or People segment to map.
    • Map to [CRM] [Object] Field: Select the CRM custom field you created in step 1.
    • Write-back Enabled: Toggle on to sync the calculated field data to your CRM.
  6. Click Save.
    Demandbase_Calculated_Field_Segment_N.png

Outcome of Mapping Segments to CRM Custom Fields

After you save the calculated field, Demandbase makes the data available according to its data processing schedule. The mapped segment data is synced to your CRM.

See Understanding Demandbase Data Availability.