Take Action: Change CRM Account or Person Data

Context

The Change Account Data and Change Person Data actions allow you to change field values in your Salesforce, Microsoft Dynamics, or HubSpot CRM directly from Demandbase. 

Prerequisites/Preparation

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. Select accounts to change field values for and click Take Action.
2. In the right Take Action menu, 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
     
     The following example shows the CRM tab for Salesforce actions.
     
3. Select the Account Field you want to change.
4. 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.
5. Click Confirm.

Steps: Change Person Data

1. Select people to change field values for and click Take Action.
2. In the right Take Action menu, 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
     
     The following example shows the CRM tab for Salesforce actions.
     
3. Select the Lead/Contact Field you want to change. 
4. 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.
5. Click Confirm.

Outcome

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