Take Action: Create CRM Tasks

The Create CRM Tasks action allows you to create tasks in your CRM (Salesforce, Microsoft Dynamics, or HubSpot CRM). For example, you can create tasks when an account reaches MQA status or when an executive at a target account views a pricing page.

Important: Take Action functionality is limited to a maximum of 100 records at a time. This limit doesn't apply when using Automations within the Orchestration solution. 

Prerequisites

• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.
• Demandbase must be integrated with one of the following CRMs.:
  • Salesforce
  • Microsoft Dynamics
  • HubSpot CRM

Steps

1. Select accounts or people to create tasks for and click Take Action.
2. In the right Take Action menu, select the CRM tab, and click the option for your CRM.
   • Salesforce: Create Salesforce Task
   • Dynamics: Create Task in Dynamics
   • HubSpot: Create Task in HubSpot CRM
3. In the Create Task panel, enter the following:
   • Subject: Enter a subject or click +{{ Token }} to define the subject. Tokens allow you to write the value from one field to another.
   • Assignee: CRM user as the assignee.
   • Due in Day(s): Number of days the assignee has to complete the task.
   • Comments: Enter a comment or click +{{ Token }} to define the comment. Tokens allow you to write the value from one field to another.
4. Click Confirm.