Take Action: Manage People in CRM Campaigns or Lists

Context

The following actions allow you to manage people in campaigns or list in your Salesforce, Microsoft Dynamics, or HubSpot CRM directly from Demandbase:

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

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.

The following example shows the CRM tab for Salesforce actions.

Prerequisites/Preparation

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. Select people to add to a campaign or list and click Take Action.
2. In the right Take Action menu, 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
3. From the Campaign or List drop-down list, select the campaign or list to add people to.
4. From the Member Status drop-down list, select the status to assign people added to the campaign. This option is only available for Salesforce and Dynamics.
5. Click Confirm.

Steps: Remove People from CRM Campaigns or Lists

1. Select people to remove from a campaign or list and click Take Action.
2. In the right Take Action menu, 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
3. From the Campaign or List drop-down list, select the campaign or list to remove people from.
4. Click Confirm.

Steps: Change Status for People in Salesforce or Dynamics Campaigns

1. Select people to change statuses 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 Status in Salesforce Campaign
   • Dynamics: Change Status in Dynamics Campaign
3. From the Campaign drop-down list, select the campaign with the people’s statuses to change.
4. From the Member Status drop-down list, select the new status to assign people.
5. Click Confirm.