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
- Select people to add to a campaign or list and click Take Action.
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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
- From the Campaign or List drop-down list, select the campaign or list to add people to.
- 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.
- Click Confirm.
Steps: Remove People from CRM Campaigns or Lists
- Select people to remove from a campaign or list and click Take Action.
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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
- From the Campaign or List drop-down list, select the campaign or list to remove people from.
- Click Confirm.
Steps: Change Status for People in Salesforce or Dynamics Campaigns
- Select people to change statuses for and click Take Action.
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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
- From the Campaign drop-down list, select the campaign with the people’s statuses to change.
- From the Member Status drop-down list, select the new status to assign people.
- Click Confirm.