Map Predictive Scores to CRM Custom Fields

  • Updated

Context

You can map Pipeline Predict and Qualification Scores from Demandbase to custom fields you create in CRM. This allows you to write back multiple Predictive Scores to CRM custom fields. 

Prerequisites/Preparation

Read Understanding Pipeline Predict Scores and Understanding Qualification Scores.

Steps

  1. Create a custom field in CRM. 
  2. From the left navigation bar, go to Settings_N.png Settings > Platform > Demandbase Calculated Fields and click New Demandbase Field.
  3. In the Demandbase Calculated Field window, enter the following:
    • Select Predictive Score from the Data drop-down list.
    • Select Pipeline Predict or Qualification Score from the Score Type drop-down list.
    • Select the Predictive Score you want to map to CRM.
    • Select the CRM (Salesforce, HubSpot, Microsoft Dynamics) Account Field to map the Predictive Score to.
    • Toggle on Write-back Enabled to allow Demandbase to update the field value in CRM.
      Calculated_Fields_Predictive_Scores_N.png
  4. Click Save.

Outcome

Data will be processed after the sync and available in the customer database according to the schedules described in Understanding Demandbase Data Availability

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