Automation: Add Account List to NetLine

The Add Account List to NetLine action allows you to automatically push qualified accounts from Demandbase to LeadFlow campaigns run by NetLine. Once the account list data from Demandbase is available in NetLine, NetLine can then launch campaigns against those accounts. 

Important: You can only push Account lists to NetLine.

Prerequisites

• You must have a license for Orchestration.
• You must have Admin privileges or be assigned to a permission set that provides access to Orchestration.
• Demandbase must be integrated with NetLine.

Steps

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an Automation with Account Member Type.
   Tip: You can edit an existing automation by clicking the name of an Automation.
3. In the left main action panel, select Content Syndication > Add Account List to NetLine.
4. In the right sub-action panel, complete the following drop-down: 
   • Add List: Demandbase account list you want to push to NetLine.
5. Connect the sub-action node to the Set Automation Flow main action node.
6. In the Set Automation Flow main action node, define the population and schedule.
7. Publish the Automation.