Automation: Add Account List to NetLine

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

Important: You can only sync Account data to NetLine.

Prerequisites

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

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, select the 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.