Take Action: Add Account List to B2B IQ

Use Take Action to push high value accounts from Demandbase to lists in B2B IQ, streamlining account routing and engagement orchestration between the two systems.

Important: 

• You can only sync Account data to B2B IQ.
• You can use the B2B IQ integration on both Take Actions and Automation Actions. 

Prerequisites

• You must integrate Demandbase with B2B IQ.
• You must have Admin privileges or be assigned to a permission set that provides access to Take Action.

Steps

1. In Demandbase One for Marketing, select one or more accounts (for example, from Analytics > Accounts or Database > Accounts > Account Lists > {Account List} > {Account Name}).
2. Click Take Action.
3. In the right Take Action menu, select the Partner tab, and click Add Account List to B2BIQ.
4. In the Add List drop-down, select the account list you want to push to B2B IQ.
5. Click Confirm.