Contents:

• Overview
• Benefits
• How it Works
• Prerequisites
• Setup Instructions: Connecting to Demandbase
• Using the Demandbase Action Node in FlowBuilder
• Node Configuration

 

Overview

Seamlessly integrate Demandbase with LeanData to orchestrate powerful, account-based actions directly within your routing graphs. This native integration empowers you to trigger Demandbase Import Jobs using the rich CRM data captured in your FlowBuilder graphs. By connecting LeanData's robust routing and orchestration capabilities with Demandbase's account intelligence, you can automate and unify your go-to-market plays, from lead routing to targeted account engagement.

Example: Victoria wants to update Demandbase when an Opportunity reaches the Proposal stage in Salesforce. She sets up a LeanData Opportunity Graph to trigger when an Opportunity has a stage change to “Proposal” routes the Opp to the correct Account Executive, and then utilizes the Demandbase Send Data Node to send the company information, opportunity stage, and owner to Demandbase via the Import API.

 

Benefits

• Unified Account Orchestration: Bridge the gap between your routing and engagement systems for a single, cohesive workflow.
• Timely Engagement Triggers: Trigger Demandbase actions based on LeanData's flexible routing logic, ensuring timely and relevant outreach.
• Improved Speed-to-Engagement: Automate intent-based actions to engage with prospects and customers faster than ever before.
• Enhanced Campaign ROI: Drive better return on investment by coordinating engagement efforts across platforms for more targeted and effective campaigns.
• Eliminate Manual Processes: Reduce the need for manual list uploads and complex process coordination between teams.

 

How it Works

• The Demandbase integration utilizes a new Demandbase Send Data Action Node within LeanData's FlowBuilder. This node connects to the Demandbase Import API, allowing you to send data from your FlowBuilder graph—such as information about an Account, Contact, or Opportunity—to your Demandbase instance.
• The process is asynchronous and involves two main steps that happen automatically behind the scenes:
• Create Import Job: LeanData first creates an import job in Demandbase.
• Submit Import Data: LeanData then submits the data you've configured to that job.
• This "fire-and-forget" model means that all records are processed asynchronously in Demandbase, allowing your routing flow to proceed without delay.

 

Prerequisites

To use the Demandbase integration, you will need:

• A LeanData license for Orchestration Advanced or Premium.
• A Demandbase plan that includes access to the Import API (typically Advanced or Elite).
• Your Demandbase API Token.

 

Setup Instructions: Connecting to Demandbase

Before you can use the Demandbase Action Node, you'll need to authorize the connection to your Demandbase instance. This is a one-time setup.

• In LeanData, navigate to Integrations > Routing > Enrichment.
• Locate Demandbase in the list of integrations. Click Get Started.

• In the Demandbase Authorization section, paste your Demandbase API Token into the provided field. You can obtain your Demandbase Token from your Demandbase account.

  

• Click Authorize Demandbase.
  • If the connection is successful, you will see a "Demandbase Authorization Successful" message.
  • If the connection fails, an error message will appear. Please check your API token and try again.

 

Using the Demandbase Action Node in FlowBuilder

Once you've authorized the connection, you can add the Demandbase Send Data Action Node to any of your FlowBuilder graphs.

Node Configuration

• From the Node Bar, go to Integrations > Enrichment > Demandbase > Send Data and drag the node onto your graph.

Selecting an Entity Type

Opening the node, in the Demandbase Entity Type section, select the type of object you want to update in Demandbase: Account, Person, or Opportunity.

Once you select your Demandbase Entity Type, configuration options will appear that allow you to map specific data fields or variables to send to the chosen Demandbase entity.

Mapping Data to Send to Demandbase

In the What data do you want to send to Demandbase? section, you will map LeanData variables to Demandbase fields.

In the Demandbase Field Column, select the Demandbase field(s) you want to update. The dropdown will differentiate between fields used for matching and fields used for updating. These fields will be different depending on which Entity Type You selected above.

• Matching Fields are used to identify the correct record in Demandbase and will be marked with "(Matching Field)". Below is a list of the available matching fields:
  • Account:
    • Account Name
    • Account Domain
    • External Account ID
  • Person:
    • Email
    • Account Name
    • Account Domain
    • External Account ID
  • Opportunity:
    • Account Name
    • Account Domain
    • External Account ID
• All other fields will be used to update the record.

Value: This is the data you want to send. You can either enter static values or use LeanData variables to dynamically populate this information from your graph (e.g., {{Matched Account.Id}}).

Note: Required fields for the selected Entity Type will be pre-populated. You must provide a valid value for all required fields.

Fallback Edges

Under Advanced Settings, you can configure your fallback edges:

• Next Node: Direct this edge to your desired next node if you want to continue processing the record after sending data to Demandbase.
• Configuration Error: Use this edge if you want to take a separate action — such as sending a notification or updating a field — when errors occur.

 

For additional questions, please submit a ticket to LeanData Support