Important : If a person is already part of an exclusive Sequence (setting managed in Outreach), an error message appears in Action History and a pop-up message warns you that Demandbase was unable to complete the action. From the Sequence drop-down list, select the Outreach Sequence you want people removed from.ĭemandbase sends a request to Outreach to add or remove the people you selected from the Sequence.In the right Take Action menu, select the Partner tab and click Remove from Outreach Sequence. Select people to remove from a Sequence and click Take Action.From the Sequence drop-down list, select the Outreach Sequence you want people added to.Sequences can be accessed by the owner, or any Outreach user if they are set as public. From the Assignee drop-down list, select the Outreach User that can access the Sequence.In the right Take Action menu, select the Partner tab and click Add to Outreach Sequence.From the contact record, click the Email tab. Click the name of the contact you want to enroll to open their contact record. Select people to add to a Sequence and click Take Action. To enroll a contact in a sequence from your HubSpot account: In your HubSpot account, navigate to Contacts > Contacts.If you have the Orchestration solution, you can use Automations without this limitation.ĭemandbase Outreach Integration and active Outreach Sequences Steps: Add to Outreach Sequences The limit only applies to the Take Action functionality. Important: Outreach prevents actions from being taken on more than 100 people at a time. Tim Monacella ApRead Time:4 min Dont have time Download Now as a PDF Enrolling contacts into a sequence doesnt have to be painful. The Add to Outreach Sequence and Remove from Outreach Sequence actions allow you to add or remove people from Outreach Sequences directly from Demandbase.
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