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Integrations with Sendoso

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Sendoso + Demandbase

Use sales and marketing insights from Demandbase to automate sends based on engagement.

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How It Works

From the Sendoso side: 
  • Go to touches page:
  • Create New Touch
  • Choose Send Type>Items to Send>Next Step
  • Enter Touch Name>Set Touch Type to “Triggered”>Choose Funding Source>Next Step
  • Choose Demandbase>Next
  • Setup Trigger>Trigger Based On “Member added to Salesforce Campaign”>Choose Campaign>Next
  • Map Recipient Address Information for Leads and/or Contacts>Next
  • Edit Template with Custom Message (Set up note that goes out with package)>Save
  • Choose who will receive Send/Delivery Confirmations and Error Alerts>Next
  • Choose the Campaign we want to track status updates/ROI tracking to (Same as trigger campaign) and map statuses
  • Additional Salesforce Tracking>Map Total $ Spent on Campaign to Campaign Object - Actual Cost in Campaign>Next Step
  • Select Finish

From the Demandbase Side:



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