Qualified offers an integration with Demandbase that allows you to connect with your target accounts right on your website. Using Demandbases’s reverse IP lookup, you can quickly alert your sales team to target accounts on your website, create specific custom experiences for those visitors, and gather more information about what those visitors are looking for on your site.
In this article, we’ll go over how to connect to your Demandbase account and start using the Demandbase integration within Qualified in three steps:
- Connect to Demandbase in Qualified
- Set Up Your Demandbase field layout
- Add Demandbase information to your visitor fields
Connecting to Demandbase
When you connect to Demandbase, we’ll use the Demandbase API to access your target accounts and pull in information about the visitors on your site based on their IP address. Demandbase provides standard company information out of the box which you can display within Qualified once connected to your Demandbase account. We’ll go over how to add those fields to your layout in Qualified below.
To get started with your connection, you’ll want to make your way in your Qualified account to Integrations > Demandbase > Connect.
Once here you’ll want to press to connect and input your Demandbase server-side API key. You’ll want to note in order to get the server-side specific API you’ll need to contact your Demandbase customer success manager or the Demandbase support team.
Setting Up Your Demandbase Field Layout
Setting up your Demandbase field layout will determine what fields from Demandbase your sales team will see within Qualified. Demandbase has standard firmographic account watch attributes that they provide via their API. You can pull any of these fields into Qualified.
Keep in mind that any custom fields added in your Demandbase account will not be available within Qualified.
Once connected to Demandbase, you’ll see the “Field Layout” option appear right below in the navigation. Click on this to begin customizing your field layout and select which fields from Demandbase you’d like to show.
Adding Demandbase Information to Visitor Fields
Finally, add Demandbase fields to your visitor fields. Visitor fields are the fields in Qualified where you will store everything you wish to track and know about your website visitors.
Visitor fields contain information you might gather through chatting or talking to a lead directly, the information they might have given you explicitly through a lead form or chatbot, or other info that might be pulled from an external system, such as Demandbase.
Pulling in information from Demandbase also allows you to sync this information easily to your Salesforce leads as they are created.
To gather information from Demandbase in your visitor fields, head over to your Qualified visitor fields. You can select to create new fields or add Demandbase as a source to your existing fields.
You can connect to your Demandbase account within Qualified in three quick steps: connecting using your server-side API key, configuring your field layout, and finally making sure your visitor fields are referencing Demandbase so that Qualified can pull in even more visitor information from your Demandbase target accounts.