Installing the extension

1. Navigate to Setup > Marketplace > All. All the installed extensions will be listed.
   Click All Extensions to view the extensions supported by your CRM edition.
2. Under All Extensions, browse for and click Demandbase.
   The details about the extension will be available.
3. Click Install.
   
4. Agree to the terms of service and click Continue to Install.
   
   
5. Choose one of the following, then click Confirm:
   
1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
   
2. Install for all users - The extension will be installed in CRM for all users.
   
3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
   The extension will be installed automatically for the specified users.
   
   
6. In the pop-up, enter the Client ID and Client Secret.
   Both the Client ID and Client Secret can be obtained from your Demandbase account.
7. Click Save.

Note: If you skip this step, you can provide the details later from your Setup page in Zoho CRM. To do so, go to Setup > Marketplace > All. Find the Demandbase extension and click Configure.

Adding business contacts

1. Open the Demandbase web tab.
   
2. In the drop-down, select contacts or companies based on your requirement.
   
   
3. Enter a part of the contact name you want to search for and choose its category from the drop-down.
   A list of matching entries available in Demandbase will appear. You can either Add or Add & Subscribe the desired entries to Zoho CRM.
   
   
4. Under Add, click on '▾' symbol next to Add of the desired contact.
   
5. A pop-up will appear with the following options:
   
1. Add - Entries searched under companies will get added to the Accounts module, whereas under contacts, it goes into the Contacts module.
   
2. Add & Subscribe - The selected entries along with the subscribed fields will be added to either the contacts or accounts module in Zoho CRM, respectively.
   
   

Note: Only the subscribed fields of contacts get updated while the automatic synchronization happens. All other fields will remain unchanged.

Updating contact details

1. Open Accounts or Contacts module.
   
2. Select and open the desired contact from the list.
   
3. Click Demandbase Search button in the top-right corner.
   
   
4. In the pop-up, click the + symbol under Update of the desired contact and click Yes.
   
   
5. In the pop-up, select the desired fields to update and click Update.
   
   

Uninstalling the extension

1. Navigate to Setup > Marketplace > All. All the installed extensions will be listed. Under All Extensions, you can view all the extensions supported in your CRM.
   
2. Browse for Demandbase and click the corresponding Uninstall link.
   
3. Click Ok to confirm and uninstall the extension.