Account List Builder

RollWorks Academy
Module 3 Lesson 3
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Opening
Hello and welcome to RollWorks Academy!
My name is Eden and I am a Community
Strategist at RollWorks. Today, we’re learning
about how to build an account list with
Salesforce and Hubspot data.

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In this lesson, we’re going to dive into the

Account List Builder and walk through 2 of
the data sources that you can use, Salesforce
and Hubspot.

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Let’s dive into the Salesforce as a CRM data

source. Before we start, it is important to
know that to use Salesforce as a data source
to create Account Lists, you must complete
the Salesforce integration with RollWorks.
This means that you must install the
RollWorks ABM App. You must also be opted
into the Salesforce data sync. Data syncs are
bidirectional and update daily at 12:00 pm
UTC.

You’ll see the option to use these 3

Salesforce data objects:
 ● Salesforce Account filters allow you to
create a list using the information
stored at an account level.
● Salesforce Opportunity filters allow
you to create a list using information
on where accounts are in their
opportunity stages. Note: You’ll need
to make sure that this data is updated
and utilized properly in your SFDC
instance.
● Salesforce Campaign filters allow you
to create a list using the information
that Salesforce has on your campaign
analytics.

When you select Salesforce as your data

source to create an Account List you will be
adding companies that exist in your
Salesforce instance based on your own
Account, Campaign, and Opportunity records.
The specific fields that you will see and be
able to select are dependent on your unique
instance configuration. It’s important that
however you choose to pull accounts into
your list, that those objects are complete in
Salesforce and actively used by your sales
team to track information.
In addition to using Salesforce as a source to
create account lists in RollWorks, you will be
able to push the RollWorks Account List
Name and the fit score from RollWorks to
your Salesforce Accounts.

Your existing Salesforce fields within these

three objects will be available and
searchable.

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For example, if I wanted to create an Account

List with Salesforce data I would click on
Create an Account list and then use
Salesforce Account data as my data source.
Now let’s say that I’m looking to create a list
of only accounts that have been assigned an
SDR in the last 30 days. I can find that object
in my list and then select the time frame that I
want.

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Hubspot is another source of CRM data

that you can use to create an account list.
You must have the HubSpot integration set
up and also be opted into the Hubspot data
sync. Data syncs are bidirectional and update
daily.

You can use all properties tied to these 2

objects:

● Hubspot Company filters which is

similar to the Salesforce account
object in that this information is tied
to the company details in Hubspot.
● Hubspot Deals filters which is
similar to the Salesforce
opportunity object in that this
information is tied to the deals
stages that your team tracks in
Hubspot.

Use this data source to add Companies

that exist in your HubSpot instance based
on your own Company and Deals
properties.

Your existing HubSpot properties within

these two objects will be available and
searchable.
 RollWorks will only pull HubSpot Company
and Deal properties for on accounts that
already exist in your HubSpot instance. If
you’re trying to discover net new accounts,
you should use the RollWorks database and
not your own CRM data.

Closing

In the next RollWorks Academy lesson we’ll

discuss how to combine list logic, complete
your list, and review.

Stay tuned!