The InsightSquared Revenue Intelligence Platform allows the creation of lists for population into actions.  This means we can do things like:

  • Set main contact
  • Set SDR User
  • (any contact lookup)

Let's walk through some examples...

List:

  1. Select List
  2. Select a list that action supports (most support Account contact list as an example)
  3. Select the properties you want to display 

4. Select the Payload Value  (Note: This will always be "externalId" for Lookups in Salesforce)

That's all there is to it!  Here's how it looks to a user:

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