Adroll + Salesforce
Connect Adroll and Salesforce to Unify Ad Performance with Your CRM
Sync retargeting audiences, ad spend data, and campaign performance directly into Salesforce to close the loop between advertising and revenue.
Why integrate Adroll and Salesforce?
Adroll and Salesforce do very different jobs — one runs your retargeting and top-of-funnel advertising, the other tracks the relationships and pipeline that turn prospects into customers. When they're disconnected, marketing can't tell which ad campaigns are actually driving closed deals, and sales has no idea which ads a prospect saw before booking a call. Integrating Adroll with Salesforce on tray.ai puts audience data, campaign metrics, and contact activity in both systems, automatically.
Automate & integrate Adroll & Salesforce
Use case
Sync Salesforce Leads into Adroll Retargeting Audiences
Automatically push Salesforce leads, contacts, or accounts that match specific criteria — a particular lifecycle stage or lead source, for example — into corresponding Adroll audience segments. Your retargeting campaigns stay targeted at the most relevant prospects without manual list exports, and ad audiences stay accurate as CRM data changes.
Use case
Suppress Converted Customers from Adroll Ad Campaigns
When a Salesforce opportunity is marked Closed-Won, automatically add that contact or account to an Adroll suppression list so you stop serving acquisition ads to existing customers. It prevents wasted spend and avoids the awkward experience of retargeting someone who just signed a contract. The workflow fires the moment the opportunity stage changes — no manual steps required.
Use case
Log Adroll Ad Engagement Events on Salesforce Contact Records
Capture Adroll click and impression data and write it back to the matching Salesforce contact or lead records as activity log entries or custom field updates. Sales reps can see which ads a prospect has interacted with before reaching out, which makes for warmer and more relevant conversations. It also closes the attribution loop between paid media and CRM-tracked pipeline.
Use case
Create or Update Salesforce Leads from Adroll Conversion Events
When Adroll registers a conversion event — a form fill or a return visit driven by a retargeting ad — automatically create a new lead or update an existing contact record in Salesforce with the conversion details. No ad-driven lead slips through, and your CRM reflects the latest engagement signal immediately. Campaigns that generate intent can trigger Salesforce workflows, sequences, or alerts right away.
Use case
Build Adroll Lookalike Audiences from Salesforce High-Value Accounts
Export a curated list of Salesforce accounts or contacts that match your ideal customer profile — high-ARR customers, specific industries, certain account tiers — and use them as seed lists for Adroll lookalike audience generation. Your paid retargeting strategy gets shaped by the actual characteristics of your best customers, not guesswork. The seed list refreshes automatically as new accounts qualify in Salesforce.
Use case
Alert Sales Teams When Target Accounts Engage with Adroll Ads
When a contact or account in a high-priority Salesforce opportunity or target account list engages with an Adroll ad campaign, trigger an automated alert to the assigned account owner via Slack, email, or a Salesforce task. Timing matters here — catching a prospect at peak intent is very different from following up a week later. Ad engagement data makes that possible.
Use case
Sync Adroll Campaign Performance Metrics into Salesforce for Revenue Reporting
Regularly pull Adroll campaign-level metrics — impressions, clicks, spend, and ROAS — and write them into Salesforce custom objects or campaign records for unified revenue and marketing reporting. Marketing leaders can view ad performance alongside pipeline data without switching between platforms, which makes attribution analysis and budget decisions a lot faster.
Get started with Adroll & Salesforce integration today
Adroll & Salesforce Challenges
What challenges are there when working with Adroll & Salesforce and how will using Tray.ai help?
Challenge
Matching Adroll Contacts to Salesforce Records Reliably
Adroll identifies audiences primarily by email or cookie-based identifiers, while Salesforce often has inconsistent email formatting, duplicates, or contacts spread across lead and contact objects. Mismatches cause audience gaps, missed suppression, or incomplete activity logging.
How Tray.ai Can Help:
Tray.ai's data mapping and transformation tools let you normalize email addresses, deduplicate records, and build custom matching logic that searches across both the Salesforce Lead and Contact objects before writing or updating any record — so match rates stay high and data stays clean.
Challenge
Keeping Audience Segments Fresh Without Manual Exports
Adroll audience lists go stale fast as CRM data changes — leads advance through pipeline stages, customers convert, contacts become disqualified. Manual CSV export and upload cycles are slow and error-prone, which means real money spent targeting the wrong people.
How Tray.ai Can Help:
Tray.ai supports both scheduled polling of Salesforce data and event-driven triggers on record changes, so Adroll audiences refresh continuously and automatically. You can configure update frequency to match the pace of your actual sales cycle.
Challenge
Handling Adroll API Rate Limits During Large Audience Syncs
Syncing large volumes of Salesforce contacts or accounts to Adroll in bulk can hit Adroll API rate limits quickly, causing partial syncs, failed uploads, or data inconsistencies between the two platforms.
How Tray.ai Can Help:
Tray.ai has built-in rate limit handling, automatic retry logic, and the ability to batch and paginate large data payloads. Workflows can chunk audience uploads into API-compliant batch sizes and space requests appropriately to keep syncs complete and reliable.
Challenge
Attributing Adroll Campaign ROI Back to Salesforce Pipeline
Without a direct integration, tying specific Adroll campaign spend to Salesforce opportunities or closed revenue means manual spreadsheet work across disconnected tools. Accurately calculating ROAS or defending ad budget decisions becomes nearly impossible.
How Tray.ai Can Help:
Tray.ai automates the flow of Adroll campaign performance data into Salesforce custom objects and campaign records, so native Salesforce reports and dashboards can show ad spend and performance data alongside pipeline and revenue metrics — actual multi-touch attribution, without the manual effort.
Challenge
Triggering Sales Actions at the Right Moment of Ad Engagement
By the time ad engagement data gets manually reviewed and passed along to sales, the window of peak prospect intent has usually closed. There's no native real-time mechanism to alert Salesforce users when a tracked account or contact engages with an Adroll campaign.
How Tray.ai Can Help:
Tray.ai can listen for Adroll engagement events in near real time and immediately cross-reference them against active Salesforce opportunities or target account lists, firing instant notifications via Salesforce tasks, Chatter posts, Slack messages, or email alerts to the assigned rep — so follow-up happens when it actually matters.
Start using our pre-built Adroll & Salesforce templates today
Start from scratch or use one of our pre-built Adroll & Salesforce templates to quickly solve your most common use cases.
Adroll & Salesforce Templates
Find pre-built Adroll & Salesforce solutions for common use cases
Template
Salesforce Lead Stage to Adroll Audience Sync
Automatically syncs Salesforce leads and contacts into corresponding Adroll audience segments based on lifecycle stage, lead source, or custom field criteria. Audiences are refreshed on a schedule or triggered by record updates.
Steps:
- Query Salesforce for leads or contacts matching defined segment criteria (e.g., stage, lead score, industry)
- Map Salesforce fields to Adroll audience identifiers and format the contact list payload
- Push the contact list to the appropriate Adroll audience segment via the Adroll API, creating or updating as needed
Connectors Used: Salesforce, AdRoll
Template
Closed-Won Opportunity Customer Suppression in Adroll
Watches for Salesforce opportunities that move to Closed-Won status and automatically adds the associated contact or account to an Adroll suppression audience to stop serving acquisition ads.
Steps:
- Trigger workflow when a Salesforce opportunity stage changes to Closed-Won
- Retrieve the associated contact or account email and identifier from Salesforce
- Add the contact to the designated Adroll suppression segment via API to exclude them from active campaigns
Connectors Used: Salesforce, AdRoll
Template
Adroll Conversion Event to Salesforce Lead Creation
Listens for conversion events fired in Adroll and automatically creates a new Salesforce lead or updates an existing record with the conversion details, source campaign, and relevant ad metadata.
Steps:
- Receive Adroll conversion event webhook payload containing prospect email, campaign ID, and conversion type
- Search Salesforce for an existing lead or contact matching the email address
- Create a new Salesforce lead or update the existing record with conversion details, campaign name, and timestamp
Connectors Used: AdRoll, Salesforce
Template
Adroll Ad Engagement Activity Logger for Salesforce Contacts
Periodically pulls Adroll ad engagement data and logs click or impression events as activity records on matching Salesforce contact or lead timelines, giving sales reps full paid media context inside the CRM.
Steps:
- Pull ad engagement events (clicks, impressions) from Adroll API on a scheduled interval
- Match each engagement record to a Salesforce contact or lead by email address
- Write a new activity log entry or update a custom field on the matched Salesforce record with the ad event details
Connectors Used: AdRoll, Salesforce
Template
High-Value Salesforce Account Seed List Export to Adroll
Exports a dynamically updated list of top-tier Salesforce accounts or contacts filtered by revenue, tier, or custom ICP fields and uploads them to Adroll as a seed audience for lookalike targeting campaigns.
Steps:
- Run a scheduled Salesforce SOQL query to retrieve accounts or contacts matching high-value ICP criteria
- Format and deduplicate the contact list into Adroll's required audience ingestion format
- Upload the seed list to Adroll and trigger a lookalike audience refresh via the Adroll API
Connectors Used: Salesforce, AdRoll
Template
Adroll Campaign Spend and Performance Sync to Salesforce
Runs on a daily schedule to pull campaign-level performance metrics from Adroll — including spend, impressions, clicks, and conversions — and writes them into Salesforce custom campaign or reporting objects.
Steps:
- Fetch campaign performance data from the Adroll reporting API for the previous day or defined date range
- Map Adroll campaign metrics to the corresponding Salesforce custom object fields or campaign records
- Upsert performance data into Salesforce, updating existing records or creating new ones for each campaign entry
Connectors Used: AdRoll, Salesforce