Connectors / Integration
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.
Adroll + Salesforce integration
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.
The real value here goes well beyond moving data around. Push Adroll campaign engagement — impressions, clicks, conversions — into Salesforce, and your revenue team can tie pipeline and closed-won deals directly to specific retargeting campaigns. Sales reps get richer contact timelines showing which ads a lead saw before they ever picked up the phone, which makes outreach a lot less cold. Going the other direction, Salesforce CRM data can build and refresh Adroll audiences automatically: suppress customers who've already converted, target warm leads stuck in specific pipeline stages, create lookalike segments from your best accounts. The manual export-import cycle that plagues marketing ops teams goes away, and both platforms stay in sync.
Automate & integrate Adroll + Salesforce
Automating Adroll and Salesforce business processes or integrating data is made easy with Tray.ai.
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.
- Eliminate manual CSV exports and audience uploads between Salesforce and Adroll
- Target prospects with ads that match their actual CRM stage or segment
- Reduce audience decay by keeping Adroll lists continuously updated from live Salesforce data
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.
- Stop wasting ad budget on existing customers
- Improve post-purchase experience by cutting redundant acquisition messaging
- Keep suppression lists accurate without manual Salesforce report exports
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.
- Give sales reps full visibility into a prospect's ad engagement history inside Salesforce
- Enrich contact timelines with paid media touchpoints for more personalized outreach
- Improve multi-touch attribution reporting by linking Adroll events to Salesforce records
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.
- Capture every ad-driven lead directly into Salesforce without manual data entry
- Trigger Salesforce automation the moment an Adroll conversion is detected
- Cut lead response time by surfacing conversion signals to sales teams instantly
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 CRM data to build revenue-informed lookalike ad audiences
- Automatically refresh Adroll seed lists as high-value accounts are added in Salesforce
- Improve prospecting efficiency by targeting people who resemble your best customers
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.
- Surface real-time buying signals to sales reps directly within their workflow tools
- Enable timely, contextual outreach when prospects are actively engaging with ads
- Increase win rates by aligning sales activity with peak prospect intent
Challenges Tray.ai solves
Common obstacles when integrating Adroll and Salesforce — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Templates
Pre-built workflows for Adroll and Salesforce you can deploy in minutes.
Salesforce Lead Stage to Adroll Audience Sync
Salesforce 
AdRoll 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.
Closed-Won Opportunity Customer Suppression in Adroll
Salesforce 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.
Adroll Conversion Event to Salesforce Lead Creation
AdRoll Salesforce 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.
Adroll Ad Engagement Activity Logger for Salesforce Contacts
AdRoll Salesforce 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.
High-Value Salesforce Account Seed List Export to Adroll
Salesforce 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.
Adroll Campaign Spend and Performance Sync to Salesforce
AdRoll 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.
How Tray.ai makes this work
Adroll + Salesforce runs on the full Tray.ai platform
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Build AI agents that read, write, and take action in Adroll and Salesforce — with guardrails, audit, and human-in-the-loop.
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Expose Adroll + Salesforce actions as governed MCP tools — observable, rate-limited, authenticated.
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