Boostr + Salesforce
Connect Boostr and Salesforce to Unify Your Media Sales Pipeline
Automate data sync between your ad sales management platform and CRM to cut manual work and close deals faster.
Why integrate Boostr and Salesforce?
Boostr is the go-to platform for media and advertising sales management. Salesforce is the CRM most revenue teams already live in. Together, they're the backbone of serious media sales operations — but only when they actually talk to each other. Teams running both platforms often end up with fragmented data, duplicate entry, and reporting blind spots. Integrating Boostr with Salesforce through tray.ai creates a bidirectional data flow that keeps deals, accounts, contacts, and revenue forecasts in sync across your entire revenue stack.
Automate & integrate Boostr & Salesforce
Use case
Sync Boostr Deals to Salesforce Opportunities in Real Time
When a deal is created or updated in Boostr, tray.ai automatically mirrors that opportunity in Salesforce with all relevant fields — advertiser, agency, budget, flight dates, and stage. Sales managers get full pipeline visibility in their preferred CRM without waiting for manual exports or end-of-day batch syncs. Reps enter data once, and both platforms stay current around the clock.
Use case
Push Salesforce Leads and Accounts into Boostr Automatically
New leads and qualified accounts created in Salesforce get automatically provisioned in Boostr so sales reps can start building proposals without switching tools or copy-pasting information. Account hierarchies, contact details, and ownership carry over to maintain data integrity. Your media sales workflow keeps moving from first touch to proposal with no manual handoffs.
Use case
Automate Revenue Forecast Reconciliation Between Boostr and Salesforce
Boostr tracks pacing and actualized revenue at the line-item level. Salesforce holds the broader opportunity and quota context. tray.ai reconciles these automatically by pushing Boostr pacing data back into Salesforce opportunity fields, giving leadership a unified forecast view without manual spreadsheet work. Finance and revenue operations teams can finally trust that both systems are telling the same story.
Use case
Sync Contact and Agency Data Bidirectionally
Contacts and agency relationships managed in Salesforce get automatically reflected in Boostr proposals, and new contacts added in Boostr during the deal process flow back into Salesforce to enrich your CRM. tray.ai handles deduplication logic and field mapping so records stay clean and consistent in both directions. This matters most for large media organizations managing hundreds of agency contacts across multiple holding companies.
Use case
Trigger Salesforce Tasks and Alerts on Boostr Deal Milestones
When a Boostr deal hits a milestone — a proposal sent, an insertion order signed, a campaign going live — tray.ai can automatically create tasks, log activities, or send alerts in Salesforce to keep the broader revenue team informed. Account executives, account managers, and finance stakeholders get timely notifications without anyone manually posting updates. Post-sale workflows keep running from the moment a deal closes.
Use case
Report on Campaign Performance Using Combined Boostr and Salesforce Data
Boostr captures detailed campaign delivery and pacing data that tells you how sold deals actually perform. Salesforce holds the customer relationship and revenue context. tray.ai can consolidate these so your analytics and BI tools get a complete picture — linking delivery pacing to account health, renewal likelihood, and overall customer value. Sales and account management teams walk into renewal conversations better prepared.
Use case
Automate Commission and Quota Tracking Across Both Platforms
Boostr's deal and revenue data can be piped into Salesforce to power compensation and quota tracking workflows, so commission calculations reflect current insertion order values and actualized revenue figures. Sales reps can trust their attainment numbers, and sales operations teams spend less time manually pulling reports to validate payouts. This matters most at quarter-end, when accuracy and speed both count.
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Boostr & Salesforce Challenges
What challenges are there when working with Boostr & Salesforce and how will using Tray.ai help?
Challenge
Mismatched Data Models Between Boostr and Salesforce
Boostr is purpose-built for media and advertising sales, with concepts like Insertion Orders, Flight Dates, and Line Items that don't map cleanly to standard Salesforce Opportunity and Product fields. Manual field mapping is error-prone and inconsistent across teams, which creates data quality issues in both platforms.
How Tray.ai Can Help:
tray.ai's flexible data mapper lets revenue operations teams define precise, custom field mappings between Boostr's media-specific data model and Salesforce's standard and custom objects. Transformation logic can be applied inline to reformat dates, convert currencies, concatenate fields, or apply conditional rules — so data flows cleanly in both directions without custom code.
Challenge
Duplicate Record Management Across Both Platforms
When deals, accounts, and contacts are created independently in Boostr and Salesforce by different team members, duplicates accumulate fast. Without a deduplication strategy, syncing these systems can make the problem worse by creating even more entries.
How Tray.ai Can Help:
tray.ai workflows can include lookup steps that search for existing records in the target system before creating new ones, matching on email addresses, external IDs, or account names. Merge and conflict resolution rules can be configured to determine which record takes precedence, keeping both platforms clean and preventing duplicates from spreading.
Challenge
Handling Bidirectional Sync Without Creating Infinite Loops
When both Boostr and Salesforce can trigger updates to each other, circular sync loops are a real risk — an update in one system triggers an update in the other, which triggers another update back, and so on. This can overload APIs and corrupt data in both systems.
How Tray.ai Can Help:
tray.ai supports conditional logic and sync-state tracking that breaks circular loops by checking whether a record was last modified by an automated process before triggering an outbound update. Workflows can be configured to only push changes from human user actions, or to use a timestamp comparison to determine whether a record actually needs updating in the target system.
Challenge
Managing API Rate Limits During High-Volume Deal Periods
At quarter-end, when large volumes of deals are being updated simultaneously in Boostr, a naive real-time sync can exhaust Salesforce API rate limits and cause updates to fail silently. That's exactly when accurate data matters most for forecasting and reporting.
How Tray.ai Can Help:
tray.ai has built-in rate limit handling and retry logic that automatically throttles API requests to stay within Salesforce's enforced limits. Workflows can queue high-volume sync operations in a controlled batch pattern, prioritize critical records, and retry failed requests with exponential backoff — so even during peak deal periods, every update lands in Salesforce without data loss.
Challenge
Keeping User and Ownership Mapping in Sync Across Systems
Sales reps, account managers, and managers exist in both Boostr and Salesforce but often have different user IDs, names, or email formats across the two. When deals and accounts are assigned to owners in one platform, those ownership assignments can break or default to a generic system user during sync.
How Tray.ai Can Help:
tray.ai lets teams maintain a user mapping table — stored within the workflow configuration or pulled from an external source like a Google Sheet or database — that translates Boostr user identifiers to the correct Salesforce User IDs. Deal ownership, task assignment, and activity attribution always reflect the correct human owner in both systems, which matters for both accountability and reporting accuracy.
Start using our pre-built Boostr & Salesforce templates today
Start from scratch or use one of our pre-built Boostr & Salesforce templates to quickly solve your most common use cases.
Boostr & Salesforce Templates
Find pre-built Boostr & Salesforce solutions for common use cases
Template
Boostr Deal to Salesforce Opportunity Sync
Automatically creates or updates a Salesforce Opportunity whenever a deal is created or modified in Boostr, keeping pipeline data consistent across both platforms in real time.
Steps:
- Trigger on new or updated deal event in Boostr via webhook or polling
- Map Boostr deal fields (advertiser, budget, stage, flight dates) to Salesforce Opportunity fields
- Search Salesforce for an existing Opportunity to update or create a new one if none exists
- Write the mapped data to Salesforce and log the sync result for error monitoring
Connectors Used: Boostr, Salesforce
Template
Salesforce Account and Lead to Boostr Advertiser Sync
When a new Account or converted Lead is created in Salesforce, this template automatically provisions a matching Advertiser record in Boostr so reps can start building proposals right away.
Steps:
- Trigger on new Account creation or Lead conversion event in Salesforce
- Extract account name, industry, contacts, and owner details from the Salesforce record
- Check Boostr for an existing Advertiser record to avoid duplicates
- Create or update the Advertiser in Boostr with all relevant account metadata
Connectors Used: Salesforce, Boostr
Template
Boostr Insertion Order Signed to Salesforce Opportunity Closed-Won
When an Insertion Order is marked as signed in Boostr, this template automatically updates the corresponding Salesforce Opportunity to Closed-Won and creates a follow-up task for the account manager.
Steps:
- Trigger on Insertion Order status change to Signed in Boostr
- Locate the matching Salesforce Opportunity by deal ID or advertiser name
- Update the Opportunity stage to Closed-Won and set the close date and amount
- Create a Salesforce Task assigned to the account owner for post-sale onboarding follow-up
Connectors Used: Boostr, Salesforce
Template
Boostr Pacing Data to Salesforce Opportunity Revenue Sync
Periodically pulls actualized and pacing revenue data from Boostr and writes it back into custom fields on the matching Salesforce Opportunity, keeping forecast data aligned without manual reconciliation.
Steps:
- Schedule the workflow to run daily or at a defined interval
- Fetch current pacing and actualized revenue figures from Boostr via API
- Match each Boostr deal to its Salesforce Opportunity using a shared identifier
- Update custom revenue and pacing fields on the Salesforce Opportunity record
Connectors Used: Boostr, Salesforce
Template
Salesforce Contact to Boostr Contact Sync
Syncs new and updated Contact records from Salesforce into Boostr so proposal and order workflows always reference current contact information without manual re-entry.
Steps:
- Trigger on new or updated Contact record in Salesforce
- Filter for contacts associated with advertiser or agency account types
- Search Boostr for an existing contact record to update or flag for creation
- Write contact details including name, email, phone, and role to Boostr
Connectors Used: Salesforce, Boostr
Template
Boostr Campaign Performance Report to Salesforce Account Activity Log
Pulls campaign delivery and performance data from Boostr on a schedule and logs a summary as an Activity or Note on the corresponding Salesforce Account, keeping account managers up to date without leaving their CRM.
Steps:
- Schedule the workflow to run weekly or after defined campaign delivery milestones
- Retrieve campaign pacing and delivery stats from Boostr for active orders
- Match each campaign to the corresponding Salesforce Account by advertiser
- Create a Salesforce Activity or Note summarizing delivery performance and pacing status
Connectors Used: Boostr, Salesforce