Connectors / Integration
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.
Boostr + Salesforce integration
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.
Media and advertising sales teams live in Boostr for proposal management, order tracking, and pacing — but lead management, account hierarchies, executive reporting, and marketing alignment all run through Salesforce. When these platforms don't talk, sales reps waste hours on manual data entry, finance can't trust revenue forecasts, and leadership is stuck reconciling conflicting pipeline numbers at the end of every quarter. Connecting Boostr with Salesforce via tray.ai automates sync of opportunities, accounts, contacts, insertion orders, and campaign performance data. You get a single source of truth for your revenue org, faster deal cycles, and forecasts that leadership can actually rely on.
Automate & integrate Boostr + Salesforce
Automating Boostr and Salesforce business processes or integrating data is made easy with Tray.ai.
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.
- Eliminate duplicate data entry for sales reps managing deals in both platforms
- Keep Salesforce pipeline reports in sync with the latest Boostr deal data
- Reduce opportunity update lag from hours or days to seconds
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.
- Speed up time-to-proposal by auto-creating Boostr accounts from Salesforce leads
- Preserve account ownership and contact associations across both platforms
- Reduce onboarding friction for new advertiser relationships
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.
- Align Boostr actualized revenue with Salesforce opportunity close values automatically
- Give revenue operations a single dashboard view combining pacing and CRM pipeline
- Cut end-of-month forecast reconciliation from days to minutes
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.
- Eliminate stale or missing contact records in Boostr proposals
- Ensure new agency contacts captured in Boostr enrich the Salesforce database
- Apply deduplication rules to prevent duplicate records from accumulating
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.
- Automatically log deal milestones as Salesforce activities for audit and reporting
- Trigger follow-up tasks in Salesforce when Boostr insertion orders are signed
- Notify finance and operations teams via Salesforce when campaigns go live
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.
- Combine Boostr pacing data with Salesforce account records for richer reporting
- Spot at-risk renewals by correlating delivery performance with account health
- Feed unified data into BI tools like Tableau or Looker without manual exports
Challenges Tray.ai solves
Common obstacles when integrating Boostr and Salesforce — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
Templates
Pre-built workflows for Boostr and Salesforce you can deploy in minutes.
Boostr Deal to Salesforce Opportunity Sync
Boostr 
Salesforce 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.
Salesforce Account and Lead to Boostr Advertiser Sync
Salesforce Boostr 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.
Boostr Insertion Order Signed to Salesforce Opportunity Closed-Won
Boostr Salesforce 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.
Boostr Pacing Data to Salesforce Opportunity Revenue Sync
Boostr Salesforce 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.
Salesforce Contact to Boostr Contact Sync
Salesforce Boostr Syncs new and updated Contact records from Salesforce into Boostr so proposal and order workflows always reference current contact information without manual re-entry.
Boostr Campaign Performance Report to Salesforce Account Activity Log
Boostr Salesforce 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.
How Tray.ai makes this work
Boostr + Salesforce runs on the full Tray.ai platform
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