Terminus connector
Automate Account-Based Marketing Workflows with Terminus + tray.ai
Connect Terminus to your CRM, marketing automation, and data stack to run ABM campaigns at scale without the manual work.
What can you do with the Terminus connector?
Terminus is an account-based marketing platform built for B2B revenue teams who need to identify, engage, and convert target accounts through advertising, chat, and email. The problem most teams run into is that Terminus doesn't live in a vacuum — your CRM, marketing automation tools, and analytics platforms all need to stay in sync for ABM to actually work. With tray.ai, you can wire those systems together: trigger campaigns automatically, update account scores as signals come in, and route engaged accounts to sales without touching a single CSV or writing any code.
Automate & integrate Terminus
Automating Terminus business process or integrating Terminus data is made easy with tray.ai
Use case
CRM-to-Terminus Account List Sync
Keep your Terminus target account lists in sync with your CRM by automatically updating account records, firmographic data, and lifecycle stages as they change. When a sales rep updates an account status in Salesforce or HubSpot, those changes flow immediately to Terminus advertising audiences — so your ad spend targets the right accounts at the right stage. No more manual CSV uploads, no more stale lists slowing down your ABM execution.
Use case
Terminus Engagement Signal Routing to Sales
When a target account crosses a defined engagement threshold in Terminus — a spike alert, a surge in web visits, a jump in ad engagement scores — tray.ai routes that signal directly to the right sales rep via Slack, email, or a CRM task. The workflow creates a follow-up task in Salesforce, enriches the account record, and notifies the account owner right away. The gap between marketing intent data and sales action is usually where deals go cold; this closes it.
Use case
Multi-Channel Campaign Orchestration
When an account engages with a Terminus ad campaign above a set threshold, tray.ai can simultaneously enroll that account in a personalized email nurture sequence, alert the SDR, and add the contact to a sales cadence in Outreach or Salesloft. Coordinating those moves manually across marketing and sales is slow and error-prone — automating them means every channel responds to the same signal at the same time.
Use case
Account Scoring and Prioritization Automation
Build dynamic account scoring models by combining Terminus engagement data with CRM attributes, intent data from third-party sources, and marketing automation metrics. tray.ai can pull engagement signals from Terminus alongside data from G2, Bombora, or 6sense, calculate a composite score, and push it back into your CRM. Scores update automatically as new signals arrive, so sales reps always have a current prioritization list without recalculating anything by hand.
Use case
Pipeline Influence Reporting and Attribution
Pull Terminus campaign performance data automatically and correlate it with CRM pipeline and revenue data to build closed-loop attribution reports. By syncing Terminus engagement metrics with Salesforce opportunities and feeding them into a BI tool like Looker or Tableau, revenue teams can see how ABM advertising actually affects pipeline creation and deal velocity. The alternative — manual data exports and spreadsheet joins — is exactly as painful as it sounds.
Use case
New Account Identification to Campaign Launch
When a new account is added to a CRM target list or identified via an intent data platform, tray.ai adds it to the right Terminus audience segment and activates advertising immediately — no manual steps required. The window between identifying a good-fit account and actually reaching them matters more than most teams realize. This keeps that window tight.
Use case
Terminus Data Sync to Marketing Automation Platforms
Sync Terminus account engagement data with platforms like Marketo or Pardot so that advertising engagement actually feeds into lead scoring, segmentation, and nurture flows. When an account shows strong Terminus ad engagement, tray.ai updates the corresponding records in your MAP, triggers nurture enrollment, and adjusts scoring thresholds. Paid ABM campaigns and inbound programs tend to operate in separate bubbles — this connects them.
Build Terminus Agents
Give agents secure and governed access to Terminus through Agent Builder and Agent Gateway for MCP.
Data Source
Look Up Account Engagement Data
Retrieve account-level engagement metrics from Terminus to see how target accounts are interacting with campaigns. An agent can use this data to prioritize outreach or flag accounts showing high intent signals.
Data Source
Fetch Campaign Performance Metrics
Pull performance data for active advertising campaigns, including impressions, clicks, and engagement rates. Agents can use this to generate performance summaries or trigger optimization actions when thresholds are breached.
Data Source
Query Target Account Lists
Retrieve target account lists and their associated segments from Terminus. An agent can use this to cross-reference CRM data, validate account targeting, or identify gaps in coverage.
Data Source
Retrieve Intent Signals
Fetch intent and buying signal data for accounts being tracked in Terminus. Agents can surface high-intent accounts to sales teams or kick off automated nurture workflows based on signal strength.
Data Source
Get Contact and Account Attributes
Access firmographic and engagement attributes for accounts and contacts in Terminus. This lets agents enrich context when qualifying leads or preparing account briefings.
Agent Tool
Update Target Account Lists
Add or remove accounts from target account lists in Terminus based on CRM updates, deal stage changes, or scoring thresholds. Agents keep targeting lists accurate without manual intervention.
Agent Tool
Launch or Adjust Ad Campaigns
Create or modify advertising campaigns in Terminus to match shifting sales plays or marketing priorities. Agents can automate campaign activation when new opportunities or account segments are identified.
Agent Tool
Suppress Accounts from Campaigns
Remove specific accounts from active campaigns — for example when a deal closes or an account enters a post-sale stage. Agents make sure ad spend isn't wasted on existing customers or disqualified accounts.
Agent Tool
Sync Segment Data to Terminus
Push updated account segments or audience definitions into Terminus from other systems like a CRM or data warehouse. Agents can orchestrate cross-platform audience synchronization as conditions change.
Agent Tool
Trigger Account-Based Alerts
Generate alerts or notifications when specific account engagement thresholds are met in Terminus. Agents can route these signals to Slack, email, or CRM tasks so sales reps follow up while the moment is right.
Get started with our Terminus connector today
If you would like to get started with the tray.ai Terminus connector today then speak to one of our team.
Terminus Challenges
What challenges are there when working with Terminus and how will using Tray.ai help?
Challenge
Manual Account List Management Across Platforms
Most ABM teams still maintain target account lists in spreadsheets or CSVs and manually upload them to Terminus. The result is stale audiences, mismatched account data, and ad spend pointed at accounts that moved stages or got disqualified weeks ago.
How Tray.ai Can Help:
tray.ai automates bidirectional sync between Terminus and your CRM, updating audiences in real time whenever account stages, ownership, or firmographic fields change. Manual list management goes away entirely.
Challenge
Delayed Sales Follow-Up on High-Intent Signals
Terminus generates real buying intent and engagement spike signals, but they often sit in the platform until someone on marketing ops manually exports them — or a sales rep happens to check the dashboard. By then, the moment has passed.
How Tray.ai Can Help:
tray.ai watches Terminus for engagement events and routes spike alerts to sales reps immediately via Slack and CRM task creation, compressing response time from hours or days to minutes.
Challenge
Siloed ABM and Marketing Automation Workflows
Terminus advertising and marketing automation nurture programs usually run independently, which means account-level ad engagement data never makes it into MAP lead scoring or nurture enrollment logic. Both programs end up less effective as a result.
How Tray.ai Can Help:
tray.ai connects Terminus engagement data to platforms like Marketo and Pardot, automatically updating lead scores and triggering nurture enrollment based on ad engagement thresholds so every channel actually works together.
Challenge
Closed-Loop Attribution Requires Manual Data Wrangling
Proving Terminus ROI means correlating advertising engagement with CRM pipeline data — which typically involves manual exports from multiple systems, error-prone spreadsheet joins, and monthly reporting that's already outdated by the time it lands.
How Tray.ai Can Help:
tray.ai extracts Terminus and CRM data on a schedule, loads it into a data warehouse, and triggers BI dashboard refreshes automatically — so pipeline attribution reports are always current without anyone pulling them together by hand.
Challenge
Slow Time-to-Campaign for Newly Identified Target Accounts
When new accounts are identified as ICP fits through intent data, firmographic filtering, or sales prospecting, getting them into active Terminus campaigns usually requires multiple manual steps across platforms. Days or weeks can pass before advertising even starts.
How Tray.ai Can Help:
tray.ai automates the full workflow from account identification to campaign activation — adding newly identified accounts to Terminus audiences and enrolling key contacts in sales sequences within minutes of the account appearing on a CRM list.
Talk to our team to learn how to connect Terminus with your stack
Find the tray.ai connector with one of the 700+ other connectors in the tray.ai connector library to integrate your stack.
Integrate Terminus With Your Stack
The Tray.ai connector library can help you integrate Terminus with the rest of your stack. See what Tray.ai can help you integrate Terminus with.
Start using our pre-built Terminus templates today
Start from scratch or use one of our pre-built Terminus templates to quickly solve your most common use cases.
Template
Salesforce Account Stage Change → Update Terminus Audience
Automatically adds or removes accounts from Terminus advertising audiences whenever an account's lifecycle stage or opportunity stage changes in Salesforce, keeping ad targeting aligned with pipeline status.
Steps:
- Trigger: Salesforce account or opportunity stage field is updated
- Logic: Evaluate new stage value to determine correct Terminus audience segment
- Action: Add or remove account from the appropriate Terminus account list via API
Connectors Used: Terminus, Salesforce
Template
Terminus Spike Alert → Slack Notification + Salesforce Task
When Terminus detects a buying intent spike for a target account, this template notifies the account owner in Slack with engagement details and creates a follow-up task in Salesforce — so high-intent signals don't sit unactioned in a dashboard.
Steps:
- Trigger: Terminus engagement spike alert fires for a target account
- Action: Look up account owner and contact details in Salesforce
- Action: Post enriched spike alert message to account owner's Slack DM and create a follow-up task in Salesforce
Connectors Used: Terminus, Slack, Salesforce
Template
New ICP Account Identified → Enroll in Terminus Campaign + Outreach Sequence
When a new account matching your ICP criteria is added to a CRM list or intent data platform, this template adds it to a Terminus advertising audience and enrolls key contacts in a personalized Outreach sales sequence.
Steps:
- Trigger: New account added to ICP target list in Salesforce
- Action: Add account to designated Terminus target account list and activate campaign audience
- Action: Enroll primary contacts associated with the account into the appropriate Outreach sequence
Connectors Used: Terminus, Salesforce, Outreach
Template
Terminus Engagement Data → Marketo Lead Score Update
Pulls Terminus ad engagement metrics for target accounts on a schedule and updates corresponding lead and account scores in Marketo, so marketing automation scoring actually reflects what's happening in your ABM advertising.
Steps:
- Trigger: Scheduled run (daily or hourly)
- Action: Fetch account engagement metrics from Terminus API for all active accounts
- Action: Match accounts to Marketo records and update lead score fields based on engagement thresholds
Connectors Used: Terminus, Marketo, Salesforce
Template
Terminus + CRM Data → Looker ABM Attribution Dashboard
Automates the extraction of Terminus campaign performance data and Salesforce pipeline data, combines them in a data warehouse, and refreshes a Looker attribution dashboard so revenue teams always have current pipeline influence metrics.
Steps:
- Trigger: Scheduled nightly run
- Action: Extract Terminus campaign engagement and impression data via API and load into BigQuery
- Action: Join with Salesforce opportunity and pipeline data in BigQuery and trigger Looker dashboard refresh
Connectors Used: Terminus, Salesforce, Google BigQuery, Looker
Template
Terminus Account Engagement → 6sense + Composite Score to CRM
Combines Terminus advertising engagement data with 6sense intent scores to calculate a composite ABM priority score, then writes it back to account records in Salesforce — giving sales reps one clear prioritization signal instead of two dashboards to reconcile.
Steps:
- Trigger: Scheduled daily run or webhook from Terminus engagement update
- Action: Retrieve Terminus engagement score and 6sense intent score for each target account
- Action: Calculate weighted composite score and write value to custom ABM Score field on Salesforce Account record
Connectors Used: Terminus, 6sense, Salesforce