# Terminus integrations > Connect Terminus to your CRM, marketing automation, and data stack to run ABM campaigns at scale without the manual work. **Canonical page:** https://tray.ai/connectors/terminus-integrations/ **Categories:** Marketing **Documentation:** https://tray.ai/documentation/connectors/service/terminus ## Overview 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. ## Use cases ### 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. - Eliminate stale audience lists caused by manual export/import cycles - Advertising audiences always reflect current CRM pipeline stages - Cut wasted ad spend on accounts already closed or disqualified ### 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. - Cut response time to high-intent account signals from days to minutes - Follow-up tasks automatically assigned to the right account owner - Sales reps stay focused on the warmest accounts without manual monitoring ### 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. - Coordinated cross-channel plays launch automatically when engagement thresholds are met - Less back-and-forth coordination between marketing and sales teams - More consistent multi-touch engagement across every channel ### 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. - Composite ABM scores that blend ad engagement, intent, and CRM data - Highest-priority accounts surfaced for sales teams automatically each day - Less time spent manually evaluating which accounts are ready for outreach ### 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. - Terminus and CRM data extracted and correlated automatically for attribution - Real-time pipeline influence dashboards without manual data prep - Marketing leadership gets credible ROI evidence for ABM investment ### 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. - Advertising to new ICP accounts starts within minutes of identification - Always-on coverage of your full target account universe - No more operational bottleneck from manually building and updating audiences ### 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. - Terminus account engagement feeds into MAP lead scoring models automatically - Nurture enrollment triggered by ad engagement without manual list pulls - Unified view of account engagement across paid and inbound channels ## Templates ### 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. Connectors used: Terminus, Salesforce ### 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. Connectors used: Terminus, Slack, Salesforce ### 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. Connectors used: Terminus, Salesforce, Outreach ### 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. Connectors used: Terminus, Marketo, Salesforce ### 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. Connectors used: Terminus, Salesforce, Google BigQuery, Looker ### 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. Connectors used: Terminus, 6sense, Salesforce ## Challenges Tray.ai solves ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ### 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 helps:** 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. ## Agent features ### Look Up Account Engagement Data (Data Source) 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. ### Fetch Campaign Performance Metrics (Data Source) 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. ### Query Target Account Lists (Data Source) 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. ### Retrieve Intent Signals (Data Source) 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. ### Get Contact and Account Attributes (Data Source) Access firmographic and engagement attributes for accounts and contacts in Terminus. This lets agents enrich context when qualifying leads or preparing account briefings. ### Update Target Account Lists (Agent Tool) 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. ### Launch or Adjust Ad Campaigns (Agent Tool) 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. ### Suppress Accounts from Campaigns (Agent Tool) 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. ### Sync Segment Data to Terminus (Agent Tool) 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. ### Trigger Account-Based Alerts (Agent Tool) 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. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/