Connectors / Marketing · 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 processes 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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
Build Terminus Agents
Give agents secure and governed access to Terminus through Agent Builder and Agent Gateway for MCP.
Look Up Account Engagement Data
Data SourceRetrieve 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 SourcePull 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 SourceRetrieve 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 SourceFetch 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 SourceAccess 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 ToolAdd 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 ToolCreate 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 ToolRemove 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 ToolPush 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 ToolGenerate 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.
Ready to solve your Terminus integration challenges?
See how Tray.ai makes it easy to connect, automate, and scale your workflows.
Challenges Tray.ai solves
Common obstacles when integrating Terminus — and how Tray.ai handles them.
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 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.
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 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.
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 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.
Salesforce Account Stage Change → Update Terminus Audience
Terminus 
Salesforce 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.
Terminus Spike Alert → Slack Notification + Salesforce Task
Terminus 
Slack Salesforce 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.
New ICP Account Identified → Enroll in Terminus Campaign + Outreach Sequence
Terminus Salesforce 
Outreach 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.
Terminus Engagement Data → Marketo Lead Score Update
Terminus 
Marketo Salesforce 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.
Terminus + CRM Data → Looker ABM Attribution Dashboard
Terminus Salesforce 
Google BigQuery 
Looker 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.
Terminus Account Engagement → 6sense + Composite Score to CRM
Terminus Salesforce 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.
How Tray.ai makes this work
Terminus plugs into the whole Tray.ai platform
Intelligent iPaaS
Integrate and automate across 700+ connectors with visual workflows, error handling, and observability.
Learn more →Agent Builder
Build AI agents that read, write, and take action in Terminus — with guardrails, audit, and human-in-the-loop.
Learn more →Agent Gateway for MCP
Expose Terminus actions as governed MCP tools — observable, rate-limited, authenticated.
Learn more →Related integrations
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