AdRoll + Salesforce Integration

Integrate AdRoll to Salesforce in one click, or tell Integrately AI how you want each lead handled. Capture contact details, update your CRM records, target custom audiences, and sync campaign data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • AdRoll
    Add email to CRM audience in AdRoll
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for AdRoll + Salesforce Integration

Sync lead details, update CRM audiences, target campaign segments, track conversions, and monitor ad results, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + AdRoll Integration

Create AdRoll contact for new Salesforce record

Are you tired of manually creating AdRoll contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create AdRoll contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic AdRoll {{action.Contact} creation!
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Salesforce + AdRoll Integration

Create AdRoll contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use AdRoll to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesforce, a corresponding contact will automatically be created in AdRoll.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your AdRoll + Salesforce flow

Extend your setup by pushing campaign data to team channels, logging records in spreadsheets, and notifying sales reps instantly. Pick a combination and activate it in one click.

AdRoll
Salesforce
+
MailchimpMailchimp (4)
+
Google Analytics 4Google Analytics 4 (4)
+
HubspotHubspot (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
ShopifyShopify (4)
+
SlackSlack (4)
S
A
M
When a lead is created in Salesforce, add the email to your AdRoll CRM audience and create a subscriber in Mailchimp
Salesforce leads appear in AdRoll and Mailchimp instantly, ensuring your email lists and ad audiences stay synchronized.
S
A
M
When a Salesforce contact is updated, update your AdRoll audience and add a tag in Mailchimp
Keep subscriber tags and ad target lists current whenever contact details change in Salesforce.
S
A
M
If a Salesforce opportunity is created, add the contact email to AdRoll and send a campaign update via Mailchimp
Trigger targeted ad campaigns and email sequences the moment an opportunity opens in Salesforce.
S
A
M
Use Claude to evaluate new Salesforce leads, add qualified emails to AdRoll, and segment them in Mailchimp
AI analyzes incoming leads to route high-value prospects into specialized ad audiences and mailing lists.

Supported triggers and actions for AdRoll and Salesforce

Mix and match to build the exact automation you need

AdRoll
AdRoll Triggers & Actions
No trigger is available
Add email to CRM audience in AdRoll
Adds a new email address to the crm audience
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with AdRoll + Salesforce?

Streamline your marketing and sales operations by connecting Salesforce events directly to AdRoll CRM audience updates.

What you can automate?
🎯
Sync new leads to ad audiences instantly
Capture every lead created in Salesforce and add the email directly to your AdRoll CRM audience the moment it arrives. Manual exports and delayed list updates disappear completely.
📋
Capture every submitted contact field
Map available Salesforce contact and lead attributes into your marketing workflows instead of just basic names. Your audience segments become much more precise and actionable.
🔔
Alert the right person immediately
Trigger instant team notifications in chat channels or email inboxes whenever a high-value Salesforce opportunity opens or updates, ensuring rapid response times.
🔀
Route records based on submitted fields
Perform different actions depending on specific field values submitted in Salesforce, such as routing enterprise leads to specialized ad audiences and standard leads to general nurturing lists.
🔄
Keep destinations updated as records change
Automatically update existing AdRoll CRM audiences whenever contact details or account statuses change in Salesforce, ensuring your targeting lists never contain outdated emails.
🛡️
Add or update instead of creating duplicates
Search for existing records before writing new entries, preventing duplicate entries in your AdRoll audience lists and keeping your database clean.
💰
Handle later status changes like won deals
Trigger specific marketing actions when a Salesforce opportunity is marked closed won, adding the buyer to post-purchase retargeting campaigns automatically.
🔌
Extend flows to popular supporting apps
Connect your core Salesforce and AdRoll setup to third-party tools like Slack or Mailchimp to notify teams and create subscribers as part of a single automated pipeline.
And much more...

Who is AdRoll + Salesforce integration for?

Connecting AdRoll and Salesforce helps marketing, sales, and operations teams eliminate manual data entry, maintain accurate CRM records, and synchronize advertising audiences in real time.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations directors
Operations directors
Support leads
Support leads
Data administrators
Data administrators
📈
Performance marketers
You're running ad campaigns across multiple channels but your CRM audience lists only update when someone manually exports records, so your targeting metrics are always hours behind — with this integration, every new lead lands in AdRoll instantly and your campaign data stays current.
Sales representatives
You need to act fast on incoming pipeline opportunities, but tracking down prospect details across separate platforms slows down your initial outreach — with this integration, every Salesforce record triggers immediate audience updates so your team works from synchronized data.
📊
Account managers
You answer to stakeholders who want to see campaign and pipeline progress, but compiling manual status reports takes hours away from client strategy — with this integration, every account update flows automatically between Salesforce and your marketing tools without manual spreadsheet updates.
🔄
Operations directors
The volume of daily leads and contacts is too high for anyone to keep up with by hand, leading to data gaps and mismatched customer records — with this integration, every CRM event executes flawlessly in the background and your database remains perfectly structured.
🤝
Support leads
You own customer retention and depend on upstream sales handoffs to stay informed of new client onboarding milestones — with this integration, every closed-won opportunity updates your CRM and ad lists instantly so support teams pick up the work without delay.
🗂️
Data administrators
You need a reliable history of customer interactions, but manual data transfers keep introducing errors and missing fields into your records — with this integration, every contact and opportunity event synchronizes reliably across systems with zero manual copy-pasting.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate AdRoll + Salesforce

Build and manage your AdRoll + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect AdRoll + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect AdRoll to Salesforce?
Frequently Asked Questions
You can connect AdRoll to Salesforce in 1 click using ready workflows or ask Integrately AI to build the automation. It links AdRoll, Salesforce, and apps like Slack and Mailchimp seamlessly.
Can I automatically add Salesforce leads to my AdRoll CRM audience?
Frequently Asked Questions
Can I connect AdRoll, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for AdRoll and Salesforce?
Frequently Asked Questions
How does AdRoll handle CRM audience updates during automation?
Frequently Asked Questions
How does Salesforce handle lead and contact data syncing?
Frequently Asked Questions
Can I automate my AdRoll and Salesforce workflows without coding?
Frequently Asked Questions
Is the AdRoll and Salesforce integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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Sync Salesforce with customer support, accounting, and project management tools to keep business data aligned.