Seamlessly connect CRM deals to ad operations and reporting.
The Salesforce integration helps sales teams work the way they prefer while keeping ad ops, trafficking, and reporting fully aligned. Manage opportunities inside Salesforce and automatically sync the data your team needs in Ad Orbit for order creation, workflow automation, and delivery accuracy.
This integration is built for publishers who want one connected flow from CRM to contract to campaign delivery.
What the Salesforce + Ad Orbit Integration Does
Opportunity Sync
Closed-won opportunities in Salesforce automatically create and approve matching orders in Ad Orbit, reducing manual entry and keeping workflows moving.
Live Inventory Visibility
Give reps real-time insight into availability. Opportunities in Salesforce contribute to inventory checks so sellers can position products accurately and confidently.
Ad Ops Automation
Artwork reminders, submissions, proof approvals, and trafficking workflows all trigger from Ad Orbit once a deal is won, ensuring nothing slips through the cracks.
Google Ad Manager Sync
Approved orders flow directly into Google Ad Manager. Performance data syncs back into Ad Orbit for billing, pacing, and reporting.
Embedded Dashboards
Access Ad Orbit dashboards inside Salesforce via iframe and SSO to monitor revenue, pacing, and campaign status without switching platforms.
Cross-Channel Support
Manage display, newsletters, events, and print in a single connected workflow that mirrors the complexity of modern publishing.
Who the Salesforce + Ad Orbit Integration is For
Teams that want to:
- Keep sellers working inside Salesforce without sacrificing data quality
- Automatically move deals into ad ops workflows
- Reduce manual handoffs between CRM and operations
- Improve reporting accuracy across sales and delivery
If your teams rely on Salesforce and need a streamlined, unified contract-to-delivery process, this integration brings the two systems together in a clean, scalable way.