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Integrations · Salesforce

Integrate Salesforce into OpenAI Ads custom audiences

Salesforce holds your accounts, your pipeline by stage, and the deals you have already won. Connect it to Bluegrass and that pipeline becomes audiences you can target or hold out on OpenAI Ads, each with its own bid.

Your data is only used to build your audiences · never sold

The basics

What you can do with Salesforce on OpenAI Ads

Salesforce is where most enterprise B2B teams keep the record of their accounts: who is a lead, which opportunities are open and at what stage, and which accounts have closed-won. Bluegrass reads that object data and turns the contact emails into custom audiences on OpenAI Ads. Your data is only ever used to build and update your audiences, never sold or used for anything else. You stay in control, and you can disconnect or remove it whenever you want.

Once Salesforce is connected you can build audiences around the buying motion you already run. Bid more for your named target accounts. Give contacts on late-stage opportunities their own list. Hold closed-won customers out of acquisition. And turn campaign members from a specific program into a segment you can reach again.

Audiences

Custom audiences you can build from Salesforce

Each one can be a target audience with its own bid, or a suppression list you hold out from prospecting.

Target accounts
Named accounts on your ABM list
Target
Late-stage opportunities
Contacts on deals past proposal stage
Target
Open leads
Leads not yet converted or disqualified
Target
Closed-won customers
Accounts with a won opportunity
Exclude
Campaign members
People added to a specific Salesforce campaign
Target
Two moves

Target the right people, exclude the rest

Raise your bid for the accounts in play

Put more budget behind named target accounts and the contacts on open opportunities. Sales is already working these people, so ads on OpenAI keep you in front of the buying committee between calls.

Hold out accounts you already won

Suppress closed-won customers from your acquisition campaigns. You are not trying to acquire an account you already closed, so that spend moves to open pipeline or to cross-sell programs you run separately.

Where it pays

Common ways advertisers use Salesforce

Air cover for ABM

Build an audience from your named target accounts and increase your bid so the whole buying committee sees your ads while sales runs outbound, instead of only the one contact who replied.

Stage-based targeting

Split contacts by opportunity stage and bid hardest on late-stage deals, where a few extra impressions can nudge a proposal across the line.

Cross-sell to closed-won

Pull customers with a won opportunity on one product into a separate audience and run ads for the next product, rather than letting them sit in a blanket suppression list.

How it works

Connect Salesforce in three steps

Step 01

Connect Salesforce

Authorize Bluegrass with read-only access to your accounts, contacts, leads, and opportunities. Bluegrass reads object data, not your notes or attachments.

Step 02

Pick the segment

Choose a slice of pipeline, like named target accounts or contacts on late-stage opportunities. Bluegrass takes it from there and matches the emails to OpenAI Ads to build your audience.

Step 03

Set a bid and launch

Mark the audience as a target or a suppression and give it a bid adjustment. Add day parting on top before it goes live.

Your data

Your data stays yours

Bluegrass only uses your customer data to build and update your audiences on OpenAI Ads. We never sell it or use it for anything else, and you can disconnect any time.

  • Bluegrass reads account, contact, lead, opportunity, and campaign objects, not your notes or attachments
  • Bluegrass only uses your data to build and sync your audiences, and it is never sold or used for anything else
  • Audiences refresh as records change, so a lead that converts or a deal that closes moves to the right list on the next sync
FAQ

Salesforce and OpenAI Ads, answered

What Salesforce data does Bluegrass use?

Accounts, contacts, leads, opportunity stages, closed-won status, and campaign membership. Bluegrass uses contact emails to build your custom audiences and does not read your notes, files, or activity history.

Can I suppress my current customers from ads?

Yes. Mark accounts with a won opportunity as a suppression audience and they are held out of acquisition, so you stop paying to reach companies you already closed.

Why might my match rates be lower with Salesforce?

The work email in your CRM is often not the personal email someone uses to log into ChatGPT, so B2B match rates can run lower than consumer lists. Where you can, collect and match personal emails alongside work emails to recover more of the audience.

Is my customer data safe?

Yes. Bluegrass only uses your data to build and update your audiences on OpenAI Ads. It is never sold, shared, or used for anything else. You stay in control the whole time, and you can disconnect Salesforce or remove your data whenever you want.

Turn Salesforce into OpenAI Ads custom audiences

Connect your account, build target and suppression audiences, and set a bid for each one.