Connect Adobe Analytics and
Dynamics 365 with AI

Sync digital behavior data with your CRM and ERP automatically. Stop manually exporting segments, reconciling campaign performance with revenue, or building custom integrations to connect customer touchpoints with financial outcomes.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync high-value segment conversions into Dynamics 365 account records automatically

When Adobe Analytics identifies accounts matching high-intent behavioral segments, automatically enrich Dynamics 365 account records with engagement scores, product interest signals, and journey stage data. Sales teams see real-time digital behavior without logging into analytics platforms.

Push closed-won revenue back to Adobe Analytics for attribution modeling

When opportunities close in Dynamics 365, automatically send deal value, product mix, and customer lifecycle stage back to Adobe Analytics. Marketing teams can attribute revenue to campaigns, channels, and content without CSV exports or data warehouse delays.

Alert account managers when target accounts show spike in digital engagement

Monitor Adobe Analytics for behavioral signals from named accounts in Dynamics 365—sudden increases in product page visits, pricing calculator usage, or documentation downloads. Automatically create tasks in Dynamics 365 with context about what prospects are researching.

Enrich new Dynamics 365 leads with historical web behavior and content engagement

When leads are created in Dynamics 365, query Adobe Analytics for historical visit data, campaign source attribution, content consumed, and products viewed. Append this behavioral context to lead records so sales teams understand the full customer journey before first contact.

Generate weekly campaign performance reports comparing Adobe Analytics traffic to Dynamics 365 pipeline

Automatically compile reports showing how campaign traffic, form completions, and content engagement from Adobe Analytics correlate with opportunity creation, pipeline value, and close rates in Dynamics 365. Delivered to Slack or email every Monday with no manual data pulls.

Update Adobe Analytics customer attributes when account status changes in Dynamics 365

When accounts move to different lifecycle stages, tiers, or renewal status in Dynamics 365, automatically push updated customer attributes to Adobe Analytics. Enables segmentation and personalization based on current customer health, contract value, and service tier without manual imports.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Adobe Analytics and Dynamics 365 with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Adobe Analytics event schemas, eVars, props, and calculated metrics alongside Dynamics 365 entity relationships, custom fields, and business process flows.

AI that reads analytics taxonomies and CRM schemas

Redbird's AI maps Adobe Analytics dimensions, segments, and conversion events to Dynamics 365 accounts, opportunities, and custom entities without hardcoded field mappings. It understands how behavioral data from report suites connects to customer records, financial transactions, and sales hierarchies. When your analytics taxonomy or CRM fields change, Redbird adapts automatically—no breaking integrations or rewriting transformation logic.

Maps eVars to CRM fields intelligently
Syncs segments to account lists
Attributes revenue across systems
Handles custom entities and events
10×

faster than building custom Adobe Analytics API integrations with Dynamics 365 plugins

No custom connector development, OAuth management, or scheduled ETL jobs to maintain

Auto-generated reports

Redbird can pull from Adobe Analytics and Dynamics 365 simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Adobe Analytics or Dynamics 365.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Adobe Analytics into Dynamics 365, or from Dynamics 365 back into Adobe Analytics. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any event in Adobe Analytics or Dynamics 365—behavioral milestones, CRM updates, or financial transactions.

Adobe Analytics
Triggers & Actions
Trigger

Segment membership changes

When a visitor enters or exits a specific behavioral segment in Adobe Analytics.

Trigger

Conversion event fires

When a custom success event like purchase, trial signup, or demo request is tracked.

Trigger

Traffic anomaly detected

When Adobe Analytics detects unusual spikes or drops in traffic, conversions, or engagement metrics.

Action

Push customer attributes

Update customer attribute values in Adobe Analytics for personalization and segmentation.

Action

Query historical behavior

Retrieve visit history, page views, campaign attribution, and conversion paths for specific visitors.

Action

Export segment audiences

Extract current segment membership lists with visitor IDs and behavioral metadata.

Dynamics 365
Triggers & Actions
Trigger

Opportunity stage changes

When a sales opportunity moves to a new stage or closes won/lost in Dynamics 365.

Trigger

Account record created or updated

When new accounts are added or key fields like tier, industry, or owner are modified.

Trigger

Service case opened

When customer service cases are created or escalated for existing customers.

Action

Create or update lead records

Add new leads or enrich existing lead records with behavioral data and engagement scores.

Action

Append notes to account timeline

Add timestamped notes about digital engagement, campaign interactions, or content consumed.

Action

Update opportunity custom fields

Enrich opportunity records with campaign source, content journey, or product interest signals.

Adobe Analytics
+
Dynamics 365

Ready to connect your stack?

Stop manually bridging Adobe Analytics and Dynamics 365. Let Redbird AI sync behavioral data with CRM records, attribute revenue across systems, and keep sales teams informed with real-time customer intelligence.

Get started → Book a demo