Sync employee and organizational data between your HR system and CRM automatically. Stop manually updating sales rep records, copying headcount data for territory planning, or chasing HR for org chart changes that affect account ownership.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When ADP processes a new sales hire, automatically provision their Salesforce user account with the right role, profile, and territory assignment based on their department, title, and location. Ensure new reps can start selling on day one without waiting for IT or RevOps to configure CRM access manually.
When an employee's title, department, manager, or location changes in ADP, automatically update their Salesforce user record and reassign territories or account ownership as needed. Keep CRM data accurate without RevOps chasing HR for changes or discovering outdated records during pipeline reviews.
For customers who are also ADP clients, pull verified headcount, department size, and growth trends into Salesforce account records. Give sales and CS teams real expansion signals based on actual hiring activity rather than third-party data sources or guesswork.
When a quota-carrying rep's termination or role change is processed in ADP, immediately notify sales leadership in Salesforce with details about their open pipeline and at-risk deals. Trigger account reassignment workflows before customers notice their rep is gone and prevent revenue leakage from transitions.
Merge ADP compensation and quota data with Salesforce pipeline and closed-won metrics to generate unified performance reports. Calculate true cost-per-deal, quota attainment versus OTE, and sales efficiency metrics without exporting data from two systems into spreadsheets every month.
When opportunities close in Salesforce, automatically send deal details, split percentages, and commission-eligible amounts to ADP for payroll processing. Eliminate the manual commission spreadsheet handoff between sales ops and finance that delays payouts and creates disputes.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize ADP and Salesforce with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird understands ADP's HR data structures and Salesforce's user, account, and opportunity schemas so you can connect workforce data to revenue operations without custom integration work.
Redbird maps ADP employee records, position hierarchies, department codes, and compensation data to Salesforce users, roles, territories, and account ownership automatically. It understands how to match employees to CRM users across different ID systems, handle org structure changes that trigger territory reassignments, and translate HR data fields into CRM custom fields your team actually uses. When ADP structures change or Salesforce schemas evolve, Redbird adapts without breaking your workflows.
faster than building custom sync jobs between ADP and Salesforce APIs
Redbird can pull from ADP and Salesforce simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either ADP or Salesforce.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from ADP into Salesforce, or from Salesforce back into ADP. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any employee event in ADP or any CRM activity in Salesforce, then take action in either system.
Triggers when an employee completes onboarding and becomes active in ADP.
Triggers when an employee's title, department, manager, location, or status changes.
Triggers when an employee's termination is finalized in ADP with an effective date.
Add a new employee to ADP with specified department, title, and compensation details.
Modify an existing employee's position, manager, department, or custom fields in ADP.
Pull current salary, commission plan, and OTE details for specified employees.
Triggers when a deal moves to closed won with final amount and split details.
Triggers when a Salesforce user record is added or key fields like role or territory change.
Triggers when account ownership is reassigned to a different user or territory.
Provision a new Salesforce user or update existing user profile, role, and territory assignments.
Transfer account ownership and related contacts to a different user based on territory or rules.
Write employee headcount, org data, or other HR metrics to custom fields on account records.
Connect ADP and Salesforce in minutes, not months. Automate the employee-to-CRM sync that keeps your revenue team working with accurate data.