Redbird AI syncs prospect data, campaign metrics, and sales intelligence from Apollo directly into SharePoint libraries and knowledge portals. Stop manually exporting contact lists, copying engagement data into documents, or updating prospect research files across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically save finished Apollo sequences with full engagement metrics, contact responses, and outcome data to designated SharePoint document libraries. Create structured folders by campaign type, date, or team with all contact-level interaction history preserved for compliance and analysis.
Push Apollo prospect lists meeting specific criteria—qualified accounts, high engagement scores, or target market fits—into SharePoint team sites as structured documents. Enable sales leadership, marketing, and operations teams to review and annotate prospect data without Apollo licenses.
Automatically update account profile documents stored in SharePoint with fresh contact details, funding information, technographics, and organizational changes from Apollo's database. Keep strategic account files current without manual research or copy-paste work.
Compile Apollo campaign metrics—reply rates, meeting conversions, sequence performance by segment—into formatted reports automatically uploaded to SharePoint executive dashboards. Eliminate weekly manual reporting cycles and ensure leadership always sees current outbound health.
Pull account names and identifiers from SharePoint-managed strategic account plans, territory assignments, or ICP worksheets directly into Apollo for prospecting. Turn planning documents into actionable outbound campaigns without re-keying data.
Monitor Apollo for new contacts discovered at accounts listed in SharePoint priority account documents, then automatically append those contacts to the relevant files. Keep strategic account intelligence synchronized between prospecting and planning systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Apollo and SharePoint 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 AI understands Apollo's contact schemas, engagement metrics, and sequence structures alongside SharePoint's document libraries, metadata taxonomies, and permission models.
Redbird interprets Apollo's nested contact and company objects—including custom fields, engagement scores, sequence stages, and activity histories—and maps them to SharePoint's document metadata, folder hierarchies, and content types. The platform understands how to structure prospect data as SharePoint documents, preserve Apollo's relational context in file metadata, and maintain version control when engagement data updates. Whether you're archiving sequence results or enriching strategic account files, Redbird handles the transformation between Apollo's sales database and SharePoint's content management model.
faster than exporting Apollo CSVs and manually uploading to SharePoint libraries
Redbird can pull from Apollo and SharePoint 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 Apollo or SharePoint.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Apollo into SharePoint, or from SharePoint back into Apollo. 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 prospect event in Apollo or document change in SharePoint—Redbird handles the rest.
Fires when an Apollo email sequence finishes for a contact or account.
Triggers when a new contact is added to a specific Apollo prospecting list.
Activates when a contact's engagement score crosses a defined threshold in Apollo.
Retrieve all contacts from an Apollo list with full field data and activity history.
Update an Apollo account with new company data, contacts, or technographic information.
Generate a new Apollo list and populate it with contacts matching specific criteria.
Fires when a new file is added to a specified SharePoint document library.
Triggers when a new item is added to a SharePoint list or tracking table.
Activates when metadata fields on a SharePoint document are modified or tagged.
Create or update a document in a SharePoint library with specified metadata and folder path.
Modify metadata fields, tags, or content type properties on existing SharePoint files.
Generate organized folder hierarchies in SharePoint libraries based on campaign or account data.
Stop manually syncing prospect data between Apollo and SharePoint. Redbird AI connects your sales intelligence and enterprise content systems so outbound insights flow automatically where your team needs them.