Automate the handoff from prospect to customer. Redbird AI syncs sales engagement data from Apollo into Totango customer profiles, triggers success plays based on deal activity, and keeps your CS team ahead of new account onboarding—without manual exports or spreadsheet pivots.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal closes in Apollo, automatically create the customer account in Totango with complete outbound engagement context—email opens, call notes, and key stakeholder contacts. CS teams start with the full sales story, not a blank slate.
Push Apollo email opens, reply rates, and meeting attendance into Totango contact-level activity metrics. Surface when champion contacts go dark or new stakeholders engage during the customer lifecycle.
When a customer health score declines in Totango, automatically enroll key stakeholders in targeted Apollo outreach sequences. Proactively address churn risk with personalized executive check-ins or product adoption campaigns.
Continuously update Totango customer records with fresh Apollo company intelligence—employee count changes, technology stack updates, and funding rounds. Segment success motions by accurate firmographic attributes without manual data entry.
When Totango detects power users, feature adoption spikes, or positive NPS scores, automatically create Apollo tasks for account executives to initiate expansion conversations. Route the right signals to the right rep with full context.
Automatically analyze how pre-sale engagement patterns from Apollo—sequence touchpoints, demo attendance, champion engagement—correlate with Totango onboarding completion rates and early health scores. Identify which sales motions set customers up for success.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Apollo and Totango 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 both Apollo's sales engagement schema and Totango's customer success data model—mapping contacts to accounts, sequences to touchpoints, and engagement signals to health scores without custom code.
Redbird automatically maps Apollo contact records, engagement timestamps, and sequence activity to Totango account hierarchies, touchpoint histories, and health score calculations. The platform understands how to translate sales engagement metrics into customer success context—matching Apollo contacts to Totango users, converting email cadence data into lifecycle touchpoints, and routing deal metadata into customer attributes. No need to manually define field mappings or write transformation logic for every handoff scenario.
faster than exporting Apollo CSVs and uploading to Totango for each new customer cohort
Redbird can pull from Apollo and Totango 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 Totango.
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 Totango, or from Totango 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 automation from any sales event in Apollo or customer success milestone in Totango—Redbird connects both systems in real time.
Fires when a prospect is enrolled in an Apollo email or call sequence.
Triggers when a contact replies to an Apollo outbound email.
Activates when a contact's lifecycle stage updates to customer or closed-won status.
Add new contacts to Apollo or update existing records with fresh data.
Enroll a contact in a specific Apollo email or call cadence.
Generate a follow-up task assigned to the contact's account executive in Apollo.
Fires when a customer account's health score falls below a defined level.
Triggers when a customer completes an onboarding or adoption milestone.
Activates when a customer account enters a renewal window timeframe.
Add new customer accounts to Totango or update existing account attributes.
Enroll a customer in an automated success program or lifecycle campaign.
Modify a specific health score component or engagement metric for an account.
Stop manually bridging sales and customer success. Sync Apollo engagement data into Totango, trigger success plays from deal activity, and give your CS team the full context from day one.