Connect Microsoft/Bing Ads and
Salesforce with AI

Automatically sync search ad leads into your CRM, attribute revenue to campaigns, and track pipeline performance from click to close. Stop manually matching ad spend to deal outcomes or building brittle CSV import workflows.

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 Bing Ads leads directly into Salesforce as qualified opportunities

Capture lead form submissions and high-intent search clicks from Microsoft Ads and create Salesforce leads or contacts with campaign source attribution. Include UTM parameters, keyword data, and ad group context so sales knows exactly where each lead originated.

Push closed-won revenue back to Microsoft Ads for conversion tracking

When opportunities reach Closed Won in Salesforce, send conversion values and deal details back to Microsoft Advertising to calculate true ROAS. Enable offline conversion tracking so your bidding algorithms optimize for actual revenue, not just form fills.

Enrich Salesforce leads with lifetime ad engagement and touchpoint history

Append Microsoft Ads interaction data—search queries, ad clicks, impression share, device type—to lead and contact records in Salesforce. Give sales reps visibility into what prospects searched for and which ads resonated before they entered the pipeline.

Generate pipeline attribution reports linking Bing spend to Salesforce opportunities

Automatically build reports that connect Microsoft Ads campaign spend, impressions, and clicks to Salesforce pipeline value and win rates. Track which keywords, ad groups, and audience segments are driving qualified pipeline, not just website traffic.

Alert marketing when high-value accounts engage with Microsoft Audience Ads

Monitor when contacts from target accounts in Salesforce click LinkedIn or Microsoft Audience Network ads. Trigger notifications to account owners or SDRs so they can follow up while intent is high, coordinating paid and direct outreach.

Update Microsoft Ads audience lists based on Salesforce opportunity stage changes

Automatically add or remove contacts from Microsoft Advertising remarketing audiences when their opportunity status changes in Salesforce. Suppress converted customers from search campaigns or create lookalike audiences from closed-won accounts.

Live in four steps

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

01

Connect your accounts

Authorize Microsoft/Bing Ads and Salesforce 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 AI understands both Microsoft Advertising's campaign structure and Salesforce's opportunity model, so you can connect ad performance to actual revenue without custom field mapping.

AI that speaks both ad platforms and CRM

Redbird automatically maps Microsoft Ads entities—campaigns, ad groups, keywords, UTM parameters, GCLID equivalents—to Salesforce lead sources, campaign members, and custom attribution fields. The platform recognizes conversion events, offline conversion schemas, audience list formats, and how to join click data with contact records. You don't need to manually configure field mappings or write transformation logic for every campaign source variant.

Campaign & ad group attribution
Offline conversion tracking
UTM and keyword matching
Audience list sync
10×

faster than building CSV exports and manual Salesforce imports for ad lead attribution

No weekly data pulls, spreadsheet matching, or Data Loader uploads required

Auto-generated reports

Redbird can pull from Microsoft/Bing Ads and Salesforce 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 Microsoft/Bing Ads or Salesforce.

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 Microsoft/Bing Ads into Salesforce, or from Salesforce back into Microsoft/Bing Ads. 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 campaign event in Microsoft Ads or any pipeline change in Salesforce.

Microsoft/Bing Ads
Triggers & Actions
Trigger

New lead form submission

Fires when a user submits a lead form on a Microsoft search or audience ad.

Trigger

Conversion tracked

Triggers when a conversion goal is recorded in Microsoft Advertising, online or offline.

Trigger

Campaign spend threshold exceeded

Activates when daily or total spend crosses a defined budget limit for a campaign.

Action

Update audience list membership

Add or remove users from a Microsoft Ads remarketing or customer match audience.

Action

Log offline conversion

Send conversion events back to Microsoft Advertising with revenue value and timestamp.

Action

Pause underperforming ad group

Automatically pause ad groups based on performance criteria or CRM signal thresholds.

Salesforce
Triggers & Actions
Trigger

New lead created

Fires when a new lead record is added to Salesforce from any source.

Trigger

Opportunity stage changed

Triggers when an opportunity moves to a new stage in the sales pipeline.

Trigger

Deal marked Closed Won

Activates when an opportunity reaches Closed Won status with final revenue value.

Action

Create or update lead

Add a new lead or update existing contact records with campaign attribution and ad data.

Action

Add contact to campaign

Associate a contact with a Salesforce campaign for marketing attribution tracking.

Action

Update custom attribution fields

Write ad source, keyword, and UTM data into custom lead or opportunity fields.

Microsoft/Bing Ads
+
Salesforce

Ready to connect your stack?

Stop losing attribution between Microsoft Ads and Salesforce. Redbird AI syncs campaign data to pipeline records automatically, so you know which search spend drives real revenue.

Get started → Book a demo