Connect Braze and
Salesforce with AI

Redbird AI syncs campaign engagement data from Braze into Salesforce and pulls CRM context back to power smarter lifecycle messaging. Stop manually exporting CSVs, updating lead scores, or building fragile ETL jobs to connect your marketing and sales stack.

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 Braze campaign engagement events to Salesforce Lead and Contact activity

Automatically log email opens, clicks, push interactions, and in-app behavior from Braze as activity records in Salesforce. Sales reps see which campaigns prospects engage with without leaving the CRM. Marketing and sales finally share a single source of truth on customer touchpoints.

Update Salesforce lead scores based on Braze engagement patterns and behavioral triggers

Automatically adjust lead scores in Salesforce when users hit engagement milestones in Braze—like completing an onboarding sequence or clicking a product feature announcement. Redbird AI identifies high-intent behavior patterns across channels and updates scoring fields sales teams rely on for prioritization.

Push Salesforce account and opportunity data into Braze for campaign personalization

Sync account tier, industry, contract value, renewal date, and custom fields from Salesforce into Braze user profiles and segments. Marketing can tailor messaging based on ARR, sales stage, or CSM owner without rebuilding audience logic. Keep campaign targeting in sync with what's actually happening in the pipeline.

Alert sales reps in Salesforce when high-value accounts engage with Braze campaigns

Create tasks or Chatter notifications in Salesforce when contacts from target accounts open specific emails, click pricing links, or re-engage after dormancy. Redbird watches Braze event streams and routes alerts to the right account owner, ensuring timely follow-up on warm intent signals.

Suppress Braze messaging for contacts marked as unqualified or closed-lost in Salesforce

Automatically update Braze subscription states or add contacts to exclusion segments when their Salesforce Lead Status changes to disqualified or their Opportunity is marked Closed Lost. Stop wasting send volume on prospects sales has already moved on from and keep your engagement metrics clean.

Generate weekly Salesforce reports on Braze campaign influence across the pipeline

Redbird AI builds automated reports showing which Braze campaigns correlate with Opportunity progression, won deals, or velocity improvements. Surface campaign touchpoints that appear most frequently in closed-won journeys. Give marketing the attribution visibility they need without manual data stitching or analytics engineering.

Live in four steps

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

01

Connect your accounts

Authorize Braze 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 Braze's event schemas and behavioral data model and Salesforce's object relationships, custom fields, and pipeline structure—so your integrations work without constant maintenance.

AI that reads Braze events and Salesforce schemas like your team does

Redbird maps Braze user attributes, custom events, and Canvas step interactions to the right Salesforce objects—Leads, Contacts, Accounts, Opportunities, and custom activity types. It understands behavioral event payloads, knows when to dedupe on External User ID vs Email, and handles record type assignment logic automatically. When your Salesforce admin adds a custom field or Braze introduces a new event property, Redbird adapts without breaking your workflows.

Braze user attributes → Salesforce fields
Campaign events → Activity timeline
Account/Opp data → Canvas personalization
Custom event properties → CRM objects
10×

faster than building Braze-to-Salesforce syncs with Currents exports, S3 buckets, and custom Apex triggers

No data engineering, no Salesforce API governance headaches, no CSV imports

Auto-generated reports

Redbird can pull from Braze 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 Braze 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 Braze into Salesforce, or from Salesforce back into Braze. 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 from any engagement event in Braze or any pipeline change in Salesforce—Redbird connects the dots across your stack.

Braze
Triggers & Actions
Trigger

User enters or exits a Canvas

Trigger workflows when a contact starts an onboarding flow, nurture sequence, or re-engagement campaign in Braze.

Trigger

Email clicked or push notification opened

React in real-time when users engage with specific campaigns, messages, or content links across channels.

Trigger

Custom event received

Start automations when Braze logs behavioral events like purchase completed, feature activated, or trial started.

Action

Update user attributes or custom fields

Push Salesforce data like account tier, renewal date, or sales stage into Braze profiles for segmentation and personalization.

Action

Add or remove user from segment

Dynamically adjust Braze audience membership based on Salesforce lead status, opportunity stage, or custom criteria.

Action

Update subscription group status

Suppress or enable messaging channels in Braze when Salesforce records change—like opting out closed-lost contacts.

Salesforce
Triggers & Actions
Trigger

Lead or Contact created or updated

Trigger syncs to Braze when new leads enter Salesforce or when fields like Status, Score, or Owner change.

Trigger

Opportunity stage changed

React when deals move through your pipeline—from Prospecting to Negotiation to Closed Won or Lost.

Trigger

Account field updated

Start workflows when account-level attributes like ARR, Industry, Tier, or Health Score are modified.

Action

Create or update activity record

Log Braze campaign engagement—email sends, clicks, Canvas completions—as tasks or custom activities on Lead and Contact timelines.

Action

Update Lead Score or custom fields

Automatically adjust scoring, engagement fields, or lifecycle stage based on Braze behavioral signals and campaign interactions.

Action

Create task or Chatter post

Alert sales reps with tasks or notifications when high-value contacts engage with key campaigns or hit intent thresholds.

Braze
+
Salesforce

Ready to connect your stack?

See how Redbird AI syncs Braze and Salesforce in minutes—no engineering required. Close the loop between marketing engagement and sales pipeline with automations that actually understand your data.

Get started → Book a demo