Automate the production of sales assets, pitch decks, and performance reports directly from your CRM data. Stop manually exporting Salesforce data to build presentations and one-pagers. Let Redbird sync your pipeline, accounts, and metrics into branded visuals without copy-paste.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When an opportunity reaches a specific stage, automatically create a personalized Canva presentation populated with account details, product fit, pricing, and stakeholder info from Salesforce. Sales reps get pitch-ready decks without building slides manually.
When a deal closes in Salesforce, trigger a Canva design that pulls account name, contact info, contract value, and key terms into a branded one-pager template. Customer success teams get handoff documents instantly, no designer involved.
When a proposal design is marked complete in Canva, attach the final PDF to the corresponding Salesforce opportunity record. Sales teams keep all collateral connected to the deal without switching tools or manual uploads.
Pull Salesforce pipeline metrics, win rates, and forecast data into a Canva report template every Monday. Leadership gets visual dashboards with the latest numbers formatted for investor updates or board decks, no spreadsheet exports needed.
At month-end, extract rep performance, quota attainment, and top deals by territory from Salesforce and populate Canva infographic templates. Sales ops distributes visual performance summaries instead of raw data tables.
When a key account logo or brand asset is updated in Salesforce, sync the new asset to the shared Canva brand kit. Marketing and sales teams always use current customer logos in co-marketing materials and case studies.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva 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 Salesforce's opportunity, account, and forecasting schemas alongside Canva's design templates, brand kits, and export formats—so you can automate visual production from live CRM data.
Redbird reads Salesforce objects like Opportunities, Accounts, Contacts, and custom fields, then intelligently maps that structured data into Canva text boxes, charts, and image placeholders. It handles field formatting, date conversions, currency symbols, and multi-select picklists so your templates populate correctly. When schemas change or new custom fields are added, Redbird adapts without breaking your workflows.
faster than exporting Salesforce reports to manually build decks
Redbird can pull from Canva 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 Canva 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 Canva into Salesforce, or from Salesforce back into Canva. 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 event in Canva or Salesforce—new designs, stage changes, report schedules, or asset updates.
Fires when a Canva design is published, marked final, or shared with a team.
Triggers when a logo, color palette, or font is changed in the team brand kit.
Fires when a team member creates a new project from a specific Canva template.
Generate a new Canva design by populating a template with structured data from another system.
Modify text, images, or chart data in an existing Canva design programmatically.
Export a Canva design to PDF and attach it to a record in another tool.
Fires when a Salesforce opportunity moves to a new stage, like Proposal or Closed Won.
Triggers when key fields on an account or contact record are modified, such as logo or industry.
Fires on a schedule or when a Salesforce dashboard or report is manually refreshed.
Upload a document or image to a Salesforce record's Files or Attachments.
Write Canva design links or metadata into custom fields on Salesforce records.
Log a new task or activity when a design is ready for rep review or customer delivery.
Stop manually building sales decks and reports from CRM data. Redbird connects Canva and Salesforce so your team can automate design production, keep assets synced, and focus on closing deals instead of formatting slides.