Redbird AI syncs your CRM data with your transformation layer automatically. Stop manually exporting Salesforce records, stop running ad-hoc queries to refresh revenue models, and keep your analytics stack in sync with every pipeline change.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Trigger dbt model runs whenever high-value opportunities move to Closed Won in Salesforce. Keep revenue attribution, ARR rollups, and sales performance dashboards current without scheduled batch jobs or manual kicks.
Write product usage metrics, churn risk scores, and engagement indices calculated in dbt directly to Salesforce Account and Opportunity custom fields. Give reps real-time analytics context without leaving the CRM.
Monitor dbt test results for models built on Salesforce data and automatically create Tasks or Cases in Salesforce when null checks, uniqueness tests, or referential integrity fails. Close the loop between data quality and data governance.
Detect when sales ops adds custom fields to Opportunities, Accounts, or Leads in Salesforce and update corresponding dbt source YAML files and staging model columns. Keep transformation logic aligned with CRM schema evolution.
Pull standardized metric definitions from dbt semantic layer—like pipeline velocity, win rate by segment, or time-to-close—and populate Salesforce Report Types or Einstein Analytics datasets. Single source of truth for revenue KPIs.
Trigger incremental dbt model refreshes for territory planning, quota allocation, and comp calculations whenever Account Owners change in Salesforce. Keep downstream analytics accurate as GTM structure shifts.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize dbt 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 both dbt's DAG structure and Salesforce's object relationships—so you can automate the full loop between CRM activity and transformation pipelines.
Redbird reads your dbt project structure—sources, models, tests, and docs—alongside your Salesforce org schema including standard and custom objects, fields, and relationships. It intelligently maps Opportunity stages to fact table grain, syncs custom field metadata into source definitions, and triggers selective model runs based on CRM record changes. No brittle field mapping or hardcoded SQL—just context-aware orchestration between your transformation layer and revenue database.
faster than building custom Airflow jobs to sync Salesforce extracts with dbt runs
Redbird can pull from dbt 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 dbt 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 dbt into Salesforce, or from Salesforce back into dbt. 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 dbt run event or Salesforce record change—Redbird handles the rest.
Fires when any dbt model finishes running, with success or failure status.
Triggers when a dbt data quality test returns failing rows or assertions.
Activates when dbt detects stale data in a declared source table.
Execute a dbt run command for selected models or tags.
Compile dbt docs and push updated lineage to a shared location.
Modify dbt source YAML definitions with new columns or metadata.
Fires when an Opportunity moves to a new stage, like Closed Won or Negotiation.
Triggers when specific fields on an Account record are modified.
Activates when admins add a new custom field to any Salesforce object.
Write calculated values or analytics scores to custom or standard CRM fields.
Generate a Task for a rep or Case for support when data conditions are met.
Append Leads, Contacts, or Accounts to Salesforce Campaigns or custom Report Types.
Sync dbt and Salesforce in minutes. Build automated pipelines between your transformation layer and CRM—no code, no engineers waiting in the queue.