Redbird AI syncs customer data, sales activity, and service interactions between Dynamics 365 and Gmail automatically. Stop manually copying account details into emails, logging communications back to your CRM, or chasing down customer context before sending messages.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When sales orders are created or invoices are generated in Dynamics 365, automatically send formatted confirmation emails through Gmail to customers. Redbird pulls order details, line items, and payment terms to compose professional emails without manual intervention.
Capture every customer email conversation from Gmail and attach it to the corresponding account, contact, or opportunity in Dynamics 365. Redbird matches email addresses to CRM records and maintains complete communication history for sales and service teams.
Send instant Gmail notifications to account owners when opportunities above a certain threshold move to critical stages like proposal, negotiation, or closed-won in Dynamics 365. Include deal details, contact information, and next actions in each alert.
When emails with specific labels or from certain domains arrive in Gmail, automatically generate new lead records in Dynamics 365 with extracted contact information, company details, and email content. Perfect for capturing inbound sales inquiries without manual data entry.
Generate and email formatted pipeline reports every week showing open opportunities, forecasted revenue, and stage distribution from Dynamics 365. Redbird queries your CRM data, builds readable summaries, and delivers them to sales leadership through Gmail on schedule.
Automatically mark customer service cases as 'In Progress' or 'Waiting on Customer' in Dynamics 365 when support agents send replies through Gmail. Redbird matches email threads to case numbers and keeps case status synchronized with actual communication activity.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Gmail 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 Dynamics 365's entity relationships and Gmail's message structure, so you can automate across your ERP and email systems without custom code.
Redbird natively maps Dynamics 365 schemas—accounts, contacts, opportunities, sales orders, cases, and custom entities—to Gmail messages and threads. The platform parses email content, extracts structured data, and matches it to the right CRM records automatically. When data flows from Dynamics 365 to Gmail, Redbird formats financial data, customer details, and transaction history into readable email bodies with proper formatting and attachments.
faster than building email sync with Power Automate connectors and custom scripts
Redbird can pull from Dynamics 365 and Gmail 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 Dynamics 365 or Gmail.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Dynamics 365 into Gmail, or from Gmail back into Dynamics 365. 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 Dynamics 365 or Gmail and route data wherever your team needs it.
Fires when a sales order is created in Dynamics 365 with order details, line items, and customer information.
Triggers when an opportunity moves between pipeline stages with updated revenue forecasts and close dates.
Activates when a new support case is created with customer details, priority level, and issue description.
Modify contact information, communication preferences, or custom fields in Dynamics 365 contact entities.
Log emails, calls, or interactions to account and contact timelines for complete customer history.
Append notes, email summaries, or conversation details to existing opportunity records automatically.
Fires when emails arrive from specified company domains or customer email addresses.
Triggers when Gmail applies specific labels like 'Sales Inquiry', 'Support Request', or custom categories.
Activates when you or your team replies to an existing email conversation thread.
Compose and send emails through Gmail with dynamic content, attachments, and HTML formatting.
Apply Gmail labels to organize, categorize, or flag messages for follow-up and tracking.
Generate draft emails with pre-filled content and data from Dynamics 365 for manual review before sending.
Sync Dynamics 365 and Gmail automatically with Redbird AI. Connect your ERP and email systems in minutes and eliminate manual data work between platforms.