Redbird AI syncs your CRM, sales, and financial data from Dynamics 365 with behavioral analytics in Heap. Stop manually matching customer records to product usage patterns or exporting CSVs to understand which interactions drive revenue.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull user session counts, feature adoption rates, and engagement scores from Heap into Dynamics 365 account and contact records. Sales and success teams see product usage alongside CRM data without switching tools or waiting for manual reports.
Sync account tier, industry, contract value, and lifecycle stage from Dynamics 365 into Heap as user properties. Analyze how different customer segments use your product and identify which features correlate with expansion or churn across account types.
Create follow-up tasks in Dynamics 365 when Heap captures specific user behaviors like repeated pricing page visits, cart abandonment, or feature drop-off. Account owners get automatic alerts when engagement signals indicate sales opportunities or risk.
Combine Dynamics 365 opportunity stages and close dates with Heap session frequency and feature usage data. Automatically generate reports showing how product engagement affects sales cycle length, win rates, and expansion pipeline across segments.
Push deal close dates, contract values, and product mix from Dynamics 365 into Heap as conversion events. Analyze which user journeys, feature interactions, and behavioral patterns correlate with revenue outcomes and identify your highest-converting paths.
Automatically flag contacts in Dynamics 365 as engaged, at-risk, or dormant based on Heap session frequency, last activity date, and feature usage patterns. Customer success teams prioritize outreach based on real product behavior instead of assumptions or outdated data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Heap 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 AI understands both Dynamics 365's entity structure and Heap's event-based behavioral data model, mapping CRM records to user sessions without custom code.
Redbird automatically maps Dynamics 365 accounts, contacts, and opportunities to Heap user identities and session data. The AI recognizes standard entities like Account and Contact alongside custom fields, then matches them to Heap's auto-captured events and user properties. You get intelligent suggestions for enrichment flows—like syncing account tier from Dynamics 365 as a Heap user property, or pushing engagement scores back to CRM records—without writing transformation logic or maintaining fragile field mappings.
faster than building custom Dynamics 365-Heap sync with Power Automate and webhooks
Redbird can pull from Dynamics 365 and Heap 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 Heap.
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 Heap, or from Heap 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 CRM event in Dynamics 365 or behavioral signal in Heap, then update records, create tasks, or sync attributes across both systems.
Fires when an opportunity moves to a new sales stage or closes as won or lost.
Triggers when a new account record is added to Dynamics 365.
Fires when specified fields on a contact record are modified, including custom attributes.
Add new accounts or update existing records with fresh data from Heap.
Create follow-up tasks assigned to owners based on product usage signals.
Populate engagement scores, usage metrics, or behavioral flags on opportunity records.
Fires when a tracked user completes a specified goal like signup, purchase, or feature activation.
Triggers when a user hits a defined number of sessions or time spent in product.
Fires when behavioral patterns move a user into or out of a defined Heap segment.
Attach CRM attributes like account tier or contract value to Heap user profiles.
Apply labels based on Dynamics 365 lifecycle stage or customer classification.
Push offline conversion events or CRM milestones into Heap for unified journey analysis.
Sync Dynamics 365 with Heap in minutes. Redbird AI handles the mapping, transformation, and ongoing maintenance so your teams see CRM data and product behavior in one unified view.