Sync customer records, orders, and account data between your ERP and CRM automatically. Stop manually exporting spreadsheets, reconciling customer information across systems, and chasing down finance teams for order status updates.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When opportunities reach closed-won in Salesforce, automatically create corresponding sales orders in Dynamics 365 with complete line items, pricing, and customer details. Eliminate manual order entry and reduce errors between sales and finance.
Keep sales teams informed by syncing invoice numbers, payment status, and outstanding balances from Dynamics 365 directly to Salesforce account records. Account executives see real-time financial data without logging into the ERP.
Automatically update Salesforce account records with credit limits, payment terms, days sales outstanding, and purchase history from Dynamics 365. Sales reps get complete financial context before engaging customers.
Trigger automated notifications to Salesforce opportunity owners when their orders ship from Dynamics 365. Include tracking numbers, ship dates, and expected delivery dates so reps can proactively update customers.
When sales creates a new account in Salesforce, automatically provision the corresponding customer master record in Dynamics 365 with billing address, tax details, and payment terms. Ensure finance has complete customer data before the first order.
Cross-reference open Salesforce opportunities against real-time inventory levels and production capacity in Dynamics 365. Generate pipeline reports that flag deals at risk due to stock shortages or delivery constraints.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 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 Dynamics 365 ERP schemas and Salesforce CRM objects, mapping customer records, order hierarchies, and financial data across your entire business stack.
Redbird maps Dynamics 365 customer accounts, sales orders, invoices, and payment terms to Salesforce accounts, opportunities, quotes, and custom objects automatically. Our AI understands parent-child relationships between orders and line items, handles multi-currency conversions, and maintains referential integrity across both systems. No need to manually configure field mappings or write custom integration code every time your schema changes.
faster than building custom middleware to sync Dynamics 365 and Salesforce
Redbird can pull from Dynamics 365 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 Dynamics 365 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 Dynamics 365 into Salesforce, or from Salesforce 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 customer event, order change, or financial update in either Dynamics 365 or Salesforce.
Fires when a new sales order is entered in Dynamics 365 Finance & Operations.
Triggers when an invoice is finalized and posted to the general ledger.
Activates when customer payment is recorded against an invoice or account balance.
Provision a new customer master record with billing details, credit terms, and tax configuration.
Modify order status, delivery dates, or custom fields on existing sales orders.
Retrieve real-time inventory availability, allocated stock, and incoming purchase orders.
Fires when an opportunity stage changes to closed-won in the sales pipeline.
Triggers when a new account is created or key fields like billing address are modified.
Activates when a quote reaches approved status and is ready for order conversion.
Write financial data, payment status, or custom attributes to Salesforce account records.
Assign follow-up tasks to sales reps based on ERP events like shipment or payment delays.
Record ERP transactions as activity timeline entries on the corresponding Salesforce account.
Connect Dynamics 365 and Salesforce in minutes. Unify your ERP and CRM data so sales and finance teams work from the same source of truth.