Sync customer behavior from Segment into Dynamics 365 accounts and contacts automatically. Enrich your CRM with real-time product usage, web interactions, and engagement data—without building custom integrations or writing transformation logic.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically append website visits, feature usage, and product interactions from Segment to corresponding contact records in Dynamics 365. Surface engagement scores and last activity timestamps directly in your CRM views. Enable sales teams to personalize outreach based on actual product behavior.
When new accounts or contacts are created in Dynamics 365, automatically send identity traits to Segment to establish unified customer profiles. Sync firmographic data, account hierarchy, and custom attributes from your ERP into your CDP. Keep customer profiles consistent across your entire downstream tool stack.
Detect critical customer behaviors in Segment—like repeated error events, failed transactions, or drop-off patterns—and automatically create service cases in Dynamics 365. Route cases to the right teams with context from the event payload. Close the loop between product telemetry and customer support workflows.
Push sales pipeline movements from Dynamics 365 into Segment as user traits, making deal stage and forecast data available to every downstream tool. Trigger personalized marketing campaigns when opportunities reach specific milestones. Build cross-functional reports that connect revenue outcomes to behavioral data.
Monitor Segment event streams for disengagement patterns—declining logins, feature abandonment, or support ticket spikes. Cross-reference against Dynamics 365 account value and contract data to prioritize alerts. Notify account executives in Teams or email when intervention is needed, with full behavioral context.
Merge Dynamics 365 transaction history, service interactions, and account details with Segment event streams to generate comprehensive customer health reports. Analyze which behaviors correlate with upsells, renewals, or churn. Automate weekly snapshots to Power BI or data warehouses for executive visibility.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 and Segment 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 the entity relationships in Dynamics 365 and the event schema standards in Segment, so you can map customer behavior to CRM records without building custom middleware.
Redbird parses your Dynamics 365 data model—accounts, contacts, opportunities, cases, and custom entities—and maps them intelligently to Segment's identify, track, and group calls. The platform understands how to match userId and anonymousId from Segment events to contact or lead records in Dynamics 365, handling deduplication and merge logic automatically. When you sync data in either direction, Redbird detects field types, validates payloads against Segment's spec, and transforms Dynamics 365 datetime and currency formats into clean event properties. You define the business logic; Redbird handles the schema translation.
faster than building custom Segment source functions or Dynamics 365 plugins
Redbird can pull from Dynamics 365 and Segment 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 Segment.
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 Segment, or from Segment 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 workflows from any change in Dynamics 365 or any event flowing through Segment, and take action in either system automatically.
Fires when a new account record is added to Dynamics 365, including all standard and custom fields.
Triggers when any field on a contact record changes, with before and after values included.
Detects when a sales opportunity moves to a new pipeline stage or forecast category.
Add new contact records or update existing ones based on email or custom identifier matching.
Generate a new case in Dynamics 365 with title, description, priority, and account association.
Append timestamped notes to account records with context from external events or data sources.
Fires when a specific track event flows through Segment, with full event properties and user context.
Triggers when a user identification event updates traits in Segment, capturing new or changed attributes.
Detects when a user qualifies for a Segment Audience based on behavioral or trait conditions.
Create or update a user profile in Segment with traits from Dynamics 365 or other sources.
Push custom events into Segment to record offline conversions, support interactions, or ERP milestones.
Associate users with company-level groups in Segment, syncing account hierarchy and metadata.
Stop maintaining custom scripts to sync Dynamics 365 and Segment. Redbird builds the connection in minutes and keeps your CRM enriched with real-time behavioral data.