Connect Forsta and
Salesforce Marketing Cloud with AI

Sync survey responses, customer insights, and research data directly into Marketing Cloud to personalize campaigns and build audiences. Stop exporting CSVs, manually updating contact attributes, and waiting for research data to reach your marketing team.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync Forsta survey completions to Marketing Cloud contact attributes in real-time

When a customer completes a survey in Forsta, automatically update their Marketing Cloud contact record with response data, preference attributes, and segment qualifications. Enable marketing teams to act on fresh insights without waiting for research team exports or IT ticket queues.

Build Marketing Cloud data extensions from Forsta research panel segments automatically

Transform Forsta panel segments and research cohorts into Marketing Cloud data extensions with proper field mappings and sendable relationships. Marketing teams get research-qualified audiences ready for targeting without manual CSV imports or data cleanup.

Trigger Forsta follow-up surveys when Marketing Cloud journey engagement drops below threshold

Monitor Marketing Cloud journey engagement metrics and automatically send targeted Forsta surveys to low-engagement contacts to understand why they're disengaging. Research and marketing teams close the feedback loop on campaign performance without separate panel recruitment.

Enrich Marketing Cloud contact records with Forsta CX scores and sentiment classifications

Pull NPS scores, satisfaction ratings, and sentiment analysis from Forsta studies directly into Marketing Cloud contact attributes. Marketers can segment and personalize based on customer experience data without waiting for quarterly research readouts or manual contact uploads.

Send Forsta post-purchase research surveys to contacts after Marketing Cloud transactional journey completion

When customers complete purchase confirmation or onboarding journeys in Marketing Cloud, automatically trigger targeted Forsta surveys to capture product feedback, satisfaction scores, and usage intent. Research teams get contextual responses tied to specific customer moments without separate panel management.

Generate weekly campaign performance reports enriched with Forsta brand perception and awareness metrics

Combine Marketing Cloud campaign engagement data with Forsta brand tracking study results to show how marketing activities correlate with brand health metrics. Marketing leaders see research-validated performance stories without manually cross-referencing spreadsheets from different teams.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Forsta and Salesforce Marketing Cloud with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Forsta's research data structures and Marketing Cloud's contact model, data extensions, and journey builder architecture to automate the insights-to-activation workflow.

AI that understands survey schemas and Marketing Cloud data models

Redbird maps Forsta survey question IDs, response codes, panel attributes, and calculated metrics to Marketing Cloud contact attributes, data extension fields, and sendable data relationships automatically. The platform recognizes survey completion events, response quality flags, quota fills, and panel demographic data, then translates them into Marketing Cloud-ready contact updates, audience segments, and journey entry criteria. No need to manually specify field mappings, build custom ETL scripts, or maintain brittle API integrations between research and marketing systems.

Survey response → Contact attribute mapping
Panel segments → Data extension sync
NPS/CSAT scores → Journey decision splits
Research cohorts → Sendable audiences
10×

faster than exporting survey data and manually importing to Marketing Cloud

No CSV exports, IT tickets, or waiting for research team data deliveries

Auto-generated reports

Redbird can pull from Forsta and Salesforce Marketing Cloud simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Forsta or Salesforce Marketing Cloud.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Forsta into Salesforce Marketing Cloud, or from Salesforce Marketing Cloud back into Forsta. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from survey completions in Forsta or campaign events in Marketing Cloud, then take action across both platforms.

Forsta
Triggers & Actions
Trigger

Survey response completed

When a respondent completes a survey or specific survey section in Forsta.

Trigger

Panel member qualifies for segment

When a panel respondent meets criteria to join a research segment or cohort.

Trigger

NPS or satisfaction score recorded

When a customer experience metric like NPS, CSAT, or CES is calculated from responses.

Action

Send targeted survey invitation

Distribute a Forsta survey to specific respondents or panel segments with personalized invitation parameters.

Action

Update panel member attributes

Modify demographic, behavioral, or preference attributes for panel members in Forsta.

Action

Add respondent to research cohort

Assign a respondent to a specific research segment, study group, or ongoing panel cohort.

Salesforce Marketing Cloud
Triggers & Actions
Trigger

Contact enters or exits journey

When a contact begins a journey, reaches a specific journey activity, or exits a campaign flow.

Trigger

Email engagement threshold met

When a contact's email open rate, click rate, or engagement score crosses a defined threshold.

Trigger

Contact attribute updated

When a contact record or data extension field is modified with new customer data.

Action

Update contact attributes

Modify contact fields, preferences, or profile attributes in Marketing Cloud contact records.

Action

Add contact to data extension

Insert or upsert contact records into specific data extensions with mapped field values.

Action

Inject contact into journey

Add a contact to a Journey Builder automation at a specific entry source or decision path.

Forsta
+
Salesforce Marketing Cloud

Ready to connect your stack?

Stop manually bridging the gap between research insights and marketing activation. Connect Forsta and Salesforce Marketing Cloud with Redbird AI and let survey data flow directly into personalized campaigns.

Get started → Book a demo