Connect FullStory and
Salesforce with AI

Stop manually exporting session data and copying UX insights into CRM records. Redbird AI syncs FullStory behavioral analytics directly to Salesforce accounts, contacts, and opportunities — so your sales and CS teams see exactly how customers interact with your product.

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 session replay links to Salesforce opportunities when friction events occur

Automatically attach FullStory session URLs to relevant Salesforce opportunities when users experience rage clicks, error messages, or drop off during critical workflows. Sales teams can watch exactly what went wrong during trial or demo periods without digging through analytics dashboards.

Enrich Salesforce accounts with product engagement scores from FullStory events

Calculate engagement metrics from FullStory session data — feature adoption rates, time in product, click patterns — and write them as custom fields on Salesforce Account records. Give sales and CS teams quantifiable product usage data alongside traditional CRM metrics.

Alert account owners when high-value contacts encounter UX friction

Monitor FullStory for error events, failed form submissions, or rage clicks from contacts linked to high-value Salesforce accounts. Trigger Salesforce tasks for account owners to proactively reach out before frustration leads to churn.

Create FullStory user segments based on Salesforce opportunity stage changes

When opportunities move to specific stages in Salesforce — Closed Won, Contract Negotiation, or Churned — automatically tag corresponding users in FullStory. Analyze how product behavior differs across deal stages and buyer journey phases.

Generate weekly product usage reports for Salesforce account teams

Pull FullStory session metrics, feature usage, and funnel completion rates for all users associated with Salesforce accounts. Deliver formatted reports as Salesforce Notes on account records so AEs and CSMs prepare for calls with real behavioral context.

Log FullStory conversion events as Salesforce campaign responses and activity history

When users complete key actions tracked in FullStory — product tours, feature activations, checkout flows — automatically record these events in Salesforce as campaign responses or activities. Connect digital behavior to attribution models and pipeline reporting.

Live in four steps

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

01

Connect your accounts

Authorize FullStory and Salesforce 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 understands FullStory's session events, user properties, and behavioral segments alongside Salesforce's account hierarchies, opportunity stages, and custom field schemas.

AI that maps behavioral data to CRM context automatically

Redbird interprets FullStory's event stream — sessions, segments, custom events, and user variables — and intelligently matches them to the right Salesforce records using email, account domain, or custom identifiers. The AI handles field mapping between FullStory's behavioral properties and Salesforce's custom objects, automatically routing engagement scores to accounts, session links to opportunities, and friction alerts to tasks. No manual CSV exports or rigid field matching required.

Session-to-record matching
Custom field mapping
Event-to-activity logging
Segment-based enrichment
10×

faster than exporting FullStory data and manually updating Salesforce records

No CSV downloads, no data transformation scripts, no custom API development

Auto-generated reports

Redbird can pull from FullStory and Salesforce 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 FullStory or Salesforce.

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 FullStory into Salesforce, or from Salesforce back into FullStory. 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 workflows from any FullStory session event or Salesforce record change — Redbird handles the data sync and transformation in between.

FullStory
Triggers & Actions
Trigger

Session with rage click detected

Fires when a user performs multiple rapid clicks indicating frustration or broken UI elements.

Trigger

User completes custom conversion event

Triggers when a tracked FullStory event like feature activation or onboarding step completion occurs.

Trigger

Session exceeds error threshold

Activates when a single session generates multiple JavaScript errors or failed network requests.

Action

Tag user with segment label

Add behavioral segment tags to FullStory user profiles based on external data or CRM attributes.

Action

Create custom event for session

Log synthetic events in FullStory to mark external milestones like deal closure or subscription changes.

Action

Update user properties with CRM data

Sync account tier, contract value, or lifecycle stage from Salesforce into FullStory custom user vars.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changed

Fires when a deal moves between pipeline stages like Demo Scheduled, Proposal Sent, or Closed Won.

Trigger

Account owner assigned or changed

Triggers when a new AE or CSM is assigned to an account record.

Trigger

Contact created or updated

Activates when new contacts are added to Salesforce or when key fields like email or title are modified.

Action

Create task for account owner

Generate follow-up tasks assigned to the account executive or customer success manager.

Action

Update custom fields on account or opportunity

Write engagement metrics, health scores, or behavioral flags to custom CRM fields.

Action

Add note with session insights to record

Append formatted product usage summaries or session replay links as notes on accounts or opportunities.

FullStory
+
Salesforce

Ready to connect your stack?

Sync FullStory session intelligence to Salesforce automatically. Give your revenue teams the product behavior context they need without manual data exports or engineering resources.

Get started → Book a demo