Connect Gainsight and
Outreach with AI

Sync customer health scores, renewal signals, and expansion opportunities from your CS platform directly into sales sequences. Stop manually flagging at-risk accounts or copying customer insights into your sales execution platform — let Redbird route the data automatically.

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.

Trigger expansion sequences when health scores cross upsell thresholds

When a Gainsight health score reaches green or hits a predefined expansion threshold, automatically enroll the account contacts into targeted upsell sequences in Outreach. Include account context like product usage trends and QBR outcomes in the sequence steps.

Alert CS teams when outbound sequences hit red-flagged accounts

When Outreach sequences trigger on accounts marked as at-risk or churning in Gainsight, create tasks in Gainsight for CS teams to intervene. Prevent sales from aggressive outreach to sensitive accounts and coordinate handoffs between CS and sales.

Sync renewal pipeline stages into Outreach deal progression tracking

Keep renewal opportunities from Gainsight synchronized with Outreach pipeline stages. When renewal stage changes or risk indicators update in Gainsight, update the corresponding Outreach opportunity fields and trigger coaching workflows for AEs managing renewals.

Enrich Gainsight customer records with sales engagement activity from Outreach

Pull call notes, email engagement metrics, and meeting outcomes from Outreach sequences into Gainsight customer timelines. Give CS teams complete visibility into what sales promised, discussed, and committed during onboarding and expansion conversations.

Build weekly CS-to-sales account briefings with health score changes and sequence performance

Generate automated reports combining Gainsight health score trends, success plan milestones, and Outreach sequence engagement metrics. Send to account teams so CS and sales stay aligned on account status, expansion readiness, and risk factors without manual Slack updates.

Archive QBR notes and executive business review outcomes into Outreach account context

When QBRs or executive business reviews are completed in Gainsight, push key takeaways, strategic initiatives, and stakeholder sentiment into Outreach account notes. Equip sales reps with recent customer context before launching expansion or cross-sell sequences.

Live in four steps

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

01

Connect your accounts

Authorize Gainsight and Outreach 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 both Gainsight's customer success data model and Outreach's sales execution schema — so you can connect health scores, lifecycle workflows, and renewal pipelines to sequences, prospects, and pipeline stages without custom code.

AI that maps customer success signals to sales execution data

Redbird natively understands Gainsight objects like health scores, CTAs, success plans, and renewal opportunities — and how they should flow into Outreach sequences, accounts, prospects, and pipeline stages. Map risk indicators to sequence pauses, expansion signals to automated outreach, and CS timelines to sales context fields. The AI handles schema differences between success platforms and sales execution tools, so you don't need middleware or transformation layers.

Health score thresholds to sequence triggers
Renewal stages to Outreach pipeline fields
QBR outcomes to account context notes
Success plan milestones to rep coaching insights
10×

faster than exporting Gainsight reports and manually updating Outreach account fields

No CSV exports, no copying health scores into CRM custom fields, no manual account briefings

Auto-generated reports

Redbird can pull from Gainsight and Outreach 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 Gainsight or Outreach.

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 Gainsight into Outreach, or from Outreach back into Gainsight. 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 health score change, lifecycle event, or sequence activity in either platform.

Gainsight
Triggers & Actions
Trigger

Health score changes

When an account health score moves between green, yellow, or red thresholds in Gainsight.

Trigger

CTA created or updated

When a call-to-action is created, assigned, or updated in Gainsight for an account.

Trigger

Renewal opportunity stage change

When a renewal moves to a new pipeline stage or risk level changes in Gainsight.

Action

Update customer timeline

Add events, notes, or sales activity to the Gainsight customer timeline.

Action

Create or assign CTA

Generate a new call-to-action in Gainsight and assign it to a CSM.

Action

Update success plan milestone

Mark success plan tasks complete or update milestone statuses in Gainsight.

Outreach
Triggers & Actions
Trigger

Prospect added to sequence

When a contact is enrolled in a new sequence in Outreach.

Trigger

Sequence step completed

When a prospect completes a call, email, or task step in an Outreach sequence.

Trigger

Opportunity stage updated

When a deal moves to a new pipeline stage in Outreach.

Action

Enroll prospect in sequence

Add a contact to a specific Outreach sequence with custom variables and context.

Action

Pause or remove from sequence

Stop outreach for a prospect or account based on external signals.

Action

Update account or prospect fields

Write customer health data, risk flags, or CS insights into Outreach account records.

Gainsight
+
Outreach

Ready to connect your stack?

Sync Gainsight customer health data with Outreach sales execution in minutes. Stop manually routing expansion signals and at-risk alerts between CS and sales teams.

Get started → Book a demo