Connect Gainsight and
ZoomInfo with AI

Automate the flow between customer success data and sales intelligence. Stop manually enriching account records, copy-pasting org charts into QBR decks, and hunting for expansion contacts across systems. Redbird AI keeps Gainsight health scores informed by real-time firmographic changes and ZoomInfo updated with product usage signals.

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.

Enrich at-risk accounts with buying committee and org chart data

When a customer health score drops in Gainsight, automatically pull current org chart, key contacts, and recent hiring activity from ZoomInfo. Surface executive changes or team restructuring that might explain churn risk and inform save plays.

Auto-populate QBR decks with stakeholder intelligence and company updates

Before scheduled QBRs, pull latest executive bios, company news, funding events, and technographic data from ZoomInfo into Gainsight timeline. Give CSMs complete context without manual research before every customer meeting.

Push product adoption signals to ZoomInfo for Account-Based Marketing campaigns

When customers hit key product milestones or usage thresholds in Gainsight, update ZoomInfo custom fields to trigger targeted ABM campaigns. Turn customer success data into marketing signals for upsell and cross-sell motions.

Trigger expansion plays when ZoomInfo detects company growth signals

Monitor headcount growth, new office openings, or funding rounds in ZoomInfo and automatically create expansion opportunities in Gainsight. Launch targeted success plays when customer companies show signs of scale.

Identify and sync new stakeholders at existing customer accounts

When ZoomInfo detects new executives or decision-makers at customer accounts, automatically add them to Gainsight contact records and trigger relationship-building plays. Never miss key stakeholder changes that impact renewals.

Alert CS team when customers show intent signals for competitive products

Surface ZoomInfo intent data showing customers researching competitive solutions directly in Gainsight timelines. Create automated alerts and risk mitigation plays when buying signals indicate potential churn risk.

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 ZoomInfo 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 Gainsight's customer lifecycle objects and ZoomInfo's intelligence schemas—so enrichment, contact matching, and account-level workflows happen without custom field mapping or middleware sprawl.

Native intelligence across customer success and sales data models

Redbird maps Gainsight Companies, CTAs, and Success Plans to ZoomInfo account profiles, contacts, and intent topics automatically. Match customers across systems using domain intelligence, not just email. Update health score attributes with firmographic changes, sync buying committee structures to relationship maps, and enrich timeline entries with technographic context—all without building custom objects or managing API rate limits.

Auto-match accounts by domain and subsidiary structure
Map ZoomInfo contacts to Gainsight stakeholder roles
Sync intent topics to custom CTA triggers
Enrich Company objects with real-time firmographics
10×

faster account enrichment compared to manual ZoomInfo lookups and CSV imports

No exporting contact lists, formatting spreadsheets, or deduplicating records across platforms

Auto-generated reports

Redbird can pull from Gainsight and ZoomInfo 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 ZoomInfo.

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 ZoomInfo, or from ZoomInfo 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 from any customer lifecycle event in Gainsight or intelligence signal in ZoomInfo—then automate cross-platform workflows that keep teams aligned.

Gainsight
Triggers & Actions
Trigger

Health score changes

Trigger workflows when customer health scores increase, decrease, or cross critical thresholds in Gainsight.

Trigger

Renewal date approaching

Fire automations when customers enter renewal windows or specific days-to-renewal milestones.

Trigger

CTA created or assigned

Start processes when new Calls to Action are created for risk mitigation, expansion, or onboarding plays.

Action

Update Company custom fields

Write firmographic, technographic, or intent data from ZoomInfo into Gainsight Company object attributes.

Action

Create Timeline activity

Log stakeholder changes, funding events, or competitive intent signals as Timeline entries for CSM visibility.

Action

Add Person to account

Insert new decision-makers or stakeholders discovered in ZoomInfo as contacts in Gainsight customer records.

ZoomInfo
Triggers & Actions
Trigger

Buying intent signal detected

Trigger workflows when ZoomInfo identifies intent activity on relevant topics for existing customer accounts.

Trigger

Company profile updated

Fire automations when ZoomInfo detects changes to employee count, revenue, funding, or office locations.

Trigger

New executive hired

Start processes when ZoomInfo identifies C-level or VP-level hires at customer or target accounts.

Action

Add account to targeted list

Insert Gainsight customers showing expansion signals into ZoomInfo account lists for ABM campaign targeting.

Action

Update custom contact attributes

Write product usage milestones, health scores, or engagement data from Gainsight into ZoomInfo contact fields.

Action

Tag account with custom field

Apply customer lifecycle stage, product adoption tier, or renewal status labels to ZoomInfo company records.

Gainsight
+
ZoomInfo

Ready to connect your stack?

See how Redbird AI syncs Gainsight and ZoomInfo in minutes—no API wrangling, no field mapping spreadsheets, no maintenance overhead. Just intelligent automation between your CS platform and sales intelligence data.

Get started → Book a demo