Stop manually logging emails to Salesforce, copying contact details from messages, and chasing reps to update the CRM. Redbird AI automatically syncs email activity, creates records from inbound leads, and keeps your sales data current without the busywork.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture every customer email exchange as an activity in Salesforce. Redbird maps email participants to Leads, Contacts, and Accounts, preserving full thread context and attachments. Sales managers get complete visibility without reps manually logging communications.
Parse new lead emails from your website, partner referrals, or event registrations and automatically create qualified Lead records. Redbird extracts company info, contact details, and source attribution, then assigns to the right rep based on territory rules.
Trigger templated emails through Gmail when deals move to specific stages—contract sent, pending decision, closed-won. Redbird pulls Salesforce fields to personalize each message and automatically logs the outreach back to the opportunity timeline.
Track which contacts are actively engaging via email and update custom fields in Salesforce with last reply date, response rate, and engagement score. Sales teams prioritize outreach to warm contacts and identify at-risk accounts showing communication drop-off.
Monitor Salesforce activity timestamps and send Gmail alerts when key contacts at enterprise accounts haven't responded in a defined period. Redbird includes account context, recent opportunity status, and suggested talking points to re-engage the relationship.
Keep rep contact information consistent across systems by detecting Gmail signature updates and syncing phone numbers, titles, and social links to Salesforce user records. Ensures customers always see current contact details in automated emails and proposals.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Gmail and Salesforce 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 AI understands both Gmail's message structure and threading model plus Salesforce's object relationships—Leads, Contacts, Accounts, Opportunities, and Activities—so your email and CRM data stay perfectly aligned.
Redbird doesn't just move data—it understands context. Our AI parses email headers, participant lists, and message content to automatically match communications to the correct Lead, Contact, Account, or Opportunity. It handles complex scenarios like group emails with multiple stakeholders, forwarded threads, and CC'd executives, creating Activity records with proper relationships. When contact information changes or new participants enter a thread, Redbird updates or creates the right Salesforce records without duplicates.
Faster email-to-CRM logging than manual entry or basic sync tools
Redbird can pull from Gmail and Salesforce 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 Gmail or Salesforce.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Gmail into Salesforce, or from Salesforce back into Gmail. 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 automations from any Gmail event or Salesforce record change, then take action across both systems with full context.
Trigger when a new email arrives in a specific inbox or matches label/filter criteria.
Fire when a contact replies to an ongoing email conversation or thread.
Trigger when a user stars an email for follow-up or special attention.
Compose and send personalized emails through a user's Gmail account with dynamic fields.
Automatically categorize or tag emails with Gmail labels based on content or sender.
Generate a draft email in Gmail for manual review and sending by the account owner.
Trigger when a new Lead record is created in Salesforce from any source.
Fire when a deal moves to a new pipeline stage or reaches a specific milestone.
Trigger when an Account or Contact ownership changes due to territory or team shifts.
Add new Contact records or update existing ones with enriched data from email interactions.
Create Task or Email Activity entries linked to Leads, Contacts, Accounts, or Opportunities.
Modify opportunity fields like Next Step, Close Date, or custom engagement scores based on email activity.
See how Redbird AI syncs Gmail and Salesforce automatically—no manual logging, no data gaps, no busywork. Connect your tools and start automating in minutes.