Connect Heap and Outlook with AI

Redbird AI syncs behavioral insights from Heap directly into Outlook workflows. Stop manually pulling user analytics for email campaigns, exporting segment reports for distribution, or copying conversion data into stakeholder updates.

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.

Send automated email alerts when high-value user segments complete key conversion funnels

When Heap detects users completing critical conversion paths, automatically trigger personalized Outlook emails to sales or success teams. Surface behavioral context like session count, feature usage, and drop-off points directly in the notification email.

Email weekly product engagement summaries to stakeholders with funnel performance breakdowns

Generate automated Outlook emails every Monday with Heap's top conversion funnels, drop-off rates, and behavioral trends. Include segment-specific insights without manual data exports or dashboard screenshots.

Notify account teams when enterprise customers show friction signals in product flows

Monitor Heap for behavioral patterns indicating user struggle—repeated clicks, abandoned flows, or error page visits. Automatically send context-rich Outlook emails to account managers with session replays and interaction summaries for immediate outreach.

Create Heap user segments from Outlook calendar attendance for feature launch targeting

When users attend specific product webinars or training sessions tracked in Outlook calendars, automatically add them to targeted Heap segments. Enable retroactive analysis of how training attendance correlates with feature adoption and product engagement.

Sync email engagement metrics from Outlook into Heap for multi-channel behavior analysis

Capture email opens, clicks, and response rates from Outlook and append them to user profiles in Heap. Analyze how email engagement influences in-product behavior, conversion timing, and feature discovery patterns.

Automatically schedule stakeholder meetings when product metrics cross defined thresholds in Heap

When conversion rates drop below benchmarks or new feature adoption exceeds targets, Redbird automatically creates Outlook calendar invites with relevant stakeholders. Include pre-populated meeting agendas with Heap data snapshots and behavioral context.

Live in four steps

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

01

Connect your accounts

Authorize Heap and Outlook 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 Heap's event schemas and user properties alongside Outlook's contact records, calendar structures, and email metadata—no custom mapping or middleware required.

AI that speaks both behavioral analytics and enterprise communication

Redbird's AI natively interprets Heap's auto-captured event streams, user segments, session data, and funnel definitions. It maps these behavioral signals to Outlook's contact hierarchies, distribution lists, calendar availability, and email threads. Ask questions like 'email the sales team when enterprise trial users complete onboarding flows' and Redbird handles event filtering, recipient resolution, and message formatting across both systems without manual field mapping.

Event properties to email context
User segments to contact lists
Funnel metrics to calendar triggers
Session data to stakeholder alerts
10×

faster than exporting Heap reports and manually distributing insights via email

No CSV downloads, screenshot attachments, or copy-paste data summaries

Auto-generated reports

Redbird can pull from Heap and Outlook 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 Heap or Outlook.

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 Heap into Outlook, or from Outlook back into Heap. 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 behavioral events in Heap or communication activities in Outlook—Redbird handles the rest.

Heap
Triggers & Actions
Trigger

User completes conversion funnel

Fires when a user successfully moves through all steps in a defined Heap funnel.

Trigger

Segment membership changes

Triggers when users enter or exit behavioral segments based on interaction patterns.

Trigger

Metric threshold crossed

Activates when conversion rates, session counts, or custom metrics exceed defined limits.

Action

Create user segment from contact list

Build new Heap behavioral segments using email addresses or user IDs from Outlook contacts.

Action

Add custom event property

Append email engagement data or calendar activity as custom properties to Heap user profiles.

Action

Update user attribute

Modify user-level attributes in Heap based on Outlook communication history or meeting attendance.

Outlook
Triggers & Actions
Trigger

Email received from specific sender

Fires when messages arrive from designated contacts or domains in Outlook inboxes.

Trigger

Calendar event created or updated

Triggers when meetings are scheduled, rescheduled, or attendees change in Outlook calendars.

Trigger

Email engagement detected

Activates when recipients open emails, click links, or respond to specific message threads.

Action

Send personalized email with behavioral data

Generate Outlook emails populated with Heap user interactions, session summaries, and conversion context.

Action

Create calendar invite with analytics attachment

Schedule meetings and include Heap metric snapshots, funnel reports, or segment breakdowns in invites.

Action

Update contact record with product usage

Append behavioral insights from Heap to Outlook contact notes or custom fields for sales context.

Heap
+
Outlook

Ready to connect your stack?

Stop manually bridging the gap between product analytics and stakeholder communication. Connect Heap and Outlook with Redbird AI and automate insights distribution across your organization.

Get started → Book a demo