Connect Heap and
Salesforce Marketing Cloud with AI

Sync behavioral data from Heap directly into Salesforce Marketing Cloud to power personalized campaigns. Stop manually exporting user segments and CSV uploads. Redbird AI automates the flow from product analytics to marketing execution.

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 Heap behavioral segments to Marketing Cloud data extensions automatically

When users match criteria in Heap—like feature adoption or engagement milestones—Redbird creates or updates data extensions in Marketing Cloud with enriched behavioral attributes. No more weekly CSV exports to keep audiences fresh.

Trigger Marketing Cloud journeys based on Heap product interaction events

Launch email sequences, SMS campaigns, or multi-channel journeys when specific user behaviors occur in Heap—like abandoning a cart, completing onboarding, or hitting usage thresholds. Real-time product signals drive timely marketing.

Enrich Marketing Cloud subscriber profiles with Heap session and event metadata

Append behavioral context from Heap—last active date, feature usage counts, conversion funnel stage—directly to subscriber records in Marketing Cloud. Marketers can personalize content based on actual product behavior, not just demographics.

Create Heap segments from Marketing Cloud campaign engagement data

Push email opens, clicks, and journey completions from Marketing Cloud back into Heap as custom events. Product teams can analyze how marketing campaigns influence in-app behavior and build retroactive segments.

Alert marketing teams when high-value user segments emerge in Heap analysis

When Heap identifies behavioral cohorts—like power users at risk of churn or trial users showing buying signals—Redbird notifies marketing teams and stages data for immediate campaign activation in Marketing Cloud.

Generate weekly Marketing Cloud performance reports enriched with Heap conversion data

Combine campaign metrics from Marketing Cloud with downstream product engagement and conversion data from Heap. Redbird builds unified reports showing which campaigns drive actual product usage, not just opens and clicks.

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 Salesforce Marketing Cloud 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 schema and behavioral data model alongside Marketing Cloud's subscriber attributes, data extensions, and journey entry sources—no custom mapping required.

AI that speaks both behavioral analytics and marketing automation

Redbird maps Heap events, user properties, and session data to Marketing Cloud data extensions, subscriber attributes, and journey entry sources automatically. The platform understands conversion funnel stages, behavioral cohorts, and interaction timestamps from Heap, then structures them for Marketing Cloud's contact model and journey triggers. When schemas change—new event properties in Heap or custom attributes in Marketing Cloud—Redbird adapts without breaking workflows.

Heap event properties → Marketing Cloud attributes
Behavioral segments → Data extensions
Session metadata → Subscriber enrichment
Conversion events → Journey triggers
10×

faster audience activation from behavioral insights

No manual segment exports, CSV formatting, or data extension updates between systems

Auto-generated reports

Redbird can pull from Heap and Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

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 Salesforce Marketing Cloud, or from Salesforce Marketing Cloud 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 any behavioral event in Heap or campaign activity in Salesforce Marketing Cloud.

Heap
Triggers & Actions
Trigger

User enters or exits a Heap segment

Fire when behavioral criteria are met—like power users, at-risk accounts, or feature adopters.

Trigger

Specific event tracked in Heap

Trigger on custom events like checkout started, onboarding completed, or premium feature accessed.

Trigger

User reaches session or engagement threshold

Activate when session count, time in product, or engagement score crosses defined levels.

Action

Create or update data extension rows

Add users to Marketing Cloud data extensions with enriched behavioral attributes from Heap.

Action

Build custom segment for retroactive analysis

Generate Heap segments based on combined behavioral and campaign engagement criteria.

Action

Update user properties with session metadata

Append last active date, session counts, or feature usage data to Heap user profiles.

Salesforce Marketing Cloud
Triggers & Actions
Trigger

Subscriber enters or exits a journey

Fire when contacts begin, complete, or exit multi-channel marketing journeys.

Trigger

Email opened, clicked, or bounced

Trigger on specific email engagement events to sync campaign response data.

Trigger

SMS delivered or link clicked

Activate when mobile message milestones occur in Marketing Cloud campaigns.

Action

Create or update subscriber attributes

Enrich contact records with behavioral data, product usage, or conversion stage from Heap.

Action

Inject contact into journey at specific entry source

Add users to marketing journeys based on real-time product behavior tracked in Heap.

Action

Update data extension with behavioral cohort data

Refresh targetable audiences in Marketing Cloud with latest segment membership from Heap.

Heap
+
Salesforce Marketing Cloud

Ready to connect your stack?

Stop manually syncing behavioral data between product analytics and marketing campaigns. Redbird connects Heap and Salesforce Marketing Cloud so your teams can act on insights in real time.

Get started → Book a demo