Stop manually exporting behavioral data to share with sales. Redbird AI automatically syncs product engagement signals from Heap into Salesforce records, enriches leads with usage insights, and keeps revenue teams aligned on what customers actually do.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Calculate engagement scores from Heap interaction data and write them directly to Salesforce Lead and Account fields. Sales teams see real-time product usage without leaving their CRM. Automatically update scores as user behavior changes.
Monitor key product events in Heap—first integration enabled, team invite sent, dashboard created—and trigger Salesforce tasks for account owners. Reps reach out at the perfect moment in the customer journey with context on what users accomplished.
Automatically append Heap funnel analytics to Opportunity records for accounts showing churn risk. Sales and CS teams see exactly where users are getting stuck—checkout abandonment, feature adoption gaps—without digging through analytics tools.
Pull account attributes like ARR tier, industry vertical, and customer stage from Salesforce into Heap as user properties. Analyze product behavior by revenue segment retroactively without waiting for engineering to instrument custom events.
Aggregate Heap session data, feature adoption, and engagement metrics by Salesforce account owner. Automatically create custom reports showing which accounts in each rep's book are active, at-risk, or expansion-ready based on behavioral signals.
Capture trial user behavior in Heap—pages viewed, features explored, time spent—and automatically adjust lead scores in Salesforce. Marketing and SDRs prioritize follow-up based on real product engagement, not just form fills and email clicks.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap 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 Heap's auto-captured event schemas and Salesforce's relationship model, so you can map behavioral data to the right records without writing code or managing brittle connectors.
Redbird reads Heap's event properties, user attributes, and session metadata alongside Salesforce's standard and custom objects, relationship hierarchies, and field types. It automatically maps interaction data to Leads, Contacts, Accounts, and Opportunities based on email, domain, or custom identifiers. You describe the enrichment or sync you need—engagement score, funnel completion, feature adoption flags—and Redbird handles field mapping, data transformation, and ongoing updates across both systems.
faster than building custom Heap-to-Salesforce syncs with ETL pipelines and scheduled jobs
Redbird can pull from Heap 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 Heap 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 Heap into Salesforce, or from Salesforce back into Heap. 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 product interaction in Heap or any CRM change in Salesforce, then take action across both platforms.
Fires when a user reaches the final step in a defined Heap funnel, like signup to activation or trial to purchase.
Triggers when calculated session metrics—time on site, pages viewed, events fired—exceed a defined engagement level.
Detects when users abandon a conversion flow at a specific step, signaling friction or disengagement.
Write custom attributes to Heap user profiles for segmentation, like account tier, opportunity stage, or sales owner.
Automatically assign users to Heap segments based on CRM data or external enrichment for retroactive analysis.
Retrieve aggregated event data, session counts, or feature usage for all users associated with a specific account or domain.
Fires when a Lead's status field updates to MQL, SQL, or other qualification stages defined in your Salesforce process.
Triggers when an Opportunity advances to a won stage, signaling conversion and activation handoff to customer success.
Detects when the Account Owner field changes, enabling handoff notifications and updated enrichment for the new rep.
Write behavioral scores, engagement flags, or product usage metrics to standard or custom fields on Lead and Contact records.
Automatically generate follow-up tasks assigned to the Account or Opportunity owner based on product engagement signals.
Append structured notes to Opportunity records with aggregated product usage data, funnel metrics, or engagement trends.
Sync product behavior from Heap to Salesforce automatically. Give your revenue teams real-time engagement context without spreadsheets, manual exports, or engineering requests.