Redbird AI syncs contacts, logs emails, and automates follow-ups between HubSpot and Outlook. Stop manually logging communications, updating contact records, or tracking engagement across two systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture every email conversation in Outlook and log it to the corresponding HubSpot contact, company, and deal timeline. Keep your CRM complete without BCC addresses or manual entry. Surface full communication history for sales handoffs and deal reviews.
When a new contact is created in HubSpot, automatically add them to Outlook contacts with all relevant fields. Keep your email autocomplete current with the latest leads and prospects. Ensure every team member has access to contact information when composing emails.
When sales reps flag emails in Outlook with categories like 'Follow Up' or 'Hot Lead', automatically create corresponding tasks in HubSpot with context and due dates. Turn inbox management into CRM action items without switching tools.
Trigger calendar invites to stakeholders when deals move to specific stages like 'Demo Scheduled' or 'Negotiation'. Automatically populate meeting details from HubSpot deal properties and contact information. Keep internal teams aligned on key sales milestones.
Track prospect engagement by monitoring Outlook calendar responses. When a key decision-maker accepts a demo invite, move the deal forward in HubSpot. When meetings are declined, trigger re-engagement workflows or alert the account owner.
Monitor HubSpot email engagement tracking and send real-time Outlook notifications when enterprise contacts or decision-makers open campaign emails. Enable timely follow-ups while prospects are actively engaged. Include deal context and suggested next steps in the alert.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize HubSpot and Outlook 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 understands HubSpot's contact lifecycle model and Outlook's Microsoft Graph API structure to intelligently map CRM records to email communications and calendar events.
Redbird maps HubSpot contact properties, deal stages, and engagement data to Outlook's email headers, calendar objects, and contact fields without rigid field matching. The platform recognizes when an Outlook email thread relates to multiple HubSpot deals and logs accordingly. It handles bidirectional contact sync while respecting lifecycle stage rules and duplicate detection logic. Redbird parses meeting acceptance status and attendee lists to update HubSpot tasks and deal properties automatically.
faster than building custom Microsoft Graph and HubSpot API integrations
Redbird can pull from HubSpot and Outlook 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 HubSpot or Outlook.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from HubSpot into Outlook, or from Outlook back into HubSpot. 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 HubSpot CRM event or Outlook email activity, then take action across both platforms.
Fire when new contacts are added to HubSpot or when key properties like lifecycle stage or deal association change.
Trigger when opportunities move through your pipeline, especially to stages requiring external communication or meetings.
Detect when HubSpot tracking registers engagement on marketing or sales emails sent to prospects.
Add new contacts to HubSpot with full property mapping or update existing records with fresh data from Outlook.
Attach Outlook email content, metadata, and attachments to HubSpot contact, company, or deal activity feeds.
Generate follow-up tasks in HubSpot assigned to deal owners, including email thread context and due dates.
Trigger on incoming or outgoing messages in Outlook, with filtering by sender, recipient, subject keywords, or folder.
Fire when calendar invites are accepted, declined, or tentatively marked by specific attendees or contact groups.
Detect when users apply Outlook categories or flag messages for follow-up, signaling important conversations.
Compose and send templated Outlook emails triggered by HubSpot events, using shared mailboxes or individual accounts.
Generate Outlook meetings with attendees, location, and agenda pulled from HubSpot deal or contact properties.
Create or update Outlook contact records with phone numbers, addresses, and custom fields synced from HubSpot.
Sync HubSpot and Outlook in minutes. Redbird AI handles the complexity of CRM-to-email integration so your team can focus on closing deals, not logging data.