Connect HubSpot and
Salesforce with AI

Sync contacts, deals, and pipeline data between your marketing and sales CRMs automatically. Stop manually exporting CSVs, reconciling duplicates, or building custom integrations to keep HubSpot and Salesforce in sync.

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 new HubSpot leads to Salesforce and create qualified leads automatically

When a contact reaches MQL status in HubSpot, automatically create or update the lead in Salesforce with complete attribution data, lifecycle stage, and lead source. Map custom properties between systems and prevent duplicates with intelligent matching.

Push closed-won Salesforce opportunities back to HubSpot for customer marketing

When an opportunity closes in Salesforce, update the corresponding deal and contact lifecycle stage in HubSpot. Trigger onboarding sequences and ensure marketing has visibility into which campaigns drive revenue.

Bi-directional contact and account sync with field-level mapping control

Keep contact records, company data, and account hierarchies synchronized between HubSpot and Salesforce. Define exactly which fields sync in each direction, handle custom properties, and maintain data integrity across both platforms.

Alert sales ops when HubSpot and Salesforce pipeline data diverges

Monitor deal values, stages, and close dates across both systems. Send instant alerts to revenue operations when discrepancies appear so teams can reconcile data before forecast calls or board meetings.

Enrich Salesforce records with HubSpot engagement and behavioral data

Append email opens, page views, form submissions, and engagement scores from HubSpot to corresponding Salesforce leads and contacts. Give sales reps complete visibility into prospect behavior without switching systems.

Generate unified revenue reports combining HubSpot marketing and Salesforce sales data

Pull deal pipeline from Salesforce and attribution data from HubSpot into automated reports that connect marketing spend to closed revenue. Track full-funnel metrics from first touch to close without manual spreadsheet work.

Live in four steps

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

01

Connect your accounts

Authorize HubSpot and Salesforce 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 both HubSpot's contact-centric marketing model and Salesforce's account-based sales structure, so you can sync data intelligently without losing context.

AI that speaks both HubSpot and Salesforce natively

Redbird maps between HubSpot's lifecycle stages and Salesforce's lead statuses automatically. It understands contact-to-lead conversions, company-to-account relationships, deal-to-opportunity mappings, and how custom properties in one system should translate to custom fields in the other. No need to manually configure object relationships or write transformation logic for picklist values, multi-select fields, or date formats.

Contact ↔ Lead/Contact mapping
Company ↔ Account hierarchy
Deal ↔ Opportunity sync
Custom property translation
10×

faster than building a custom HubSpot-Salesforce integration with middleware

No API connector setup, field mapping spreadsheets, or duplicate detection rules to maintain

Auto-generated reports

Redbird can pull from HubSpot and Salesforce 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 HubSpot or Salesforce.

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 HubSpot into Salesforce, or from Salesforce back into HubSpot. 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 contact update, deal movement, or pipeline change in either HubSpot or Salesforce.

HubSpot
Triggers & Actions
Trigger

Contact lifecycle stage changes

Trigger when a HubSpot contact moves between lifecycle stages like Subscriber, Lead, MQL, SQL, or Customer.

Trigger

Deal enters pipeline stage

Fire when a deal moves into a specific stage in any HubSpot pipeline or when deal value changes.

Trigger

Form submission received

Trigger on new HubSpot form submissions with complete form field data and source tracking.

Action

Create or update contact

Add new contacts to HubSpot or update existing records with data from Salesforce or other sources.

Action

Update deal properties

Modify deal stage, amount, close date, or custom properties in HubSpot based on Salesforce changes.

Action

Add contact to workflow

Enroll HubSpot contacts in nurture sequences or automated workflows based on Salesforce activity.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changes

Trigger when a Salesforce opportunity moves through pipeline stages or reaches Closed Won/Lost.

Trigger

Lead status updated

Fire when a lead's status changes to Open, Contacted, Qualified, or Converted in Salesforce.

Trigger

Account field modified

Trigger when key account fields like industry, employee count, or ARR are updated in Salesforce.

Action

Create or convert lead

Add new leads to Salesforce or convert existing leads to contacts, accounts, and opportunities.

Action

Update opportunity details

Modify opportunity amount, stage, probability, or close date based on HubSpot deal changes.

Action

Log activity on contact

Add tasks, notes, or activity records to Salesforce contacts based on HubSpot engagement data.

HubSpot
+
Salesforce

Ready to connect your stack?

Stop wrestling with HubSpot-Salesforce sync conflicts and data mismatches. Redbird keeps your marketing and sales CRMs aligned automatically so your teams can focus on revenue, not data reconciliation.

Get started → Book a demo