Connect Jira and Salesforce with AI

Sync engineering work with customer accounts automatically. Stop manually updating tickets when deals close, copying issue statuses into CRM fields, or chasing engineers for customer bug updates. Redbird AI keeps your development pipeline connected to revenue operations in real time.

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.

Auto-create Jira issues from high-value Salesforce opportunities

When enterprise deals reach technical evaluation stage, automatically generate Jira tickets for custom feature requests, integration requirements, or proof-of-concept work. Link issues directly to the opportunity so engineering knows which revenue is at stake. Keep product and sales aligned without Slack threads.

Update Salesforce accounts when critical bugs affect their implementation

When a P0 or P1 bug is logged in Jira, check if it impacts any customer accounts and automatically update the relevant Salesforce records with issue status, severity, and engineer assigned. Sales and CS see engineering progress without asking for updates. Close the loop when bugs ship to production.

Sync feature delivery status to Salesforce opportunity custom fields

Track which committed features are in development, QA, or shipped by syncing Jira epic and sprint data into Salesforce opportunity fields. Account executives see real-time engineering progress on deal-critical features. Automatically notify sales when promised functionality ships.

Alert engineering when closed-won deals require technical onboarding

When an opportunity closes in Salesforce with custom implementation requirements, automatically create a Jira epic with all technical specifications from custom fields, notes, and attachments. Assign to the right team based on product line or integration type. Ensure nothing falls through the cracks post-sale.

Enrich Jira issues with customer ARR and product tier data

Automatically pull account value, subscription tier, and renewal date from Salesforce into Jira issue custom fields. Help engineering prioritize bug fixes and feature requests based on revenue impact. Surface which customers are affected by each issue without searching the CRM.

Generate executive reports linking sprint velocity to pipeline movement

Correlate Jira sprint completion rates, feature delivery dates, and bug resolution time with Salesforce opportunity progression and win rates. Quantify how engineering velocity impacts revenue. Build dashboards showing which features are moving deals forward without stitching data manually.

Live in four steps

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

01

Connect your accounts

Authorize Jira 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 AI understands both Jira's issue hierarchies and sprint structures and Salesforce's complex opportunity, account, and custom field schemas—so your workflows work across both systems without constant mapping.

AI that speaks both engineering and revenue operations

Redbird natively understands Jira issue types, epics, sprints, components, and fix versions alongside Salesforce objects like Opportunities, Accounts, Cases, and custom fields. Map customer-reported bugs to accounts automatically. Link feature requests to pipeline stages. Sync engineering progress into CRM fields that sales actually uses. No need to manually configure field mappings every time your schema changes—Redbird adapts to custom fields, workflow states, and object relationships in both systems.

Jira issue types & epics
Salesforce opportunity stages
Sprint velocity metrics
Custom CRM fields
10×

faster than building custom Jira-Salesforce sync scripts

No middleware configuration, REST API calls, or field mapping spreadsheets

Auto-generated reports

Redbird can pull from Jira 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 Jira 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 Jira into Salesforce, or from Salesforce back into Jira. 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 Jira issue event or Salesforce record change—Redbird connects engineering and revenue operations in both directions.

Jira
Triggers & Actions
Trigger

Issue created or updated

Trigger when any issue is created, status changes, priority shifts, or custom fields are modified.

Trigger

Sprint completed

Fire when a sprint closes with completed, incomplete, or carried-over issues.

Trigger

Bug severity escalated

Detect when an issue priority increases to P0/P1 or specific labels are added.

Action

Create issue with custom fields

Generate new Jira issues with pre-populated descriptions, assignees, components, and custom field values.

Action

Update issue status and fields

Modify issue status, priority, labels, fix versions, or any custom field based on external events.

Action

Add comment with context

Post comments to issues with links to Salesforce records, customer context, or automated analysis.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changed

Trigger when a deal moves between pipeline stages, especially into technical evaluation or closed-won.

Trigger

Account field updated

Fire when key account fields change, like subscription tier, ARR, renewal date, or implementation status.

Trigger

Case escalated or created

Detect new support cases or escalations that require engineering investigation.

Action

Update opportunity custom fields

Write engineering status, feature delivery dates, or technical blockers into opportunity fields.

Action

Create or update account records

Sync technical implementation details, bug status, or feature usage data to account custom fields.

Action

Log activity with engineering context

Post activity timeline entries linking to Jira issues, sprint progress, or release notes.

Jira
+
Salesforce

Ready to connect your stack?

See how Redbird AI syncs Jira and Salesforce in minutes—no custom API work, no fragile scripts. Connect engineering delivery to revenue operations automatically.

Get started → Book a demo