Sync customer data, campaign engagement, and revenue attribution between your CRM and marketing platform. Stop manually exporting contact lists, copy-pasting campaign metrics, and reconciling purchase data across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Keep Klaviyo audiences up-to-date with lead status, account tier, and opportunity stage from Salesforce. Automatically add new contacts to appropriate email flows based on CRM data. Ensure marketing campaigns target the right accounts at the right lifecycle stage.
Surface email open rates, click behavior, and SMS engagement directly on Salesforce contact and lead records. Attribute revenue from Klaviyo campaigns to specific opportunities. Give sales teams visibility into which prospects are actively engaging with marketing content.
Trigger Salesforce tasks or notifications when contacts from key accounts click specific email links or browse product pages. Route hot leads to account owners based on real-time engagement signals. Bridge the gap between marketing activity and sales follow-up.
Create dynamic email audiences based on deal stage, contract value, renewal date, or account health scores. Send targeted campaigns to upsell contacts at accounts with open opportunities. Automatically segment customers by lifetime value calculated in Salesforce.
Automatically compile campaign performance metrics alongside closed-won opportunity data. Show which email flows and SMS campaigns drive the most pipeline and revenue. Deliver cross-platform reports to revenue ops without manual data pulls or spreadsheet joins.
Automatically remove contacts from marketing flows when leads are disqualified or opportunities close-lost. Pause campaigns for accounts under legal review or contract disputes. Keep email lists clean based on real-time CRM status changes.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Klaviyo 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 understands both Klaviyo's event-based marketing data model and Salesforce's complex object relationships, so you can connect campaign performance to revenue without custom code.
Redbird's AI natively maps Klaviyo profiles, events, metrics, and list memberships to Salesforce leads, contacts, accounts, and opportunities. It understands how campaign engagement flows into lead scoring, how purchase events relate to opportunities, and how to reconcile contact records across both platforms. No need to manually configure field mappings or write transformation logic for complex attribution models.
faster than building custom Klaviyo-Salesforce sync workflows with APIs
Redbird can pull from Klaviyo 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 Klaviyo 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 Klaviyo into Salesforce, or from Salesforce back into Klaviyo. 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 customer event in Klaviyo or any CRM update in Salesforce—Redbird handles the rest.
Trigger when a contact enters a specific Klaviyo list or segment based on behavior or attributes.
Start workflows when campaigns are deployed or when specific contacts engage with email content.
React to e-commerce transactions tracked in Klaviyo from Shopify, Magento, or other platforms.
Add new contacts to Klaviyo or update custom properties with data from Salesforce.
Enroll contacts in automated email sequences or specific audience segments based on CRM triggers.
Automatically exclude contacts from marketing sends based on Salesforce status or account flags.
Start automations when new leads are captured or contacts are added to Salesforce.
Trigger workflows when deals move through pipeline stages or close-won status updates.
React to changes in account tier, health score, renewal date, or custom CRM fields.
Push Klaviyo subscriber data into Salesforce as new leads or update existing contact records.
Record email opens, clicks, and SMS engagement as activities on Salesforce contact timelines.
Alert sales reps with follow-up tasks when contacts show high engagement or conversion signals.
Sync Klaviyo and Salesforce in minutes and start automating customer data flows, campaign attribution, and cross-team workflows without writing code.