Connect LinkedIn Sales Navigator and
Microsoft Teams with AI

Automate the flow of prospect intelligence from LinkedIn Sales Navigator directly into Microsoft Teams. Stop manually copying buyer signals, job changes, and account updates into chat. Redbird AI syncs sales intelligence where your team actually collaborates.

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.

Post new Sales Navigator lead activity to dedicated Teams channels

When tracked leads engage with content, change jobs, or trigger other buying signals in Sales Navigator, automatically post formatted updates to the relevant Teams channel. Sales teams stay informed without constantly checking Sales Navigator dashboards.

Send account growth signals and news alerts to account team channels

Monitor target accounts in Sales Navigator for funding rounds, leadership changes, expansion news, and other growth signals. Automatically route relevant alerts to dedicated Microsoft Teams channels for each strategic account or territory.

Sync saved lead lists from Sales Navigator to Teams as searchable databases

Automatically export and update Sales Navigator lead lists into Microsoft Teams using Redbird's structured data handling. Teams can search, filter, and reference prospect information directly in Teams without switching contexts or requesting CRM access.

Create Sales Navigator lead saves from Teams mentions and conversations

When prospects or target companies are mentioned in Microsoft Teams conversations, automatically add them to the appropriate Sales Navigator lead or account list. Ensures no opportunity mentioned in team discussions falls through the cracks.

Generate daily prospecting digest messages from Sales Navigator activity

Aggregate all new leads, account changes, and buying signals from Sales Navigator each morning and post structured digest messages to sales team channels in Microsoft Teams. Replace manual status updates with automated intelligence summaries.

Enrich Teams contact mentions with Sales Navigator profile data

When team members reference prospects or accounts in Microsoft Teams, automatically pull and append relevant Sales Navigator data like job title, company size, recent activity, and relationship insights. Brings context directly into collaboration workflows.

Live in four steps

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

01

Connect your accounts

Authorize LinkedIn Sales Navigator and Microsoft Teams 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 LinkedIn Sales Navigator's relationship intelligence model and Microsoft Teams' collaboration structure to route the right signals to the right channels.

Native understanding of Sales Navigator schemas and Teams channel architecture

Redbird maps Sales Navigator lead objects, account hierarchies, saved search results, and activity signals to Microsoft Teams channels, adaptive cards, and threaded conversations. The AI handles Sales Navigator's relationship data structures, buying signal taxonomies, and activity feeds while formatting them into Teams-native message formats, mentions, and searchable posts. No middleware required to translate prospect intelligence into actionable team notifications.

Lead & account object mapping
Buying signal classification
Channel routing logic
Adaptive card formatting
10×

faster than manually sharing Sales Navigator insights in Teams

No screenshots, copy-paste, or daily status meeting updates required

Auto-generated reports

Redbird can pull from LinkedIn Sales Navigator and Microsoft Teams 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 LinkedIn Sales Navigator or Microsoft Teams.

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 LinkedIn Sales Navigator into Microsoft Teams, or from Microsoft Teams back into LinkedIn Sales Navigator. 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 Sales Navigator signal or Teams event and take action across both platforms.

LinkedIn Sales Navigator
Triggers & Actions
Trigger

New lead saved to list

Fires when a prospect is added to any Sales Navigator lead list or saved search.

Trigger

Lead activity detected

Triggers when tracked leads engage with content, post updates, or show other buying signals.

Trigger

Account news or signal

Fires when tracked accounts have job postings, funding news, leadership changes, or growth indicators.

Action

Save lead to list

Add a prospect to a specific Sales Navigator lead list based on Teams activity or mentions.

Action

Update lead notes

Append notes or context to a Sales Navigator lead profile from Teams conversations.

Action

Tag account or lead

Apply custom tags or categorization to Sales Navigator records based on workflow logic.

Microsoft Teams
Triggers & Actions
Trigger

Message posted in channel

Fires when new messages are posted to specific Teams channels or threads.

Trigger

User or company mentioned

Triggers when specific prospect names, company names, or keywords appear in Teams conversations.

Trigger

Meeting scheduled or completed

Fires when calendar events with prospects are created or finished in Teams calendar.

Action

Post message to channel

Send formatted Sales Navigator intelligence, alerts, or digests to designated Teams channels.

Action

Send adaptive card

Create rich, interactive cards in Teams with Sales Navigator data and action buttons.

Action

Update channel description

Sync account metadata or prospect status into Teams channel descriptions for quick reference.

LinkedIn Sales Navigator
+
Microsoft Teams

Ready to connect your stack?

Bring LinkedIn Sales Navigator intelligence into Microsoft Teams automatically. Redbird AI handles the integration so your sales team gets buyer signals where they actually work.

Get started → Book a demo