Connect LinkedIn Sales Navigator and
Salesforce with AI

Redbird AI automates the flow between LinkedIn Sales Navigator and Salesforce so your reps stop manually copying prospect data, updating lead records with LinkedIn signals, and chasing down activity sync errors. Keep your CRM accurate without the busywork.

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-sync new Sales Navigator leads to Salesforce as contacts and attach to accounts

When sales reps save leads in LinkedIn Sales Navigator, Redbird instantly creates or updates the contact record in Salesforce, matches them to the correct account, and populates fields with LinkedIn profile data. No more copying job titles, company names, and emails between systems.

Enrich Salesforce leads with Sales Navigator buyer signals and activity updates

Redbird monitors job changes, company news, posts, and engagement signals from Sales Navigator and writes them directly to custom fields or activity timelines in Salesforce. Sales teams see what prospects are doing without leaving the CRM.

Push high-priority Salesforce opportunities back to Sales Navigator saved lead lists

When opportunities hit certain stages or criteria in Salesforce, Redbird automatically adds those contacts to targeted Sales Navigator lists for coordinated outreach. Keeps prospecting lists aligned with pipeline priorities.

Alert reps in Salesforce when Sales Navigator tracks job change or growth signals

Redbird captures alerts from Sales Navigator about job changes, company expansions, funding rounds, or other buying signals and creates tasks or notifications in Salesforce tied to the right account. Reps act on warm signals immediately.

Sync Sales Navigator account lists with Salesforce account hierarchies for territory planning

Redbird maps saved account lists from Sales Navigator to Salesforce account records, matching corporate hierarchies and ownership assignments. Territory managers see which accounts are being actively prospected and by whom.

Generate weekly pipeline reports showing Sales Navigator engagement by Salesforce opportunity stage

Redbird joins Sales Navigator activity data with Salesforce opportunity records to show how LinkedIn prospecting correlates with pipeline movement. Sales leaders get visibility into which prospecting motions actually convert.

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 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 LinkedIn Sales Navigator's prospect intelligence model and Salesforce's CRM data structure, so your automations handle matching, deduplication, and field mapping automatically.

AI that reads Sales Navigator profiles and writes clean Salesforce records

Redbird parses unstructured LinkedIn profile data—job titles, company info, seniority signals—and maps it intelligently to Salesforce standard and custom fields. It handles account matching across naming variations, deduplicates contacts, maintains relationship hierarchies, and knows when to update versus create records. Your CRM stays clean even when pulling data from thousands of LinkedIn profiles.

Contact-to-account matching
Job title normalization
Activity timeline sync
Signal-to-field mapping
10×

faster than manual lead transfers from Sales Navigator to Salesforce

No CSV exports, copy-paste workflows, or native connector limitations

Auto-generated reports

Redbird can pull from LinkedIn Sales Navigator 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 LinkedIn Sales Navigator 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 LinkedIn Sales Navigator into Salesforce, or from Salesforce 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 prospect event in LinkedIn Sales Navigator or any CRM change in Salesforce.

LinkedIn Sales Navigator
Triggers & Actions
Trigger

Lead saved to Sales Navigator

Fires when a sales rep saves a new lead or prospect profile in Sales Navigator.

Trigger

Account added to account list

Triggers when a target account is added to a Sales Navigator saved account list.

Trigger

Job change alert received

Fires when Sales Navigator detects a saved lead has changed jobs or been promoted.

Action

Add lead to saved lead list

Programmatically adds a LinkedIn profile to a specific Sales Navigator lead list.

Action

Tag account with custom label

Applies custom tags or notes to Sales Navigator account records for segmentation.

Action

Create activity note on lead profile

Writes a timestamped note or activity log entry to a Sales Navigator lead record.

Salesforce
Triggers & Actions
Trigger

Lead status changed

Fires when a Salesforce lead moves to a new status like Qualified, Contacted, or Converted.

Trigger

Opportunity stage updated

Triggers when an opportunity advances or regresses through pipeline stages in Salesforce.

Trigger

Account owner reassigned

Fires when account ownership changes due to territory reassignment or rep turnover.

Action

Create or update contact record

Adds a new contact to Salesforce or updates existing fields with fresh data.

Action

Create task assigned to account owner

Generates a task in Salesforce and assigns it to the relevant account or opportunity owner.

Action

Update custom fields on lead or account

Writes data to specific custom fields on Salesforce lead, contact, or account objects.

LinkedIn Sales Navigator
+
Salesforce

Ready to connect your stack?

Sync LinkedIn Sales Navigator with Salesforce and eliminate manual prospecting admin. Redbird AI keeps your CRM enriched with the latest buyer signals and prospect intelligence.

Get started → Book a demo