Automate the flow of prospect intelligence, account research, and sales signals from LinkedIn Sales Navigator into your SharePoint knowledge base. Stop manually copying prospect profiles, downloading search results to spreadsheets, or losing critical buyer insights in Slack threads.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture full prospect and account profiles from Sales Navigator into structured SharePoint libraries. Every saved lead creates a formatted document with contact details, company intel, and relationship history. Sales teams access complete research without switching tools.
Stream account activity alerts, job changes, funding announcements, and growth signals from Sales Navigator into dedicated SharePoint folders organized by territory or vertical. Transform ephemeral alerts into persistent institutional knowledge. Enable account planning teams to reference historical signal data.
Pull prospect lists from Sales Navigator searches and compile them into formatted SharePoint reports with company profiles, contact hierarchies, and engagement history. Automatically distribute to sales leadership and account teams. Replace manual list exports and spreadsheet formatting.
Consolidate contact lists from multiple Sales Navigator users into master SharePoint libraries organized by account, vertical, or buying committee role. Maintain version control as reps update their lists. Give account teams a single source of truth for target contacts.
Monitor SharePoint libraries for new account research, competitive intelligence, or territory planning documents. Trigger Sales Navigator notifications or create saved lists based on accounts mentioned in new SharePoint content. Connect institutional knowledge back to prospecting workflows.
Pull case studies, one-pagers, and approved messaging from SharePoint libraries based on prospect industry or role. Automatically append relevant content links to Sales Navigator lead notes. Give reps instant access to the right materials for each conversation.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize LinkedIn Sales Navigator and SharePoint 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 LinkedIn Sales Navigator's prospect and account schemas alongside SharePoint's document libraries, metadata taxonomies, and content types — no configuration required.
Redbird natively parses Sales Navigator's lead objects, account hierarchies, relationship data, and activity signals. It maps these to SharePoint's site collections, document libraries, content types, and managed metadata. The platform understands how to structure prospect profiles as SharePoint documents, route signals to the right libraries, and maintain folder taxonomies that mirror sales territories or account segmentation. You get intelligent archiving that preserves context and makes research discoverable.
faster than exporting Sales Navigator lists and manually uploading to SharePoint
Redbird can pull from LinkedIn Sales Navigator and SharePoint 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 LinkedIn Sales Navigator or SharePoint.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from LinkedIn Sales Navigator into SharePoint, or from SharePoint back into LinkedIn Sales Navigator. 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 prospect activity in Sales Navigator or document event in SharePoint — Redbird handles the rest.
Fires when a sales rep saves a new prospect to any Sales Navigator lead list.
Triggers on job changes, funding news, company growth signals, or other account-level alerts.
Fires when a saved lead or account search returns new results matching criteria.
Append text, links, or formatted content to a prospect's Sales Navigator notes section.
Programmatically add prospects to existing lists or create new lists based on external data.
Apply custom tags or categories to account records for segmentation and reporting.
Fires when a new file is added to a specific SharePoint document library or folder.
Triggers when managed metadata fields, tags, or custom properties change on existing documents.
Fires when a document approval or review process reaches completion in SharePoint.
Generate a new document in a specified library with formatted content and metadata tags.
Modify managed metadata, custom columns, or document properties on existing SharePoint files.
Programmatically create nested folder hierarchies with naming conventions and permissions.
Sync LinkedIn Sales Navigator with SharePoint in minutes. Turn prospect intelligence into institutional knowledge that drives revenue.