Redbird AI syncs analytics insights between Looker and Salesforce automatically. Stop manually exporting reports, copy-pasting metrics into accounts, or rebuilding dashboards when data models change. Keep your CRM enriched with live business intelligence.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push calculated health scores, churn risk indicators, and engagement metrics from your Looker models directly into Salesforce Account fields. Sales teams see live analytics context without leaving the CRM. Update cadence adjusts based on score volatility.
When high-value opportunities move to negotiation or commit stages, automatically generate personalized Looker dashboards showing usage analytics, product adoption trends, and expansion signals. Link dashboards back to the opportunity record for instant access during deal reviews.
Monitor product usage, feature adoption, and consumption patterns in Looker. When AI detects expansion signals—like approaching tier limits or consistent feature overuse—create tasks and alerts in Salesforce for the account owner with context and recommended talking points.
When new leads are created or qualified in Salesforce, pull engagement scores, content consumption patterns, and product interest signals from your Looker data models. Append this intelligence to lead records so SDRs personalize outreach based on actual behavior, not just firmographics.
Build weekly executive reports that blend Salesforce opportunity data with customer health metrics, product usage trends, and retention analytics from Looker. Redbird handles the joins across systems, applies LookML logic, and delivers unified reporting that shows sales performance alongside actual customer outcomes.
When sales ops adds new fields to Salesforce objects or creates custom objects for territories or partnerships, automatically reflect those schema changes in relevant Looker explores. Keep your semantic layer in sync with CRM structure without manual LookML updates.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Looker 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 Looker's LookML semantic layer and Salesforce's object model, so you can connect centralized metrics to revenue operations without custom code.
Redbird reads your Looker explores, dimensions, measures, and derived tables to understand how your business metrics are defined. It also maps Salesforce standard and custom objects, fields, and relationships. When you connect them, Redbird knows which Looker metrics belong on which Salesforce records—matching accounts to customer_id dimensions, opportunities to deal metrics, and leads to engagement scores. The AI handles type conversions, handles null states, and respects both systems' governance rules automatically.
faster than building custom Looker actions or Salesforce API integrations
Redbird can pull from Looker 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 Looker 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 Looker into Salesforce, or from Salesforce back into Looker. 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 event in Looker or Salesforce—scheduled reports, threshold alerts, record changes, or pipeline updates.
Trigger workflows when any Looker scheduled report or dashboard finishes running, with full access to query results and dimension values.
Monitor any measure or derived table value in Looker and trigger actions when it crosses defined boundaries or anomaly ranges.
Run custom Looker queries on a schedule or event basis and use result sets to drive downstream automation logic.
Programmatically generate new Looker reports or modify existing Looks with updated filters, dimensions, or visualization settings.
Write data back to underlying database tables that power Looker explores, maintaining semantic layer consistency.
Deliver personalized Looker dashboards to specific users or groups based on their role, territory, or external triggers.
Trigger workflows when deals move between pipeline stages, reach specific milestones, or hit close date thresholds.
Monitor changes to account records—custom fields, ownership, health scores, or renewal dates—and react in real time.
Detect when leads meet qualification criteria or transition from MQL to SQL status for immediate enrichment or routing.
Write analytics metrics, calculated scores, or aggregated usage data directly into Salesforce account custom fields.
Generate follow-up tasks for account owners with context from analytics—complete with due dates, priorities, and data-driven talking points.
Automatically associate contacts with opportunities based on product usage patterns, engagement signals, or influence metrics from your data warehouse.
See how Redbird syncs Looker analytics and Salesforce CRM data in minutes. Connect your tools and start automating the reports and enrichment workflows your teams actually need.