Connect Marketo and
Power BI with AI

Redbird AI syncs your Marketo campaign data, lead activity, and program performance directly into Power BI dashboards. Stop exporting CSVs and manually updating reports — get real-time marketing analytics that update automatically.

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.

Sync Marketo program performance data to Power BI dashboards in real-time

Automatically flow program membership, success metrics, and cost data from Marketo into Power BI datasets. Redbird keeps your executive dashboards current with the latest campaign performance without manual exports. Track MQLs, pipeline, and ROI across all programs in one view.

Build automated lead lifecycle and funnel conversion reports from Marketo data

Pull lead status changes, lifecycle stage transitions, and scoring history from Marketo into Power BI for visual funnel analysis. Redbird structures the data for time-based cohort analysis and conversion tracking. See exactly where leads stall and which campaigns move them forward.

Create real-time email and nurture campaign performance dashboards

Stream email sends, opens, clicks, and unsubscribes from Marketo into Power BI for campaign analytics. Redbird aggregates engagement metrics by program, audience segment, and time period. Compare campaign performance and identify top-performing content automatically.

Sync Marketo revenue attribution data to unified pipeline reporting views

Connect Marketo's first-touch, last-touch, and multi-touch attribution models to Power BI for revenue analytics. Redbird brings opportunity influence, pipeline contribution, and closed-won attribution into your executive reports. Prove marketing impact with data that updates daily.

Automate weekly marketing KPI reports combining Marketo and CRM data

Redbird pulls Marketo campaign data alongside Salesforce or other CRM metrics to build comprehensive marketing performance reports in Power BI. Automatically calculate metrics like cost per MQL, pipeline velocity, and marketing-sourced revenue. Share one source of truth across the revenue team.

Archive historical Marketo activity data for long-term trend analysis

Continuously sync lead activities, email engagement, and program history from Marketo to Power BI datasets for historical reporting. Redbird preserves data beyond Marketo's activity retention limits. Analyze year-over-year trends and seasonal patterns across your entire marketing history.

Live in four steps

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

01

Connect your accounts

Authorize Marketo and Power BI 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 Marketo's program structure, lead scoring models, and activity schemas — and how to transform them into Power BI-ready datasets with the right relationships and measures.

AI that speaks Marketo and Power BI natively

Redbird maps Marketo's complex program membership hierarchies, custom lead fields, and activity types into normalized Power BI tables automatically. It understands how to join lead data with program performance, preserve attribution touchpoints, and structure engagement history for time-based analysis. No need to write DAX formulas or design data models — Redbird builds analytics-ready datasets that connect program spend to pipeline outcomes, with the right grain and relationships for your dashboards.

Program & campaign hierarchies
Lead scoring & lifecycle stages
Email & engagement activities
Revenue attribution models
10×

faster than exporting Marketo data and building Power BI models manually

No CSV exports, no data transformation scripts, no manual schema mapping

Auto-generated reports

Redbird can pull from Marketo and Power BI 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 Marketo or Power BI.

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 Marketo into Power BI, or from Power BI back into Marketo. 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 Marketo campaign event or Power BI refresh — Redbird connects the entire marketing analytics workflow.

Marketo
Triggers & Actions
Trigger

Program status changes

Trigger when a Marketo program member reaches a specific status like 'Registered' or 'Attended'.

Trigger

Lead score threshold reached

Trigger when a lead's behavior or demographic score crosses a defined threshold in Marketo.

Trigger

Email campaign delivered

Trigger when a Marketo email program completes sending or reaches specific engagement benchmarks.

Action

Update program membership

Add or update member status in Marketo programs based on external data or analytics insights.

Action

Create or update lead fields

Write data back to Marketo lead records from analytics-driven segmentation or scoring models.

Action

Tag programs with metadata

Automatically add tags or update program attributes in Marketo for consistent reporting hierarchies.

Power BI
Triggers & Actions
Trigger

Dataset refresh completed

Trigger when a Power BI dataset finishes refreshing with the latest data from connected sources.

Trigger

Threshold alert triggered

Trigger when a Power BI report metric crosses a defined threshold like pipeline drop or low engagement.

Trigger

Report accessed or exported

Trigger when specific Power BI reports are viewed or exported by users in your organization.

Action

Update dataset tables

Push new rows or update existing records in Power BI datasets from Marketo or other sources.

Action

Refresh specific datasets

Trigger on-demand dataset refreshes in Power BI when new Marketo campaign data becomes available.

Action

Create calculated measures

Automatically add or update DAX measures in Power BI based on new Marketo fields or reporting needs.

Marketo
+
Power BI

Ready to connect your stack?

See how Redbird AI syncs Marketo campaign data to Power BI dashboards automatically. Stop building reports manually and start with real-time marketing analytics that just work.

Get started → Book a demo