Redbird AI syncs Meta Ads campaigns, conversions, and audience data directly into Salesforce — no more manual CSV exports, spreadsheet attribution modeling, or guessing which ads drive pipeline. Automate lead capture, revenue tracking, and closed-loop reporting between your ads and CRM.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Capture lead form submissions from Facebook and Instagram ads and instantly create Salesforce Lead records with campaign source, ad set, and UTM data. Enrich each lead with Meta audience attributes and form responses. Route to the right sales rep based on ad targeting and geography.
When opportunities reach specific stages or close as won, send conversion events back to Meta Ads via the Conversions API. Track actual revenue, deal size, and sales cycle length to optimize campaigns for pipeline, not just clicks. Build custom audiences from closed deals for lookalike targeting.
Append ad-level metrics—click-through rate, video watch time, engagement score—to Lead and Contact records. Surface which creative, placement, and messaging drove each prospect. Give sales teams context on what resonated before the first call.
Automatically analyze which campaigns, ad sets, and creatives correlate with opportunities that progress to closed-won. Build custom reports that connect ad spend to pipeline value and revenue. Deliver attribution dashboards to marketing and sales leadership every Monday morning.
Sync Salesforce lists—high-value accounts, churned customers, engaged prospects—directly to Meta as custom audiences for targeting or exclusion. Update audiences daily based on CRM changes. Build lookalikes from your best customers without manual exports.
When a lead arrives from a campaign with above-average spend or strategic targeting, notify the assigned Salesforce owner immediately. Include campaign creative, audience definition, and recent engagement metrics. Prioritize follow-up for leads from your most invested campaigns.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Meta Ads 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 AI understands the schema and structure of both Meta Ads campaign data and Salesforce CRM objects, so you can sync leads, conversions, and attribution without custom API code.
Redbird reads Meta Ads campaign structures—campaigns, ad sets, ads, placements—and maps them to Salesforce Campaign Members, Lead Sources, and custom UTM fields. It understands conversion events, offline event sets, and the Conversions API, matching them to Opportunity stages and revenue data. The AI handles schema differences between Meta's nested ad hierarchy and Salesforce's relational objects, so you don't build brittle field mappings that break when either platform changes.
faster attribution reporting than exporting Meta CSVs and matching to Salesforce exports in spreadsheets
Redbird can pull from Meta Ads 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 Meta Ads 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 Meta Ads into Salesforce, or from Salesforce back into Meta Ads. 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 workflows from any event in Meta Ads or Salesforce—from new lead form submissions to opportunity stage changes—and take action across both platforms.
Triggers when a user submits a lead ad form on Facebook or Instagram.
Triggers when a campaign's spend, ROAS, or conversion rate crosses a defined threshold.
Triggers when an ad set is paused, activated, or budget is modified.
Posts a server-side conversion event to Meta to track offline or CRM-based outcomes.
Adds or removes users from a Meta custom audience based on CRM data.
Automatically pauses ad sets that fall below performance benchmarks.
Triggers when a new Lead record is created in Salesforce.
Triggers when an Opportunity moves to a new stage, such as Qualified or Closed Won.
Triggers when a Contact or Lead is added as a Campaign Member.
Creates a new Lead or updates existing Lead fields with campaign and ad data.
Associates a Contact or Lead with a Salesforce Campaign for source tracking.
Writes Meta campaign attribution data to custom Opportunity fields for reporting.
Sync Meta Ads and Salesforce in minutes and start automating lead capture, conversion tracking, and closed-loop attribution. Redbird handles the schema mapping so you can focus on optimizing campaigns that drive real pipeline.