Connect Microsoft Teams and
Outreach with AI

Automate the flow between your collaboration hub and sales execution platform. Stop manually copying deal updates into channels, chasing reps for call notes, or switching between systems to track pipeline progress.

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.

Post deal stage changes to dedicated Teams channels automatically

When opportunities progress in Outreach, Redbird AI surfaces updates to the right Teams channel—complete with account context, next steps, and stakeholder mentions. Revenue teams stay aligned without daily stand-up prep or manual status updates.

Sync call recordings and notes from Teams meetings into Outreach activities

Capture Teams meeting recordings, transcripts, and notes, then attach them to the corresponding Outreach prospect or opportunity. Sales ops can analyze conversation quality and reps get full context without switching tabs or copy-pasting.

Alert account teams in Teams when prospects go cold in Outreach

Monitor engagement signals across sequences and touchpoints. When a high-value prospect hasn't responded in X days or exits a sequence, Redbird posts a notification to the account channel with recommended next actions and historical engagement data.

Create Outreach tasks from actionable Teams messages in sales channels

Parse Teams messages for action items, mentions, and follow-up requests, then create corresponding tasks or sequence steps in Outreach. Account executives get a unified task list without manually tracking channel conversations.

Broadcast weekly pipeline summaries from Outreach to executive Teams channels

Redbird aggregates pipeline movement, sequence performance, and at-risk deals from Outreach, then formats and posts rich summaries to leadership channels. Sales leaders get consistent visibility without building reports or scheduling syncs.

Enrich Outreach prospect records with account intelligence from Teams channel discussions

Extract company mentions, pain points, and buying signals discussed in customer-facing Teams channels, then append structured insights to corresponding Outreach prospects. Reps approach outreach with context from customer success, support, and product conversations.

Live in four steps

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

01

Connect your accounts

Authorize Microsoft Teams and Outreach 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 Microsoft Teams' collaboration graph and Outreach's sales execution model—mapping messages, mentions, and meetings to prospects, sequences, and pipeline stages.

AI that reads Teams conversations and Outreach workflows

Redbird maps Teams channels, threads, and adaptive cards to Outreach accounts, opportunities, and sequences. It parses mentions and action items from chat, matches meeting participants to prospect records, and understands stage transitions, engagement scores, and task hierarchies. The platform preserves thread context when creating tasks and structures channel notifications around deal velocity and risk factors.

Teams channel → Outreach account mapping
Meeting transcripts → activity sync
Message parsing → task creation
Pipeline alerts with adaptive cards
10×

faster than exporting Outreach CSVs and posting updates to Teams manually

No webhooks to configure, no middleware scripts, no daily exports

Auto-generated reports

Redbird can pull from Microsoft Teams and Outreach 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 Microsoft Teams or Outreach.

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 Microsoft Teams into Outreach, or from Outreach back into Microsoft Teams. 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 event in Microsoft Teams or Outreach—from new messages to closed deals.

Microsoft Teams
Triggers & Actions
Trigger

New message posted in channel

Fires when a message is posted to a specific Teams channel or contains certain keywords.

Trigger

Meeting scheduled or completed

Triggers when a Teams meeting is created, starts, or ends—with access to participants and metadata.

Trigger

File uploaded to channel or chat

Fires when a document, spreadsheet, or asset is shared in a Teams channel or conversation.

Action

Post message to channel

Send formatted messages with mentions, links, and adaptive cards to specific Teams channels.

Action

Create or update a channel

Programmatically create new Teams channels or update channel descriptions and settings.

Action

Send direct message to user

Deliver one-on-one notifications or alerts to individual team members via Teams chat.

Outreach
Triggers & Actions
Trigger

Opportunity stage changed

Fires when a deal moves between pipeline stages or reaches a specific milestone in Outreach.

Trigger

Prospect replies to sequence

Triggers when a prospect responds to any step in an active Outreach sequence.

Trigger

Call logged or completed

Fires when a sales call is logged in Outreach with disposition, duration, and outcome data.

Action

Create or update prospect

Add new prospects to Outreach or update fields like stage, tags, custom attributes, and owner.

Action

Add prospect to sequence

Enroll prospects into multi-step sequences with custom start steps and personalization tokens.

Action

Create task for rep

Generate follow-up tasks assigned to specific reps with due dates, priority, and context notes.

Microsoft Teams
+
Outreach

Ready to connect your stack?

Sync Microsoft Teams and Outreach in minutes. Redbird AI handles the schema mapping, data transformation, and ongoing sync—so your sales and revenue teams stay aligned without the busywork.

Get started → Book a demo