Connect Microsoft Teams and
Salesloft with AI

Redbird AI syncs engagement data, prospect activity, and pipeline alerts between Microsoft Teams and Salesloft automatically. Stop manually sharing deal updates, copying cadence performance into Slack channels, or chasing reps for activity summaries—let AI route the right sales intelligence to the right teams in real time.

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 new high-priority prospect replies to designated sales Teams channels

When a target account responds to a Salesloft cadence, Redbird instantly posts the reply details and engagement history to the relevant account channel in Microsoft Teams. Sales leadership and account teams stay informed without monitoring Salesloft dashboards. Context includes reply sentiment, previous touchpoints, and suggested next steps.

Sync weekly cadence performance reports to sales manager Teams channels

Automatically generate and post weekly summaries of cadence metrics—response rates, call connects, meeting bookings—from Salesloft into manager-specific Teams channels. Redbird formats performance data by rep, cadence type, and conversion metrics. Eliminates manual report compilation and ensures consistent coaching visibility.

Alert Teams when key accounts enter new pipeline stages in Salesloft

Monitor opportunity stage changes in Salesloft and trigger targeted notifications to cross-functional Teams channels when strategic accounts progress. Redbird identifies which teams need visibility—CSM, product, legal—and routes stage-specific context automatically. Keeps go-to-market teams aligned without email chains.

Capture and log prospect questions from Teams chats into Salesloft records

When reps discuss prospect objections or questions in Microsoft Teams conversations, Redbird extracts relevant intelligence and appends it to the corresponding Salesloft person or account record. Ensures competitive intel, technical questions, and buying signals captured in internal chats enrich engagement context. Works across public channels and private DMs.

Create Salesloft tasks from action items mentioned in Teams meeting notes

Parse Microsoft Teams meeting transcripts and channel posts for follow-up commitments, then automatically create corresponding tasks in Salesloft assigned to the right reps. Redbird identifies prospect names, deadlines, and action types from natural language. Prevents follow-up tasks from slipping through communication cracks.

Enrich Salesloft person records with context from Teams account discussions

Analyze Microsoft Teams channel conversations about target accounts and automatically append relationship notes, stakeholder insights, and partnership history to Salesloft person records. Redbird surfaces who knows whom, past engagement context, and internal champion relationships. Gives reps complete account intelligence before outreach.

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 Salesloft 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 Microsoft Teams conversation structures, channel hierarchies, and @mentions alongside Salesloft's cadence frameworks, engagement scoring models, and account relationship graphs.

AI that speaks Teams collaboration and Salesloft engagement data

Redbird maps Microsoft Teams message threads, reactions, and file attachments to Salesloft person records, opportunity stages, and activity timelines without custom field mapping. The platform understands Salesloft's multi-touch cadence logic, disposition codes, and sentiment tagging—then translates that into actionable Teams notifications with full context. When a prospect moves through your sales motion, Redbird knows which Teams channels need visibility, what historical engagement matters, and how to format alerts for immediate action.

Teams channel & thread mapping
Salesloft cadence & stage recognition
Engagement scoring context
Account hierarchy intelligence
10×

faster than building Teams webhooks and Salesloft API integrations for each workflow

No custom bots, middleware services, or IT-managed integration platforms required

Auto-generated reports

Redbird can pull from Microsoft Teams and Salesloft 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 Salesloft.

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 Salesloft, or from Salesloft 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 conversation in Microsoft Teams or engagement event in Salesloft—Redbird handles the context and routing.

Microsoft Teams
Triggers & Actions
Trigger

Message posted to channel

Trigger when a new message appears in a specific Teams channel or across monitored channels.

Trigger

Meeting scheduled or completed

Detect when Teams meetings are booked or ended, including transcript availability.

Trigger

@mention of specific user or keyword

Monitor for mentions of account names, rep names, or custom keywords in conversations.

Action

Post formatted message to channel

Send structured updates with data tables, links, and adaptive cards to designated channels.

Action

Send direct message to user

Deliver personalized alerts or summaries to individual reps via Teams DM.

Action

Create or update channel tab

Add or refresh embedded dashboards and reports visible in Teams channel tabs.

Salesloft
Triggers & Actions
Trigger

Prospect replies to cadence email

Fire when a target contact responds to any email step in an active Salesloft cadence.

Trigger

Call disposition logged

Trigger on completed calls with specific outcomes like 'interested', 'demo scheduled', or 'not now'.

Trigger

Opportunity stage changes

Detect when deals progress to new stages or return to earlier pipeline phases in Salesloft.

Action

Add person to cadence

Enroll prospects into specific multi-touch sequences based on Teams conversation triggers.

Action

Create or update task for rep

Assign follow-up actions in Salesloft with context, due dates, and priority from Teams activity.

Action

Log custom activity or note

Append conversation summaries, intel, or relationship context to Salesloft person timelines.

Microsoft Teams
+
Salesloft

Ready to connect your stack?

Redbird AI connects Microsoft Teams and Salesloft in minutes, not sprints. Start automating sales intelligence workflows without custom code or integration overhead.

Get started → Book a demo