Connect Oracle DB and
Salesforce with AI

Automatically sync customer records, transactional history, and product data from your enterprise Oracle database into Salesforce. Stop manually exporting CSV files, running nightly batch jobs, or waiting on IT tickets to keep your CRM up to date with the truth in your transactional systems.

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 customer master data from Oracle to Salesforce accounts and contacts

Automatically pull customer records, billing addresses, and hierarchy relationships from Oracle ERP tables into Salesforce Account and Contact objects. Keep CRM aligned with the system of record without manual data entry or scheduled ETL jobs.

Enrich Salesforce opportunities with real-time order and invoice history from Oracle

Surface purchase history, payment terms, and outstanding invoices from Oracle financial tables directly into Salesforce Opportunity records. Give sales reps complete context on customer spending patterns and credit status before they close deals.

Update Oracle customer records when Salesforce account ownership or territory changes

Push account owner, territory assignment, and segmentation changes from Salesforce back to Oracle customer master tables. Ensure downstream billing, fulfillment, and support systems reflect the latest CRM ownership structure.

Alert sales reps when Oracle shows a payment delay or credit hold

Monitor Oracle AR tables for overdue invoices or credit holds and automatically create Salesforce Tasks or update Account fields. Enable proactive outreach before renewals or upsells hit payment roadblocks.

Generate executive revenue reports combining Oracle actuals with Salesforce pipeline

Pull closed order data from Oracle and open opportunity data from Salesforce into unified revenue forecasts and variance reports. Eliminate manual consolidation across systems for board decks and QBRs.

Capture Salesforce closed-won deals and create corresponding customer setups in Oracle

Automatically initiate customer onboarding workflows in Oracle when Salesforce Opportunities reach Closed Won. Trigger account creation, credit checks, and billing setup without manual handoffs between sales ops and finance.

Live in four steps

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

01

Connect your accounts

Authorize Oracle DB and Salesforce 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 Oracle's complex relational schemas and Salesforce's object model, so you can connect enterprise transactional data with CRM records without writing custom integration code.

AI that reads Oracle tables and Salesforce objects like a senior architect

Redbird maps Oracle customer, order, invoice, and product tables to Salesforce Accounts, Contacts, Opportunities, and custom objects automatically. It handles Oracle's partitioned tables, multi-schema structures, and legacy column naming, then translates them into clean Salesforce field updates. No more deciphering cryptic Oracle table joins or building manual field mapping spreadsheets—Redbird sees both systems as they actually work in production.

Oracle table schema inference
Salesforce object relationship mapping
Customer ID matching across systems
Transactional data normalization
10×

faster than building Oracle-to-Salesforce sync with custom middleware or scheduled batch jobs

No SSIS packages, Oracle GoldenGate configs, or Mulesoft connectors required

Auto-generated reports

Redbird can pull from Oracle DB and Salesforce 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 Oracle DB or Salesforce.

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 Oracle DB into Salesforce, or from Salesforce back into Oracle DB. 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 change in your Oracle database or any event in your Salesforce org.

Oracle DB
Triggers & Actions
Trigger

New customer record inserted

Fires when a new row appears in your Oracle customer master table.

Trigger

Order status updated

Triggers when order status changes to shipped, invoiced, or completed in Oracle.

Trigger

Invoice becomes overdue

Detects when an Oracle AR invoice passes its due date without payment.

Action

Query transaction history

Run a SQL query to retrieve order and payment history for a specific customer.

Action

Update customer attribute

Modify fields in Oracle customer tables like segmentation, tier, or status flags.

Action

Insert new sales order

Create a new order record in Oracle from Salesforce opportunity data.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changed

Fires when a Salesforce Opportunity moves to a new stage like Closed Won or Negotiation.

Trigger

Account ownership reassigned

Triggers when the Account Owner field changes in Salesforce.

Trigger

Contact updated or created

Detects new Contacts or changes to Contact fields like email, title, or phone.

Action

Create or update Account

Upsert Salesforce Account records with data from Oracle customer tables.

Action

Add Activity or Task

Log a Task, Event, or Activity Timeline entry to track Oracle-triggered actions.

Action

Update Opportunity custom fields

Write Oracle order history, contract values, or payment terms into Opportunity fields.

Oracle DB
+
Salesforce

Ready to connect your stack?

Stop running manual exports and batch jobs to keep Oracle and Salesforce in sync. Redbird connects your enterprise database to your CRM with AI-powered workflows that understand both systems.

Get started → Book a demo