Connect Outlook and
Salesforce Commerce Cloud with AI

Sync customer communications with your commerce platform automatically. Stop manually forwarding order emails, copying customer inquiries into Commerce Cloud, or piecing together customer interaction history across 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.

Log customer email conversations automatically to Commerce Cloud shopper profiles

Every customer email in Outlook syncs to the corresponding shopper record in Commerce Cloud. Your commerce team sees full communication history alongside order data and browsing behavior. No more context-switching between email and your e-commerce platform.

Send Outlook calendar invites for VIP customer consultations when high-value orders placed

When a customer places an order above your threshold, Redbird creates a calendar appointment for your sales team to follow up. The invite includes order details, customer lifetime value, and product recommendations. White-glove service at scale.

Alert account managers via Outlook when assigned customers abandon high-value carts

Commerce Cloud cart abandonment events trigger personalized email alerts to the right team member. Messages include cart contents, customer purchase history, and recommended talking points. Your team can reach out while interest is still warm.

Create Commerce Cloud customer service cases from flagged Outlook support emails

When support emails are flagged or categorized, Redbird automatically creates cases in Commerce Cloud with full email thread context. Product issues, shipping complaints, and refund requests are tracked alongside order data. Nothing falls through the cracks.

Enrich Outlook contacts with Commerce Cloud purchase history and lifetime value data

Contact records in Outlook update automatically with shopping behavior from Commerce Cloud. Your team sees what each customer has purchased, their average order value, and product preferences before every call or email. Better conversations, informed by commerce data.

Generate weekly Commerce Cloud performance reports and email to stakeholders via Outlook

Redbird pulls sales metrics, conversion rates, and product performance from Commerce Cloud and compiles formatted reports. Stakeholders receive them on schedule via Outlook with AI-generated insights and trend analysis. Consistent reporting without manual data pulls.

Live in four steps

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

01

Connect your accounts

Authorize Outlook and Salesforce Commerce Cloud 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 understands both Microsoft 365 communication patterns and Salesforce Commerce Cloud's shopper and order data structures, so your customer interactions and commerce operations stay synchronized.

AI that understands email context and commerce schemas

Redbird maps Outlook message properties, contact fields, and calendar events to Commerce Cloud shopper profiles, order objects, and case structures. The AI recognizes customer identifiers across systems, matches email threads to orders, and understands which contact fields correspond to commerce attributes. You connect systems once; Redbird handles the schema complexity and keeps customer communication history linked to commerce activity.

Email-to-shopper matching
Order status sync
Contact-to-customer linking
Case creation from threads
10×

faster than building custom middleware between Microsoft 365 and Commerce Cloud

No custom API integrations, Power Automate flows with Commerce Cloud connectors, or manual data entry between email and your storefront platform

Auto-generated reports

Redbird can pull from Outlook and Salesforce Commerce Cloud 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 Outlook or Salesforce Commerce Cloud.

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 Outlook into Salesforce Commerce Cloud, or from Salesforce Commerce Cloud back into Outlook. 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 Outlook or Salesforce Commerce Cloud and take action in either system instantly.

Outlook
Triggers & Actions
Trigger

Email received

Trigger when a new email arrives in a specific folder, from a particular sender, or matching content filters.

Trigger

Email flagged or categorized

Trigger when a message is flagged for follow-up or assigned to a specific category by team members.

Trigger

Calendar event created

Trigger when a new meeting or appointment is added to a calendar, with attendee and subject filters.

Action

Send email

Send a formatted email from a specific account with dynamic content, attachments, and recipients.

Action

Create calendar event

Add appointments to team calendars with attendees, location, and custom fields from commerce data.

Action

Update contact

Modify contact records with commerce data like purchase history, customer tier, or lifetime value.

Salesforce Commerce Cloud
Triggers & Actions
Trigger

Order placed

Trigger when a new order is created, optionally filtered by order value, product type, or customer segment.

Trigger

Cart abandoned

Trigger when a shopper leaves items in cart without completing purchase, with value and time thresholds.

Trigger

Customer registered

Trigger when a new shopper account is created on your storefront with profile and preference data.

Action

Create customer case

Generate service cases in Commerce Cloud with email thread history and customer context attached.

Action

Update shopper profile

Modify customer records with communication preferences, notes from emails, or contact information updates.

Action

Add order note

Append notes to order records with email conversation context or team member follow-up details.

Outlook
+
Salesforce Commerce Cloud

Ready to connect your stack?

Connect Outlook and Salesforce Commerce Cloud to sync customer communications with your commerce platform. Stop manually updating customer records and let Redbird handle the data work.

Get started → Book a demo