Redbird AI automatically syncs email communications, logs activities to the right records, and keeps contact data current between Outlook and Salesforce. Stop manually copying emails into CRM or chasing reps to update activity history.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically capture inbound and outbound emails from Outlook and log them to the correct Salesforce records based on email address, domain, or thread context. Keep complete communication history without manual logging or browser plugins.
Bi-directionally sync contact information between Outlook and Salesforce, updating phone numbers, titles, and company details automatically. Ensure sales reps always have current contact data in both systems without duplicate entry.
Automatically generate Salesforce tasks when emails are flagged, moved to specific folders, or assigned categories in Outlook. Surface follow-up actions in CRM workflow views without manual task creation.
Trigger calendar invites to internal stakeholders or external contacts when deals move to key pipeline stages like demo scheduled, contract negotiation, or closing. Coordinate handoffs and critical meetings automatically based on CRM state changes.
Monitor email communication frequency in Outlook and send alerts to Salesforce account owners when key accounts haven't been contacted in defined timeframes. Prevent relationship gaps and identify at-risk accounts before they churn.
Analyze Outlook email threads to capture engagement metrics like response time, email volume, and communication cadence, then write these insights back to custom fields in Salesforce. Give sales and CS teams behavioral context beyond static contact data.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outlook 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 understands both Outlook's email metadata and threading structure and Salesforce's object relationships across leads, contacts, accounts, and opportunities.
Redbird's AI understands Outlook's conversation threads, participant lists, and Exchange metadata alongside Salesforce's account hierarchies, contact roles, and opportunity relationships. It automatically matches emails to the right CRM records using domain matching, email addresses, and contextual signals—not just simple field mapping. The system learns your team's logging patterns and suggests improvements to activity capture rules over time.
faster than manual email logging or Salesforce Inbox browser extensions
Redbird can pull from Outlook 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 Outlook 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 Outlook into Salesforce, or from Salesforce back into Outlook. 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 email event in Outlook or any record change in Salesforce—then take action across both platforms.
Triggers when a new email arrives in a specific folder or from a specific domain or contact.
Triggers when an email is sent to external contacts or specific account domains.
Triggers when a calendar event is created or updated with external attendees.
Compose and send an email from a specific mailbox or shared inbox.
Schedule a meeting or block time on a user's or shared calendar.
Create or update contact records in Outlook with new phone numbers, titles, or custom fields.
Triggers when an opportunity moves to a new stage in the sales pipeline.
Triggers when a lead is qualified, converted, or marked as unresponsive.
Triggers when account ownership changes or territory assignments are updated.
Add new contacts or update existing records with current email addresses and phone numbers.
Create activity records tied to leads, contacts, accounts, or opportunities with custom fields.
Generate follow-up tasks for account owners with due dates and priority levels.
Stop manual email logging and keep Salesforce activity history complete. Redbird AI connects Outlook and Salesforce with intelligent automation that understands your CRM structure.