Connect Outreach and
Power BI with AI

Redbird AI syncs your sales execution data from Outreach directly into Power BI dashboards and reports. Stop manually exporting CSV files, reconciling activity metrics, and rebuilding pipeline reports every week. Get real-time visibility into rep performance, sequence effectiveness, and deal progression.

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 Outreach sequence performance data to Power BI dashboards in real-time

Automatically flow sequence metrics—open rates, reply rates, meeting bookings—into Power BI as they happen. Build live dashboards showing which sequences convert, which messaging performs, and where prospects drop off. Update executive reports without manual data pulls.

Build live sales activity dashboards tracking calls, emails, and meetings by rep

Stream individual rep activity from Outreach into Power BI models that track daily/weekly call volume, email sends, meetings booked, and response rates. Compare team performance, identify coaching opportunities, and forecast capacity without spreadsheet exports.

Create pipeline health reports showing stage velocity and deal progression trends

Pull Outreach opportunity stage transitions and timeline data into Power BI to visualize how quickly deals move through your sales process. Identify bottlenecks, measure stage conversion rates, and predict close dates based on historical velocity patterns.

Automate weekly sales leadership reports combining Outreach and CRM metrics

Merge Outreach activity data with your existing Power BI data models to create unified reports showing pipeline coverage, activity-to-opportunity ratios, and sales velocity. Eliminate manual CSV exports and pivot table reconciliation every Monday morning.

Track prospect engagement scores across all touchpoints in custom Power BI models

Sync Outreach engagement data—email opens, link clicks, call connections, content downloads—into Power BI for custom scoring models. Combine with product usage, website behavior, and account firmographics to build predictive engagement dashboards.

Alert sales ops when Power BI detections show sequence performance degradation

When Power BI analytics detect dropping reply rates, declining meeting bookings, or sequence abandonment trends, trigger notifications to sales ops teams. Enable data-driven sequence optimization based on what your dashboards reveal about campaign health.

Live in four steps

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

01

Connect your accounts

Authorize Outreach and Power BI 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 Outreach's sales execution schema and Power BI's semantic modeling layer, so you can build analytics workflows without custom API development or data engineering.

AI that understands both sales execution and BI data models

Redbird maps Outreach objects—prospects, sequences, mailings, calls, tasks, opportunities—to Power BI tables and relationships automatically. It understands how sequence steps connect to mailings, how prospect engagement rolls up to accounts, and how stage history builds pipeline velocity metrics. When you need custom transformations—like calculating time-to-reply or bucketing engagement scores—Redbird handles the logic without Power Query scripts or DAX formulas.

Sequence performance metrics
Rep activity aggregations
Engagement scoring models
Pipeline velocity calculations
10×

faster than building Outreach API extractors and Power BI refresh pipelines

No custom Python scripts, REST API authentication, or incremental refresh configuration needed

Auto-generated reports

Redbird can pull from Outreach and Power BI 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 Outreach or Power BI.

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 Outreach into Power BI, or from Power BI back into Outreach. 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 sales activity in Outreach or analytical event in Power BI—Redbird handles the rest.

Outreach
Triggers & Actions
Trigger

Sequence step completed

Fires when a prospect completes a step in an Outreach sequence—email sent, call logged, or task finished.

Trigger

Prospect replies to email

Triggers when a prospect responds to any Outreach email, capturing reply time and sentiment.

Trigger

Meeting booked

Fires when a prospect schedules a meeting through Outreach, including meeting type and scheduled time.

Action

Export sequence performance data

Pulls metrics for specific sequences including send volume, open rates, reply rates, and meeting bookings.

Action

Retrieve rep activity summary

Extracts daily or weekly activity totals per rep—calls made, emails sent, tasks completed, meetings held.

Action

Get opportunity stage history

Fetches timeline of stage transitions for deals, including timestamps and duration in each stage.

Power BI
Triggers & Actions
Trigger

Dataset refresh completed

Fires when a Power BI dataset finishes refreshing, confirming new Outreach data is available in reports.

Trigger

Threshold alert triggered

Triggers when metrics in a Power BI report cross defined thresholds—like reply rates dropping below target.

Trigger

Report view or export

Fires when users access specific Power BI reports, useful for tracking which sales dashboards are most used.

Action

Update dataset with new rows

Pushes Outreach activity records into Power BI streaming or push datasets for real-time dashboard updates.

Action

Trigger dataset refresh

Initiates an on-demand refresh of Power BI datasets after new Outreach data is available.

Action

Create or update dataflow

Modifies Power BI dataflows to include new Outreach data sources or transformation logic.

Outreach
+
Power BI

Ready to connect your stack?

See how Redbird AI syncs Outreach sales data into Power BI dashboards automatically. Build the analytics workflows your revenue team has been asking for—without custom integration projects.

Get started → Book a demo