Automate how your sales team accesses content and how engagement data flows into SharePoint. Stop manually uploading call recordings, copying sequence performance into reports, or hunting for the latest sales collateral across folders.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When calls finish in Outreach sequences, recordings and transcripts are automatically saved to account-specific SharePoint folders. Sales ops never manually downloads files or organizes by customer. Everything stays accessible and compliant.
Pull engagement data, open rates, reply rates, and conversion metrics from active sequences into SharePoint document libraries. Revenue leaders access up-to-date performance reports without exporting CSVs or building manual dashboards.
When marketing uploads new case studies, decks, or battlecards to SharePoint folders, they automatically sync to Outreach. Sales reps always use the latest approved content in sequences without manual file transfers.
When prospects enter sequences in Outreach, corresponding account folders are created in SharePoint with standardized structure. Account teams collaborate on materials in a dedicated space from first touch.
When reps engage enterprise prospects, Redbird checks SharePoint for relevant NDAs, security questionnaires, or compliance materials. Relevant document links are added to Outreach records so reps have what they need before calls.
When deals progress to later stages in Outreach, notifications trigger for required SharePoint documentation like MSAs or SOWs. Legal and ops teams know exactly when contracts need preparation without manual check-ins.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outreach and SharePoint 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 Outreach's sales activity schemas and SharePoint's document metadata structure, so you can automate content flows and reporting without custom development.
Redbird reads Outreach's sequence events, call dispositions, and engagement timestamps alongside SharePoint's folder hierarchies, content types, and metadata columns. It understands when a closed-won stage should trigger document creation, how to structure call recordings by account taxonomy, and which performance metrics belong in which reporting libraries. No need to map fields manually or write custom SharePoint workflows.
faster than exporting Outreach data to CSV and manually uploading to SharePoint
Redbird can pull from Outreach and SharePoint 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 Outreach or SharePoint.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Outreach into SharePoint, or from SharePoint back into Outreach. 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 automations from any sales event in Outreach or document change in SharePoint.
Fires when a prospect completes all steps in an Outreach sequence.
Triggers when a new call recording is processed and ready in Outreach.
Fires when a new prospect enters a specific sequence or sequence category.
Upload files or links to the Outreach content library for use in sequences.
Write data to custom fields on prospect records in Outreach.
Generate a task assigned to a specific sales rep with context and due date.
Fires when a new document is added to a specific SharePoint library or folder.
Triggers when metadata fields change on documents matching specific criteria.
Fires when a document approval process finishes in SharePoint.
Generate new folders with predefined hierarchy and permissions in SharePoint.
Save files to specific SharePoint libraries with metadata and content type.
Modify metadata fields on existing documents in SharePoint libraries.
See how Redbird syncs Outreach engagement data with SharePoint content libraries so your sales and ops teams always have the right materials and insights at hand.