Automate the handoff from sales to customer success. Stop manually copying deal context, transcribing discovery notes, and chasing down account history when deals close. Redbird keeps Totango in sync with every Outreach activity, contact, and pipeline movement.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically provision new customer success accounts in Totango the moment an Outreach opportunity marks closed-won. Include deal size, product SKUs, key contacts, and sales notes to give CS teams complete context from day one.
Feed Outreach email engagement, call activity, and meeting frequency into Totango health models before the customer even signs. Help CS teams prioritize onboarding based on which contacts were most engaged during the sales cycle.
Surface Totango health score drops, low NPS responses, or declined product usage directly into Outreach as tasks or sequences. Enable AEs to re-engage strategic accounts before they churn, without CS having to manually escalate.
When Totango identifies upsell or cross-sell signals based on usage patterns or success milestones, automatically create Outreach opportunities and add contacts to nurture sequences. Keep expansion revenue visible in the same workflows as new business.
Capture executive conversations, QBR prep notes, and strategic account calls from Outreach and sync them to the relevant Totango account. Give CS teams visibility into sales promises, pain points discussed, and stakeholder priorities without digging through CRM records.
Track how quickly closed deals move from Outreach to active Totango success plans, and measure whether key fields like champion contact, use case, and implementation timeline are populated. Identify bottlenecks in the revenue handoff process.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outreach and Totango 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 schema and Totango's customer success data model, so you can connect complex revenue workflows without middleware or custom code.
Redbird maps Outreach sequences, prospect objects, and engagement events to Totango accounts, touchpoints, and health attributes automatically. It knows how to translate deal stages into lifecycle phases, transform email reply rates into engagement scores, and route multi-contact sales threads to the right customer success owner. Redbird handles nested account hierarchies, custom fields in both systems, and bidirectional syncs without breaking.
faster than building custom Outreach-Totango sync with webhooks and scripts
Redbird can pull from Outreach and Totango 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 Totango.
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 Totango, or from Totango 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 activity in Outreach or customer success event in Totango, then take action in either system.
Fires when a deal moves to a new pipeline stage, especially closed-won or closed-lost.
Triggers when a contact responds to an automated email in an active Outreach sequence.
Fires after a sales call is completed and tagged with disposition, next steps, or AI sentiment.
Add a new deal to an Outreach pipeline or update existing opportunity fields like stage, amount, or close date.
Enroll a contact into a specific Outreach cadence or nurture sequence with custom variables.
Assign a to-do item to the assigned AE or SDR with context, priority, and due date.
Fires when a customer's composite or segment-specific health score falls into yellow or red.
Triggers when a customer achieves an onboarding goal, adoption benchmark, or renewal checkpoint.
Fires when a customer engages with a Totango SuccessBLOC email, survey, or in-app message.
Provision a new Totango account or update fields like ARR, lifecycle stage, or CSM owner.
Record an event on the customer timeline, such as a call summary, feature request, or stakeholder change.
Modify a specific health input like engagement frequency, support ticket volume, or product usage metric.
Sync Outreach and Totango in minutes, not sprints. Build automated handoffs between sales and customer success without wrestling with API docs or custom integrations.