Automate the flow between your sales execution platform and project boards. Stop manually creating cards for new deals, updating task status based on prospect engagement, or copying sales activity into project timelines.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal progresses to a key milestone in Outreach—like moving to negotiation or requiring legal review—Redbird automatically creates a corresponding card in Trello with deal context, stakeholders, and deadline. Revenue operations and cross-functional teams stay aligned without manual updates.
As prospects complete sequences, book meetings, or engage with content in Outreach, Redbird moves related Trello cards across board columns to reflect progress. Marketing and SDR managers track campaign performance and follow-up status visually without checking multiple platforms.
When implementation, onboarding, or customer success cards reach certain stages in Trello, Redbird creates follow-up tasks or sequence enrollments in Outreach. Account executives stay proactive with expansion opportunities and customer touchpoints based on project status.
When engagement drops on priority deals or prospects haven't responded in Outreach sequences, Redbird creates alert cards in designated Trello boards with recommended next actions. Sales leadership coordinates rescue strategies and resource allocation visually.
After discovery calls, demos, or stakeholder meetings logged in Outreach, Redbird appends notes, sentiment, and next steps to corresponding Trello cards. Cross-functional teams—product, marketing, customer success—access sales intelligence without Outreach licenses.
When partnerships, referrals, or event leads are captured as Trello cards with contact information, Redbird creates or updates prospects in Outreach and enrolls them in appropriate sequences. Revenue teams convert inbound and partner-sourced leads faster with consistent follow-up.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Outreach and Trello 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 execution schema—prospects, sequences, stages, tasks, and activity logs—and how Trello organizes work through boards, lists, cards, labels, and member assignments.
Redbird maps Outreach deal stages, sequence steps, prospect engagement scores, and task assignments to Trello's board structures, custom fields, card positions, and due dates. The AI understands when a stage change should create a card versus update an existing one, how to route different deal types to appropriate boards, and which engagement signals warrant status updates. You get intelligent coordination between structured sales workflows and flexible project tracking without complex field mapping.
faster than building webhooks between Outreach and Trello with custom middleware
Redbird can pull from Outreach and Trello 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 Trello.
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 Trello, or from Trello 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 event in Outreach or Trello—Redbird handles the translation and keeps both systems in sync.
Fires when an opportunity moves to a new stage in your sales pipeline.
Triggers when a prospect finishes a sequence or stops engaging with outreach attempts.
Fires when a prospect schedules a call or demo through Outreach.
Add new prospects to Outreach or update existing contact information and custom fields.
Enroll contacts into specific outreach sequences based on external triggers or project status.
Assign follow-up tasks to sales reps with context, due dates, and priority levels.
Fires when a card is dragged to a different column on any board.
Triggers when new cards are added with specific labels like deal type or priority.
Fires when cards with deadlines are nearing their due date threshold.
Add new cards to specific boards and lists with descriptions, members, and labels.
Modify card descriptions, due dates, custom fields, or member assignments based on sales activity.
Append notes, updates, or meeting outcomes to existing cards for team visibility.
Sync Outreach and Trello in minutes. Let Redbird handle the coordination between your sales execution platform and project boards so your team stays aligned without manual updates.