Connect PostgreSQL and
Salesforce with AI

Stop writing custom scripts to sync operational data into your CRM. Redbird AI connects your PostgreSQL database directly to Salesforce, automating record updates, data enrichment, and two-way syncs without engineering overhead.

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.

Enrich Salesforce accounts with product usage data from PostgreSQL tables

Automatically pull usage metrics, feature adoption stats, and billing data from your PostgreSQL application database into Salesforce account records. Sales and CS teams see real-time product engagement without running queries or waiting for data exports.

Sync Salesforce opportunity data back to PostgreSQL for product provisioning

When deals close in Salesforce, automatically write account details, contract terms, and pricing information to your PostgreSQL database. Engineering teams build onboarding workflows that trigger instantly from CRM updates without API middleware.

Alert sales reps when PostgreSQL event logs show at-risk usage patterns

Monitor user activity tables in PostgreSQL and create Salesforce tasks or update opportunity stages when engagement drops. Revenue teams get proactive alerts based on actual product behavior, not just CRM activity.

Build executive revenue dashboards by joining PostgreSQL financial data with Salesforce pipelines

Combine billing records, payment status, and subscription data from PostgreSQL with Salesforce opportunity forecasts. Finance and RevOps get unified reporting without exporting CSVs or building ETL pipelines.

Create Salesforce leads automatically from new user signups stored in PostgreSQL

When new users register in your application and land in PostgreSQL user tables, instantly create corresponding leads in Salesforce with enriched profile data. Marketing and sales never miss a warm inbound signal.

Archive closed-won Salesforce account data to PostgreSQL for long-term analytics

Automatically copy complete account histories, opportunity details, and activity logs from Salesforce into PostgreSQL data warehouse tables. Data teams run complex historical analyses without hitting Salesforce API limits or slowing down the CRM.

Live in four steps

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

01

Connect your accounts

Authorize PostgreSQL and Salesforce 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 PostgreSQL schemas and Salesforce objects natively, so you can map custom fields, handle relationships, and sync complex data structures without writing transformation logic.

AI that speaks both database schemas and CRM objects

Redbird automatically maps PostgreSQL tables, columns, and foreign keys to Salesforce standard and custom objects. It handles data type conversions between SQL and Salesforce field types, manages relationship hierarchies like accounts-to-contacts, and intelligently batches updates to respect API limits. Whether you're syncing JSON columns to custom Salesforce fields or joining multiple PostgreSQL tables to enrich a single account record, Redbird understands the structure of both systems.

PostgreSQL table mapping
Salesforce custom objects
Foreign key relationships
Bulk upsert operations
10×

faster than building custom API integrations between PostgreSQL and Salesforce

No Python scripts, middleware services, or transformation pipelines to maintain

Auto-generated reports

Redbird can pull from PostgreSQL and Salesforce 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 PostgreSQL or Salesforce.

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 PostgreSQL into Salesforce, or from Salesforce back into PostgreSQL. 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 database changes in PostgreSQL or CRM events in Salesforce — Redbird handles the coordination across both systems.

PostgreSQL
Triggers & Actions
Trigger

New row inserted in table

Trigger when a new record appears in any PostgreSQL table you specify.

Trigger

Row updated matching conditions

Detect when existing rows are modified and meet specific filter criteria.

Trigger

Scheduled query result changes

Run custom SQL queries on a schedule and trigger when results differ from previous runs.

Action

Insert rows from query results

Write new records to any PostgreSQL table based on data from other systems.

Action

Update records with join logic

Modify existing rows using complex SQL logic and data from multiple sources.

Action

Execute custom SQL statement

Run any valid SQL command including stored procedures and multi-step transactions.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changed

Trigger when any opportunity moves to a new stage in the sales pipeline.

Trigger

New lead created

Detect when new leads enter Salesforce from any source.

Trigger

Account field updated

Monitor specific account fields and trigger when values change.

Action

Create or update records

Upsert accounts, contacts, opportunities, or custom objects with external data.

Action

Add task or update case

Create follow-up activities or update support cases based on operational signals.

Action

Update custom object relationships

Modify related records and maintain parent-child relationships across Salesforce objects.

PostgreSQL
+
Salesforce

Ready to connect your stack?

Join teams that sync PostgreSQL with Salesforce in minutes, not weeks. Get your operational data flowing into your CRM automatically.

Get started → Book a demo