Connect Power BI and
Salesforce Marketing Cloud with AI

Redbird AI syncs marketing performance data from Salesforce Marketing Cloud into Power BI automatically. Stop exporting campaign metrics to CSV files, rebuilding reports manually, or waiting on IT to refresh your dashboards.

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 email campaign performance metrics into Power BI datasets automatically

Pull send volume, opens, clicks, bounces, and conversions from Marketing Cloud into Power BI data models on a schedule. Redbird maps journey performance and engagement metrics to your dashboard measures without custom API work. Marketing teams get fresh campaign data every morning.

Build unified marketing attribution dashboards combining Marketing Cloud and CRM data

Merge Marketing Cloud journey touchpoints with revenue data already in your Power BI model. Redbird joins contact engagement history with sales outcomes across campaigns and channels. Executives see full-funnel performance in a single interactive report.

Alert marketing teams when campaign KPIs fall outside targets in Power BI

Monitor engagement rates, unsubscribe trends, or delivery metrics in Power BI and trigger actions in Marketing Cloud. When dashboard thresholds are breached, Redbird can pause journeys, notify team members, or log incidents. Performance issues get flagged before they impact revenue.

Archive historical Marketing Cloud campaign data for long-term trend analysis

Export completed journey metrics, subscriber activity, and engagement history into Power BI data warehouses. Redbird preserves granular campaign performance beyond Marketing Cloud's retention windows. Analysts compare year-over-year trends without data loss.

Create dynamic audience segments in Marketing Cloud based on Power BI analysis

Identify high-value customer cohorts or behavioral segments in Power BI models and push them to Marketing Cloud data extensions. Redbird translates analytical findings into targetable audiences for personalized journeys. Data science insights activate in campaigns within hours.

Generate automated marketing performance reports combining multi-source campaign data

Pull Marketing Cloud engagement alongside ad spend, web analytics, and sales data into consolidated Power BI reports. Redbird schedules refresh cycles and distributes dashboards to stakeholders automatically. CMOs review cross-channel ROI without chasing down data from six teams.

Live in four steps

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

01

Connect your accounts

Authorize Power BI and Salesforce Marketing Cloud 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 Power BI's data models and DAX measures alongside Marketing Cloud's journey structures, data extensions, and engagement tracking schemas.

AI that speaks both Power BI and Marketing Cloud natively

Redbird maps Marketing Cloud send definitions, journey analytics, contact records, and engagement events to Power BI tables, relationships, and measures without manual schema work. It knows how to join subscriber keys across data extensions, calculate engagement rates using DAX, and structure campaign hierarchies in star schemas. When journey names change or new email sends launch, Redbird updates your Power BI datasets automatically.

Journey analytics & send logs
Contact & subscriber data
Engagement events & conversions
Data extension schemas
10×

faster than building custom Marketing Cloud API connectors and Power BI dataflows

No API authentication debugging, data model mapping, or incremental refresh configuration required

Auto-generated reports

Redbird can pull from Power BI and Salesforce Marketing Cloud 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 Power BI or Salesforce Marketing Cloud.

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 Power BI into Salesforce Marketing Cloud, or from Salesforce Marketing Cloud back into Power BI. 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 campaign events in Marketing Cloud or dashboard changes in Power BI — Redbird handles the rest.

Power BI
Triggers & Actions
Trigger

Report refreshed

Fires when a Power BI dataset completes its scheduled or on-demand refresh cycle.

Trigger

Measure exceeds threshold

Triggers when a DAX measure or KPI crosses a defined value in a Power BI report.

Trigger

New data added to dataset

Detects when fresh rows appear in a Power BI table or data model.

Action

Update dataset table

Write new records or update existing rows in a Power BI dataset table via API.

Action

Trigger dataset refresh

Initiate an on-demand refresh of a Power BI dataset or dataflow.

Action

Export report page to file

Generate a PDF or PowerPoint export of a specific Power BI report page.

Salesforce Marketing Cloud
Triggers & Actions
Trigger

Journey completed

Fires when a contact exits a Marketing Cloud journey at any endpoint or goal.

Trigger

Email send finishes

Triggers when a scheduled or triggered email send batch completes processing.

Trigger

Engagement event recorded

Detects opens, clicks, bounces, or unsubscribes logged in Marketing Cloud tracking.

Action

Add contacts to data extension

Insert or update subscriber records in a Marketing Cloud data extension.

Action

Pause or stop journey

Halt an active Marketing Cloud journey to prevent new contacts from entering.

Action

Log campaign event

Write custom tracking or metadata records to a Marketing Cloud data extension for reporting.

Power BI
+
Salesforce Marketing Cloud

Ready to connect your stack?

Sync Power BI with Salesforce Marketing Cloud in minutes. Redbird AI eliminates the manual data exports, API integrations, and refresh scripts standing between your marketing data and executive dashboards.

Get started → Book a demo