Redbird AI syncs Salesloft engagement data into Power BI dashboards automatically. Stop exporting CSV files, rebuilding reports, and manually tracking sales activity. Build live dashboards that update as your team sells.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push cadence-level metrics—touches, responses, conversions—into Power BI datasets. Redbird maps Salesloft engagement events to your reporting model so dashboards reflect real-time outreach performance without manual exports.
Pull activity counts, call duration, email open rates, and meeting-booked metrics from Salesloft into Power BI. Create role-based scorecards that update hourly, surfacing top performers and coaching opportunities across the sales org.
Compare projected pipeline from Power BI models against actual Salesloft outreach volume and engagement rates. Trigger alerts when rep activity drops below thresholds needed to hit forecast, flagging risks before quarter-end.
Append email open counts, call connect rates, and engagement scores from Salesloft to opportunity-level Power BI datasets. Surface which deals have active engagement versus stalled contacts, enriching pipeline quality analysis.
Capture daily aggregates of calls logged, emails sent, cadence enrollments, and response rates from Salesloft. Store historical snapshots in Power BI datasets to enable quarter-over-quarter and year-over-year performance trending.
Merge Salesloft engagement metrics with Salesforce opportunity data inside Power BI refresh workflows. Schedule automated report generation every Monday showing pipeline coverage, outreach velocity, and conversion rates by segment.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Power BI and Salesloft 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 both Power BI's dataset schemas and measure logic, and Salesloft's activity models—so you can build reporting pipelines without custom API scripting.
Redbird maps Salesloft's cadence steps, people records, call logs, and email events to Power BI tables and relationships automatically. It recognizes your existing measures—conversion rates, pipeline velocity, activity quotas—and appends Salesloft data without breaking calculated columns or breaking incremental refresh. When Salesloft adds new engagement fields or Power BI datasets change structure, Redbird adapts the sync logic so dashboards stay accurate.
faster than exporting Salesloft CSVs and rebuilding Power BI models manually
Redbird can pull from Power BI and Salesloft 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 Power BI or Salesloft.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Power BI into Salesloft, or from Salesloft back into Power BI. 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 dashboard refreshes in Power BI or engagement events in Salesloft—Redbird connects both directions.
Trigger workflows when a Power BI dataset finishes refreshing, enabling downstream actions based on updated metrics.
Fire automations when a DAX measure—like pipeline coverage or activity quota attainment—exceeds or falls below a defined value.
Detect when specific Power BI reports are viewed or exported, useful for tracking stakeholder engagement with sales dashboards.
Add new records to Power BI tables via REST API, enabling real-time data ingestion from external sources like Salesloft.
Initiate an on-demand refresh of a Power BI dataset after upstream data sources update.
Modify dataset structure programmatically when new fields or relationships are needed to accommodate integration data.
Fire when a prospect is enrolled in a Salesloft cadence, enabling immediate reporting updates or downstream enrichment.
Trigger automations when a prospect replies to a Salesloft email, surfacing engagement signals for real-time dashboards.
Detect when a rep logs a call in Salesloft with outcome data, useful for live activity scorecards and coaching reports.
Enroll prospects in Salesloft cadences programmatically based on Power BI insights or scoring thresholds.
Create call or email activity records in Salesloft from external signals, maintaining complete engagement history.
Modify Salesloft contact or account records with enriched data or scoring attributes derived from Power BI analysis.
Redbird AI syncs Power BI and Salesloft so sales ops teams can build live performance dashboards without manual exports. Start automating your reporting stack today.