Connect Power BI and
ZoomInfo with AI

Automate the flow of sales intelligence data into your reporting layer. Stop manually exporting ZoomInfo lists, copying intent signals into spreadsheets, and rebuilding prospect dashboards every week—Redbird keeps your Power BI reports synced with live ZoomInfo data.

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 ZoomInfo intent signals and scoops into Power BI sales dashboards

Automatically pull buying intent data, technology install signals, and news scoops from ZoomInfo into Power BI datasets. Build real-time dashboards that surface which accounts are in-market and ready for outreach. Keep sales leadership informed with always-current intelligence without manual exports.

Enrich Power BI account records with ZoomInfo firmographic and technographic data

Automatically append company size, revenue, industry, technology stack, and employee count from ZoomInfo to your Power BI account tables. Eliminate gaps in your reporting datasets and enable more sophisticated segmentation and analysis. Keep enrichment current as ZoomInfo updates its intelligence.

Build automated SDR activity reports enriched with ZoomInfo prospect data

Combine Power BI activity metrics with ZoomInfo contact-level data like seniority, job function, and management level. Create dashboards that show not just volume, but quality of outreach. Automatically refresh as new contacts are added to ZoomInfo saved searches.

Alert sales ops when Power BI pipeline dashboards show account anomalies

Monitor Power BI metrics for accounts showing unusual velocity or stalled progression, then automatically trigger ZoomInfo enrichment or intent checks. Surface whether pipeline slowdowns correlate with leadership changes or competitive signals visible in ZoomInfo. Route alerts with full context to the right teams.

Sync Power BI segment analysis back to ZoomInfo saved searches

Take account segments identified through Power BI analysis—high propensity scores, ideal customer profiles, or expansion candidates—and automatically create or update corresponding saved searches in ZoomInfo. Enable sales teams to immediately prospect into the segments your data identified as highest value.

Automate weekly TAM and addressable market reports using live ZoomInfo data

Pull total addressable market counts and firmographic breakdowns from ZoomInfo saved searches directly into Power BI models. Build automated reports showing how your TAM evolves as companies meet new criteria or enter new technology categories. Replace static market sizing with dynamic, data-backed insights.

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 ZoomInfo 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 modeling structure and ZoomInfo's intelligence schema—mapping contacts, accounts, intent signals, and technographic attributes into your reporting layer automatically.

AI that understands both sales intelligence and data modeling

Redbird maps ZoomInfo's contact, company, and intent objects to Power BI tables and relationships without custom connectors. The AI recognizes when a ZoomInfo saved search should refresh a Power BI dataset, how to join technographic data to existing account tables, and which intent signals map to your KPI measures. It handles schema changes, deduplication across sources, and incremental updates so your dashboards always reflect current intelligence.

ZoomInfo contact → Power BI dimension tables
Intent signals → measure groups
Saved search sync → dataset refresh
Firmographic enrichment → calculated columns
10×

faster than building custom Power Query connectors or manual CSV imports

No API documentation reading, no M code for ZoomInfo pagination, no scheduled export jobs

Auto-generated reports

Redbird can pull from Power BI and ZoomInfo 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 ZoomInfo.

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 ZoomInfo, or from ZoomInfo 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 any event in Power BI or ZoomInfo—from dataset refreshes to new intent signals—and orchestrate actions across your entire stack.

Power BI
Triggers & Actions
Trigger

Dataset refresh completes

Trigger workflows when a Power BI dataset finishes refreshing, indicating new data is available for downstream analysis.

Trigger

Dashboard metric threshold crossed

Detect when KPIs or measures in Power BI reports cross defined thresholds, like pipeline velocity dropping below target.

Trigger

Report subscription delivers

Trigger actions when Power BI sends a scheduled report, enabling post-delivery enrichment or follow-up workflows.

Action

Update dataset with new rows

Push new records from ZoomInfo or other sources into Power BI datasets using incremental refresh patterns.

Action

Refresh specific dataset or table

Trigger targeted dataset or table refreshes in Power BI when upstream ZoomInfo data changes.

Action

Create calculated column from external data

Add calculated columns to Power BI tables using enriched data from ZoomInfo, like intent scores or technology flags.

ZoomInfo
Triggers & Actions
Trigger

New contact added to saved search

Trigger workflows when ZoomInfo saved searches surface new contacts matching your ICP or intent criteria.

Trigger

Intent signal detected on account

Start automations when ZoomInfo identifies buying intent spikes, technology evaluations, or competitive research signals.

Trigger

Scoop published for tracked company

Detect when ZoomInfo publishes news scoops like funding rounds, leadership changes, or expansion announcements for monitored accounts.

Action

Enrich contact or company record

Pull complete firmographic, technographic, and contact data from ZoomInfo to enrich existing records in Power BI or other systems.

Action

Add accounts to saved search

Programmatically add companies identified through Power BI analysis to ZoomInfo saved searches for sales prospecting.

Action

Export contact list with attributes

Extract filtered contact lists from ZoomInfo with specific attributes and load them into Power BI datasets or other destinations.

Power BI
+
ZoomInfo

Ready to connect your stack?

Start syncing ZoomInfo intelligence into Power BI dashboards in minutes. Redbird handles the complexity of connecting sales intelligence to your reporting layer—no connectors, no code, no data engineers required.

Get started → Book a demo