Stop manually exporting survey responses and updating CRM records. Redbird AI syncs Qualtrics feedback directly into Salesforce, automatically creates cases from detractors, and enriches customer records with NPS, CSAT, and verbatim responses—no CSV uploads or custom API scripts required.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a customer submits an NPS score of 6 or below, Redbird instantly creates a high-priority case in Salesforce assigned to their account owner. Include the verbatim feedback, score, and survey metadata so reps can close the loop immediately without switching tools.
Automatically update Contact and Account objects with the most recent NPS, CSAT, and CES scores from Qualtrics. Surface experience metrics directly in account views so sales and CS teams see feedback history without logging into Qualtrics.
When an Opportunity reaches Closed Won stage, Redbird sends contact details and deal metadata to Qualtrics to trigger a personalized CSAT or onboarding experience survey. Automatically tailor survey distribution lists based on product, deal size, or segment.
Push every completed Qualtrics survey as a timestamped activity on the corresponding Contact or Account record. Redbird tags responses by survey type, score, and sentiment so teams can filter and view feedback history alongside emails, calls, and meetings.
Build dynamic Salesforce reports filtering by renewal date, product usage, or health score, then push those contact lists to Qualtrics for automated survey distribution. Keep lists synced so surveys reach the right customers at the right lifecycle stage.
Merge closed-won deal data with customer feedback scores to build unified reports showing how experience metrics correlate with revenue, retention, and expansion. Update dashboards automatically as new responses and opportunities flow in.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Qualtrics and Salesforce 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 Qualtrics response schemas and Salesforce object models, so you can automate feedback workflows without mapping fields or writing transformation logic.
Redbird parses Qualtrics response exports, embedded data fields, contact lists, and calculated metrics like NPS categories. It maps them intelligently to Salesforce Contacts, Accounts, Opportunities, and custom objects—matching on email, account ID, or external identifiers. The platform understands picklist values, record types, and validation rules, so synced data lands cleanly without errors or manual cleanup.
faster than exporting CSVs and running Salesforce data imports
Redbird can pull from Qualtrics and Salesforce 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 Qualtrics or Salesforce.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Qualtrics into Salesforce, or from Salesforce back into Qualtrics. 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 survey completions in Qualtrics or pipeline changes in Salesforce—Redbird connects both directions.
Fires when a respondent completes any Qualtrics survey or specific survey projects you choose.
Triggers when a response includes an NPS score of 0–6, flagging at-risk customers.
Activates when customer satisfaction rating falls below a defined value you set.
Distribute a Qualtrics survey to a contact list via email or SMS with personalized metadata.
Update Qualtrics contact directory by adding or updating records with new attributes from Salesforce.
Modify embedded data on existing Qualtrics contacts to personalize future survey logic or reporting.
Fires when a deal moves to a new stage, like Closed Won or Negotiation.
Triggers when a Contact or Account is assigned to a new sales rep or CSM.
Activates when a new record is added to Salesforce, useful for onboarding surveys.
Open a support case with priority, subject, and description pulled from survey feedback.
Write NPS scores, CSAT ratings, or survey metadata directly to standard or custom fields.
Add a timestamped record of survey completion with response details visible to reps.
Sync Qualtrics survey feedback with Salesforce in minutes. Let Redbird handle the mapping, transformation, and orchestration so your teams can close the loop on customer experience without the busywork.