Automate the sync between your CRM and marketing platform. Stop manually exporting contact lists, reconciling campaign data across systems, and building one-off reports to connect sales outcomes with marketing touchpoints.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically create or update Lead records in Salesforce when prospects engage with campaigns in Marketing Cloud. Map custom attributes, set lead sources, and route to the right sales team based on engagement scoring and campaign membership.
When an Opportunity closes in Salesforce, send revenue and deal details back to Marketing Cloud to attribute conversions to campaigns and journeys. Build closed-loop reporting that shows which marketing touches drive actual revenue, not just pipeline.
Automatically update Marketing Cloud subscriber profiles with firmographic data, account ownership, lifecycle stage, and relationship history from Salesforce. Enable more personalized segmentation and messaging based on complete customer context beyond marketing engagement.
Generate automated reports that join Salesforce pipeline and revenue data with Marketing Cloud campaign performance metrics. Show marketing-influenced pipeline, cost per opportunity, and ROI by channel — all without manual CSV exports and VLOOKUP formulas.
Monitor Marketing Cloud engagement events and trigger Salesforce Tasks or notifications when key contacts from open opportunities click emails, visit landing pages, or attend events. Give sales real-time visibility into buying committee activity across marketing channels.
Automatically update Marketing Cloud suppression lists when Salesforce Contacts are marked as customers, partners, or opted-out. Prevent marketing from nurturing active deals or sending competitor messaging to current customers without constant list management.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce and Salesforce Marketing Cloud 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 Salesforce's relationship data model and Marketing Cloud's subscriber and journey architecture — so you can automate complex syncs without building custom integrations.
Redbird maps Salesforce objects like Leads, Contacts, Accounts, Opportunities, and Campaigns to Marketing Cloud Data Extensions, Contact records, and Journey Builder events. It handles the nuances of both systems — matching subscriber keys to Contact IDs, resolving duplicates across Leads and Contacts, syncing Campaign Member statuses with Journey activities, and enriching subscriber attributes with Account and Opportunity context. No need to maintain custom field mappings or write SOQL queries.
faster than building custom Marketing Cloud Connect configurations and scheduled data exports
Redbird can pull from Salesforce and Salesforce Marketing Cloud 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 Salesforce or Salesforce Marketing Cloud.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Salesforce into Salesforce Marketing Cloud, or from Salesforce Marketing Cloud back into Salesforce. 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 any event in Salesforce or Marketing Cloud — from opportunity updates to email engagement — and take action across both platforms.
Trigger when an Opportunity moves to a new stage, closes won, or closes lost.
Detect when a Lead is qualified, converted, or marked as unqualified in Salesforce.
Monitor updates to custom fields, lifecycle stage, account tier, or relationship status.
Add new Leads or update existing records with campaign source and engagement data.
Associate Contacts or Leads with Salesforce Campaigns and set member status.
Generate follow-up tasks when contacts engage with high-intent marketing activities.
Trigger on opens, clicks, bounces, or unsubscribes from Marketing Cloud email sends.
Detect when subscribers enter, exit, or reach decision splits in customer journeys.
Fire when a new contact subscribes via forms, list imports, or API integrations.
Write or update subscriber attributes, preference data, or custom fields in Marketing Cloud.
Automatically suppress subscribers based on CRM relationship status or opt-out preferences.
Inject subscribers into targeted journeys based on Salesforce events or data changes.
Stop wrestling with Marketing Cloud Connect limitations and manual data syncs. Redbird connects Salesforce and Marketing Cloud with AI-powered automation that understands both systems.