Sync customer data, orders, and financials between your CRM and ERP without manual export-import cycles. Redbird AI keeps Salesforce opportunities, accounts, and quotes in sync with SAP orders, customer masters, and billing—so your sales and finance teams always work from the same truth.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal reaches Closed Won in Salesforce, Redbird creates the corresponding sales order in SAP with line items, pricing, and customer details—no manual re-entry. Finance gets order data instantly, and sales reps see SAP order numbers reflected back in Salesforce.
Keep billing addresses, payment terms, credit limits, and legal entity details flowing from SAP into Salesforce account records. Sales teams always quote with current terms, and finance maintains a single source of truth for customer master data.
Pull production status, shipment dates, and delivery milestones from SAP back into Salesforce opportunity records. Reps can answer customer questions about order progress without logging into SAP or waiting on operations updates.
Send quote configurations and pricing from Salesforce CPQ into SAP for real-time cost checks against current material costs and standard margins. Finance reviews deal profitability before contracts are signed, reducing margin leakage.
Monitor SAP accounts receivable and push payment confirmations or aging alerts into Salesforce account timelines. Account execs get notified when customers pay or when accounts go past due, enabling proactive relationship management.
Merge forecasted bookings from Salesforce with recognized revenue, cost of goods sold, and margin data from SAP into unified executive dashboards. Leadership sees pipeline coverage against financial targets without reconciling two systems manually.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce and SAP 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 object relationships and SAP's complex ERP schemas—so you can automate across CRM and finance without middleware headaches.
Redbird maps Salesforce Opportunities, Products, and Accounts to SAP Sales Orders, Material Masters, and Customer Masters automatically. Our AI handles currency conversions, unit-of-measure translations, and multi-level pricing structures. Whether you're syncing quote line items to SAP SD or pulling cost center data into custom Salesforce fields, Redbird translates between CRM and ERP schemas without custom code.
faster than building custom SAP-Salesforce integrations with middleware platforms
Redbird can pull from Salesforce and SAP 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 SAP.
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 SAP, or from SAP 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 SAP—from opportunity stage changes to invoice postings—and take action across both systems.
Trigger workflows when deals move to Closed Won, Contract Sent, or custom stages in your pipeline.
React when billing address, parent account, ownership, or custom fields change on account records.
Start automations when Salesforce CPQ quotes reach approved status or are sent to customers.
Write new opportunities or update amount, stage, close date, or custom fields in Salesforce.
Sync billing info, payment terms, credit limits, or custom fields back to Salesforce accounts.
Log SAP order status, invoice events, or payment confirmations to Salesforce activity history.
Trigger when new sales orders are entered in SAP or when order status, quantity, or dates are modified.
React when SAP creates and posts invoices, triggering notifications or updates to CRM records.
Start workflows when customer payments are applied in SAP FI, clearing open receivables.
Generate new sales orders in SAP SD with line items, pricing, delivery dates, and customer references.
Modify customer master records with new addresses, contact details, payment terms, or credit data.
Query SAP inventory and ATP to validate product availability before confirming quotes in Salesforce.
Stop copying data between Salesforce and SAP. Redbird AI syncs your CRM and ERP so sales and finance teams work from the same customer, order, and revenue data—automatically.