Redbird AI syncs customer data, contracts, and sales collateral between your CRM and document library automatically. Stop manually uploading proposal PDFs, hunting for the latest contract version, or copy-pasting account details into SharePoint folders.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a new account is created in Salesforce, Redbird automatically provisions a SharePoint folder with the account name, industry, and owner details. All sales materials, contracts, and correspondence get stored in the right location from day one.
Redbird monitors your SharePoint contract library and attaches signed agreements to the corresponding Salesforce opportunities. Sales ops and legal teams see the same source of truth without manual file transfers or broken links.
When deals close (won or lost), Redbird packages all related emails, notes, and attachments from Salesforce and archives them to SharePoint with proper tagging. Your team maintains compliance and institutional knowledge without manual document exports.
When legal uploads a signed partnership agreement to SharePoint, Redbird updates the corresponding Salesforce account with contract dates, terms, and status fields. Revenue teams see current contract information without switching systems.
Redbird pulls product specs, pricing tiers, and competitive intel from Salesforce and publishes formatted SharePoint pages for internal sales teams. Your enablement content stays current as product data changes in your CRM.
When contracts, SOWs, or renewal documents change in SharePoint, Redbird notifies the Salesforce account owner via Chatter or task. Sales reps stay informed about customer documentation without monitoring multiple folders.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce and SharePoint 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 Salesforce objects, relationships, and custom fields alongside SharePoint libraries, metadata columns, and permission structures — no mapping spreadsheets required.
Redbird maps Salesforce standard and custom objects (Accounts, Opportunities, Contacts, custom fields) to SharePoint libraries, folders, and metadata columns automatically. It understands account hierarchies, opportunity stages, and document version control — creating intelligent connections between your customer records and enterprise content. When your Salesforce admin adds a new field or SharePoint admin creates a new content type, Redbird adapts without manual configuration.
faster than building point-to-point SharePoint API integrations
Redbird can pull from Salesforce and SharePoint 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 SharePoint.
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 SharePoint, or from SharePoint 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 SharePoint — new deals, uploaded contracts, stage changes, or document approvals.
Fires when a new account record is added to Salesforce with configurable field filters.
Triggers when a deal moves to a new stage, including closed-won or closed-lost.
Fires when a new contact is associated with an existing account record.
Writes data to standard or custom fields on Salesforce account records.
Generates a Salesforce task assigned to the account or opportunity owner.
Uploads documents as attachments or Salesforce Files to any record type.
Fires when a new file is added to a specified SharePoint document library or folder.
Triggers when document properties or metadata columns are modified in SharePoint.
Fires when a document completes an approval workflow in SharePoint.
Provisions a new SharePoint folder with specified metadata and permission settings.
Adds documents to SharePoint libraries with automatic metadata tagging and versioning.
Modifies metadata columns on existing SharePoint files without creating new versions.
Stop managing customer documents and CRM data in silos. Redbird connects Salesforce and SharePoint so your sales, legal, and operations teams work from the same source of truth.