Connect Salesforce and
Snapchat Ads with AI

Sync Salesforce CRM data directly to Snapchat Ads for precision targeting and closed-loop attribution. Stop manually exporting lead lists, rebuilding audiences in spreadsheets, and guessing which campaigns drive real revenue. Redbird automates the entire workflow between your sales pipeline and ad platform.

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 high-value opportunity contacts to Snapchat custom audiences for retargeting

Automatically build and update Snapchat custom audiences from Salesforce Opportunity contact roles. When deals reach specific stages or values, their associated contacts flow directly into targeted ad campaigns. Keep audiences fresh without manual list management.

Create Salesforce leads from Snapchat conversion events with campaign attribution

Capture leads generated through Snapchat lead forms and instant experiences, creating Salesforce records with full campaign attribution. Each lead includes ad set, creative, and conversion metadata for accurate source tracking. Sales teams see exactly which Snap campaigns filled their pipeline.

Build lookalike audiences from closed-won customer segments in Salesforce

Identify Salesforce accounts and contacts that match your best customer profiles—by industry, deal size, or product mix—and push them to Snapchat as lookalike audience seeds. Redbird refreshes these segments weekly as new deals close, ensuring your targeting evolves with your customer base.

Enrich Salesforce opportunities with Snapchat ad engagement and impression data

Match Snapchat ad interaction data back to Salesforce contacts and opportunities using email or mobile identifiers. See which prospects viewed your Story ads, engaged with AR lenses, or clicked through before converting. Marketing and sales teams get complete visibility into pre-conversion touchpoints.

Generate weekly revenue attribution reports linking Snapchat spend to closed deals

Automatically calculate revenue influenced by Snapchat campaigns by matching ad exposure data with Salesforce opportunity history. Redbird builds reports showing ROI, cost per closed deal, and revenue by campaign—no data warehouse required. Marketing proves impact with real closed-loop metrics.

Suppress converted customers and closed-lost contacts from active Snapchat campaigns

Create exclusion audiences from Salesforce records marked as customers or disqualified leads, preventing wasted ad spend on the wrong people. As deal stages update in Salesforce, Snapchat audiences adjust automatically. Stop showing acquisition ads to existing customers.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Salesforce and Snapchat Ads 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's AI understands both Salesforce's complex object relationships and Snapchat's audience segmentation requirements, mapping CRM data to ad platform formats automatically.

AI that speaks CRM and ad platform fluently

Redbird natively understands Salesforce objects like Leads, Contacts, Accounts, Opportunities, and Campaign Members—plus their custom fields and relationships. It also knows Snapchat's audience schema, conversion event structures, and attribution requirements. Instead of building rigid field mappings, describe what you want in plain language: 'Create a Snapchat audience from all contacts on opportunities over $50K in stage 3 or later.' Redbird handles the queries, transformations, and API calls across both systems.

Opportunity & Contact matching
Custom audience formatting
Campaign attribution mapping
Multi-object relationship queries
10×

faster than building custom Salesforce-to-Snapchat syncs with Zapier or Workato

No need to export CSVs, normalize email formats, or write custom API scripts

Auto-generated reports

Redbird can pull from Salesforce and Snapchat Ads 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 Salesforce or Snapchat Ads.

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 Salesforce into Snapchat Ads, or from Snapchat Ads back into Salesforce. 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 Salesforce record change or Snapchat campaign event—Redbird handles the rest across both systems.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changed

Fires when an Opportunity moves to a new stage, enabling audience updates based on deal progression.

Trigger

Lead converted to Contact

Triggers when a Lead is converted, allowing exclusion from lead-gen campaigns or inclusion in customer nurture.

Trigger

Account marked as high-value

Detects when Account fields like annual revenue or tier change, enabling priority audience segmentation.

Action

Create or update Lead with campaign source

Adds new Leads to Salesforce with Snapchat campaign attribution in source fields.

Action

Add Contact to Campaign Member

Links Contacts to Salesforce Campaigns based on Snapchat ad engagement, tracking multi-touch attribution.

Action

Update Opportunity custom field

Writes Snapchat engagement metrics or conversion data into custom fields on Opportunity records.

Snapchat Ads
Triggers & Actions
Trigger

Lead form submission received

Fires when a user submits a lead form in a Snapchat ad, capturing contact details and campaign context.

Trigger

Conversion event tracked

Triggers when Snapchat Pixel or CAPI records a conversion event like purchase or sign-up.

Trigger

Campaign spend threshold reached

Detects when a campaign hits a defined budget or spend level, enabling alerts or audience adjustments.

Action

Create or update custom audience

Builds or refreshes Snapchat custom audiences from Salesforce contact lists with email or mobile IDs.

Action

Send conversion event via CAPI

Posts server-side conversion events to Snapchat's Conversions API with Salesforce opportunity or contact data.

Action

Pause ad set based on CRM criteria

Automatically pauses Snapchat ad sets when Salesforce signals like closed deals or lead volume meet defined conditions.

Salesforce
+
Snapchat Ads

Ready to connect your stack?

See how Redbird AI syncs Salesforce and Snapchat Ads in minutes, not weeks. Close the loop between ad spend and revenue without engineering resources or complex integrations.

Get started → Book a demo