Connect Salesforce and
SPINS with AI

Redbird AI syncs retail scan data from SPINS directly into Salesforce accounts and opportunities. Stop manually downloading CSVs, reformatting market share reports, and copying sales metrics between systems. Keep your CRM enriched with real-time CPG performance data.

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.

Enrich Salesforce accounts with SPINS retail sales performance data automatically

Pull weekly retail sales metrics, velocity trends, and distribution scores from SPINS into corresponding retailer and brand accounts in Salesforce. Surface market share shifts and category growth directly in account records so sales teams see performance context without leaving the CRM.

Update SPINS brand profiles when Salesforce opportunities close or product launches happen

Sync new product launches, distribution wins, and retailer partnerships from closed-won Salesforce opportunities into SPINS brand tracking. Ensure market research datasets reflect actual go-to-market activity and new SKU rollouts captured in your CRM.

Alert account owners when SPINS detects category share loss at their top accounts

Monitor SPINS retail scan data for declining market share, velocity drops, or out-of-stock trends at key retail accounts. Automatically create tasks or update opportunity fields in Salesforce when performance thresholds are breached, triggering proactive account reviews.

Generate Salesforce executive dashboards combining CRM pipeline with SPINS market trend data

Merge Salesforce revenue forecasts with SPINS category growth rates, competitive positioning, and channel performance metrics. Build unified executive reports that connect internal sales targets to external market reality without manual data stitching.

Sync Salesforce retailer account hierarchies into SPINS for aligned performance tracking

Push Salesforce account structures, parent-child relationships, and territory assignments into SPINS datasets. Ensure retail scan data aggregations match how your sales org views accounts and rolls up performance reporting.

Capture SPINS new product launch performance metrics into Salesforce opportunity history

Track first 90-day velocity, distribution build, and market acceptance metrics from SPINS for newly launched SKUs. Append this performance data to the original Salesforce opportunities to close the loop between sales predictions and actual retail results.

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 SPINS 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 understands both Salesforce CRM structures and SPINS retail scan data schemas, so you can automate the flow between sales operations and market intelligence without custom ETL.

AI that maps CRM accounts to retail performance data automatically

Redbird's AI recognizes Salesforce account hierarchies, opportunity stages, product objects, and custom fields alongside SPINS brand IDs, retailer banners, UPC-level scan data, and market baskets. It automatically matches retailer accounts between systems, aligns product catalogs with SPINS item masters, and maps custom Salesforce fields to the right SPINS metrics. No need to build lookup tables or maintain complex matching logic as accounts and SKUs evolve.

Account & retailer matching
Product catalog alignment
Custom field mapping
Metric normalization
10×

faster than exporting SPINS CSVs and uploading to Salesforce

No manual downloads, reformatting, or data entry required

Auto-generated reports

Redbird can pull from Salesforce and SPINS 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 SPINS.

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 SPINS, or from SPINS 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 SPINS data update and take action across both platforms instantly.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changed

Trigger when a deal moves to a new stage, like closed-won or contract signed.

Trigger

Account owner reassigned

Trigger when account ownership changes or territory assignments are updated.

Trigger

Custom product field updated

Trigger when product launch dates, SKU codes, or distribution targets change.

Action

Create or update account record

Add new retailer accounts or update existing records with market performance data.

Action

Add note to opportunity

Append retail sales context, market share trends, or competitive insights to deals.

Action

Create task for account owner

Assign follow-up tasks when retail performance metrics hit thresholds or anomalies appear.

SPINS
Triggers & Actions
Trigger

Weekly sales data refresh

Trigger when SPINS updates retail scan data for tracked brands, categories, or channels.

Trigger

Market share threshold breached

Trigger when a brand's category share drops or gains beyond defined percentage limits.

Trigger

New product detected in retail

Trigger when SPINS identifies a new UPC or SKU appearing in scanned store data.

Action

Update brand performance dataset

Refresh brand profiles with new product launches, distribution wins, or account expansions from Salesforce.

Action

Tag retailer account segment

Apply Salesforce account classifications or territory tags to SPINS retailer records for aligned reporting.

Action

Request custom market report

Trigger SPINS to generate category or competitive analysis reports based on Salesforce opportunity criteria.

Salesforce
+
SPINS

Ready to connect your stack?

See how Redbird AI connects Salesforce and SPINS for CPG teams who need retail performance data inside their CRM without the manual work.

Get started → Book a demo