Automatically sync payment transactions, customer records, and revenue data between your CRM and point-of-sale systems. Stop manually reconciling sales data, updating customer accounts, or copying transaction details across platforms.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a Square payment is processed, Redbird matches the transaction to the corresponding Salesforce opportunity and updates the stage, close date, and payment details. Revenue teams see real-time payment status without manual reconciliation.
When a new customer completes a purchase in Square, Redbird creates a matching Salesforce account with contact details, transaction history, and product preferences. Sales teams have full visibility into retail customer relationships from day one.
When a Salesforce opportunity is marked as closed-won, Redbird creates a detailed Square invoice with line items, customer information, and payment terms. Finance teams eliminate manual invoice creation and reduce billing cycle time.
Redbird continuously analyzes Square transaction data to calculate total spend, average order value, and purchase frequency, then updates the corresponding Salesforce contact records. Account executives prioritize outreach based on actual customer spending behavior.
When Square transaction data shows a previously active customer hasn't purchased in 30+ days, Redbird flags the Salesforce account owner with context on purchase history and last interaction. Customer success teams proactively re-engage at-risk accounts.
When contact details, account status, or customer segments are updated in Salesforce, Redbird syncs the changes to Square customer profiles. Retail and payment systems stay current with the latest CRM data without duplicate entry.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce and Square 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-centric CRM structure and Square's transaction-based payment architecture, connecting customer records, opportunities, and revenue data across both platforms.
Redbird maps Square customer profiles to Salesforce accounts and contacts, matches payment transactions to opportunities, and connects Square product catalogs with Salesforce opportunity line items. The AI handles complex matching logic across customer IDs, email addresses, and transaction references. It reconciles Square refunds with Salesforce opportunity adjustments and maintains consistent revenue reporting across both systems.
faster revenue reconciliation than manual CSV exports and data matching
Redbird can pull from Salesforce and Square 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 Square.
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 Square, or from Square 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 customer event, payment transaction, or CRM update in either Salesforce or Square.
Trigger when an opportunity moves to a new stage, especially closed-won or closed-lost.
Trigger when a new account record is added to Salesforce with specific criteria or tags.
Trigger when contact fields like email, phone, or mailing address are modified.
Add new accounts or update existing records with customer and revenue data.
Modify opportunity details including amount, close date, stage, and custom fields.
Record transaction events, payment confirmations, or customer interactions as activities.
Trigger when a Square payment is completed, including amount, items purchased, and payment method.
Trigger when a customer completes their first transaction and a Square customer record is generated.
Trigger when a partial or full refund is processed for a previous transaction.
Generate a new Square invoice with line items, customer details, and payment terms.
Modify customer information including contact details, notes, or custom attributes.
Append contextual notes from Salesforce interactions to Square customer profiles.
Sync Salesforce and Square to unify your customer data and revenue reporting. Stop manually reconciling payments and CRM records.