Connect Salesforce and
Synthesio with AI

Sync social listening insights directly into your CRM. Stop manually exporting sentiment reports, copying competitor intelligence into account records, or chasing down brand mentions that should trigger sales outreach.

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.

Auto-enrich account records with brand sentiment and share of voice data

When Synthesio detects mentions of accounts in your pipeline, Redbird automatically writes sentiment scores, conversation volume, and competitive positioning directly into Salesforce account fields. Sales reps see real-time social context without leaving the CRM.

Create leads from high-intent social conversations and trending brand mentions

Synthesio surfaces consumers asking about your product category or expressing pain points. Redbird evaluates intent signals, filters for qualification criteria, and creates net-new leads in Salesforce with full conversation context and sentiment metadata.

Alert account owners when competitors are mentioned alongside their accounts

When Synthesio detects social conversations mentioning both a Salesforce account and a competitor, Redbird triggers tasks for the account owner with sentiment breakdown, share of voice comparison, and links to original posts. Competitive threats surface instantly.

Push closed-won account lists to Synthesio for customer sentiment tracking

When opportunities close in Salesforce, Redbird syncs account names and domains to Synthesio monitoring queries. Customer success and product teams track post-sale sentiment, feature requests, and advocacy signals without manual list management.

Generate executive dashboards combining pipeline data with brand health metrics

Redbird joins Salesforce revenue forecasts with Synthesio sentiment trends, share of voice, and conversation volume. Leadership sees how brand perception correlates with pipeline velocity across regions, segments, and time periods in unified reports.

Archive social crisis events and sentiment drops to opportunity records

When Synthesio detects sudden sentiment shifts or crisis-level conversation spikes about accounts, Redbird writes timestamped summaries, emotion breakdowns, and conversation samples directly to related Salesforce opportunities. Sales teams have full context for renewal conversations.

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 Synthesio 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's object model and Synthesio's social data schemas, so you can connect CRM workflows to consumer intelligence without middleware or custom development.

AI that understands CRM records and social listening data structures

Redbird natively interprets Salesforce objects like Accounts, Leads, Opportunities, and Tasks alongside Synthesio's mentions, sentiment scores, emotion taxonomies, and trending topic clusters. Our AI maps brand mentions to account domains, enriches custom fields with aggregated social metrics, and translates conversation themes into structured CRM data. No need to build field mappings or write transformation logic — Redbird handles schema translation between your revenue system and social intelligence platform automatically.

Account-to-brand matching
Sentiment score enrichment
Conversation-to-lead conversion
Competitive intelligence sync
10×

faster than exporting CSVs from Synthesio and manually updating Salesforce records

No custom API development, no scheduled data dumps, no spreadsheet pivoting to match account names

Auto-generated reports

Redbird can pull from Salesforce and Synthesio 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 Synthesio.

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 Synthesio, or from Synthesio 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 Synthesio social event — no code required.

Salesforce
Triggers & Actions
Trigger

Opportunity stage changes

Fire workflows when deals move through your pipeline or close.

Trigger

New account created

Trigger monitoring setup when sales adds a new strategic account.

Trigger

Lead source or campaign updates

Start enrichment when lead attribution or campaign metadata changes.

Action

Create or update account records

Write social intelligence data directly into account fields and custom objects.

Action

Generate tasks for account owners

Assign follow-up actions with context from social conversations.

Action

Log activities and conversation history

Append social mentions as timestamped activities on relevant records.

Synthesio
Triggers & Actions
Trigger

Brand mention detected

Start workflows when your brand or tracked keywords appear in social conversations.

Trigger

Sentiment threshold crossed

Trigger alerts when sentiment scores drop below or rise above defined levels.

Trigger

Competitor share of voice changes

Fire automations when competitive positioning shifts in tracked markets.

Action

Add accounts to monitoring queries

Automatically update Synthesio tracking lists with new customer or prospect names.

Action

Create custom dashboards

Build new social listening views filtered by CRM segments or account lists.

Action

Export filtered mention sets

Pull conversation samples matching specific CRM criteria for deeper analysis.

Salesforce
+
Synthesio

Ready to connect your stack?

Stop treating social intelligence and CRM data as separate systems. Redbird connects Salesforce and Synthesio so your teams work from one source of truth about customers, prospects, and brand perception.

Get started → Book a demo