Sync Salesforce CRM data to The Trade Desk for smarter audience targeting, track programmatic campaign performance back to pipeline, and eliminate manual CSV exports between your sales and advertising systems. Redbird AI automates the data flow so your revenue and media teams stay aligned.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push Account and Contact data from Salesforce opportunity stages into The Trade Desk as custom audiences. Keep target account lists fresh as deals progress through your pipeline, ensuring your programmatic spend focuses on active opportunities and high-fit accounts.
Flow impression, click, and video completion data from The Trade Desk campaigns back into Salesforce Lead and Contact records. Surface which prospects have been exposed to your ads, how many times, and across which channels—giving sales teams context before outreach.
Connect The Trade Desk campaign performance metrics with Salesforce Opportunity and revenue data to measure true marketing ROI. Automatically calculate cost-per-opportunity, influenced pipeline, and closed-won revenue by campaign, channel, and audience segment without manual data stitching.
Automatically create and update suppression lists in The Trade Desk when Salesforce Opportunities reach Closed Won stage. Stop wasting ad spend on existing customers or in-flight deals, and shift budget toward net-new prospect acquisition.
Monitor The Trade Desk impression and engagement data for accounts in your Salesforce pipeline. Send real-time Slack or email alerts to account owners when target companies show increased ad interaction, signaling buying intent and optimal timing for outreach.
Automatically create and refresh The Trade Desk audience segments from Salesforce Lead Status, Opportunity Stage, or custom field values. Run stage-specific messaging to MQLs, nurture sequences for SQLs, or upsell campaigns to existing customers—all from your single source of truth in Salesforce.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce and The Trade Desk 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 AI understands Salesforce CRM schemas and The Trade Desk audience, campaign, and reporting APIs—so your revenue and media teams can activate data across both platforms without engineering dependencies.
Redbird maps Salesforce Account, Contact, Lead, and Opportunity objects to The Trade Desk's audience taxonomy, campaign hierarchies, and conversion tracking pixels. Our AI handles field normalization between CRM identifiers and hashed PII formats, manages audience segmentation logic, and reconciles campaign performance data back to pipeline records. Whether you're syncing account lists for ABM or enriching Opportunities with impression data, Redbird handles the schema translation automatically.
faster audience activation than manual CSV uploads and CRM lookups
Redbird can pull from Salesforce and The Trade Desk 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 The Trade Desk.
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 The Trade Desk, or from The Trade Desk 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 The Trade Desk—from opportunity stage changes to campaign performance thresholds.
Trigger workflows when deals move between pipeline stages or reach specific milestones like Closed Won.
React to changes in account tier, industry, lead score, or custom segmentation fields.
Kick off automations when new prospect records enter Salesforce from forms, imports, or integrations.
Write campaign exposure, ad spend, or engagement metrics back to custom Opportunity fields.
Enrich existing records or create new Leads based on ad engagement data from The Trade Desk.
Sync ad exposure data into Salesforce Campaigns to track multi-touch attribution.
Trigger when spend, impressions, CTR, or conversion rate crosses defined benchmarks.
React when custom audience lists are refreshed or membership counts change significantly.
Start workflows when tracked users complete desired actions tied to Trade Desk campaigns.
Push CRM-based account or contact lists into The Trade Desk as targetable or suppression audiences.
Programmatically modify spend allocation or bidding based on Salesforce pipeline signals.
Control campaign status based on CRM triggers like quota attainment or opportunity volume.
Sync Salesforce and The Trade Desk to close the loop between advertising and revenue. Redbird AI makes it easy to activate CRM data in your DSP and track campaign impact back to pipeline.