Sync account data, health scores, and lifecycle signals between your CRM and customer success platform. Stop manually exporting CSVs, reconciling account lists, or building fragile scripts to keep sales and CS aligned on customer status.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically create Totango accounts when opportunities close in Salesforce, triggering onboarding plays and initial health assessments. Include deal size, expected users, and product tier to personalize success motions from day one.
Keep account executives informed by syncing customer health scores, last touchpoint dates, and engagement trends directly to Salesforce account fields. Sales sees real-time CS intelligence without switching tools or requesting exports.
Create Salesforce tasks or opportunities automatically when Totango identifies high usage, feature adoption milestones, or positive health trend changes. Route expansion leads to the right AE based on territory or account ownership rules.
Pull revenue data, renewal dates, subscription tier, and contract terms from Salesforce into Totango to give CSMs complete financial context. Segment customers by ARR bands or product mix for targeted success programs without manual lookups.
Update renewal opportunity stages, add risk flags, or assign tasks to account owners when Totango health scores drop below thresholds. Ensure sales leadership has early visibility into churn risks during pipeline reviews.
Build automated dashboards showing ARR segmented by health score, at-risk revenue by segment, and expansion pipeline sourced from CS plays. Surface the relationship between customer engagement and retention across the entire portfolio without manual joins.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesforce and Totango 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 how Salesforce account hierarchies, opportunity stages, and custom fields map to Totango's health scoring models, lifecycle segments, and success play triggers.
Redbird automatically maps Salesforce standard and custom objects—Accounts, Opportunities, Contacts, and custom relationship fields—to Totango's account structure, user hierarchies, and attribute schemas. It recognizes how your opportunity stages relate to lifecycle milestones, how ARR fields should populate account segmentation, and how to sync multi-level account hierarchies without duplication. You don't need to write field mapping logic or maintain sync scripts as your schemas evolve.
faster than building custom Salesforce-Totango sync with APIs and middleware
Redbird can pull from Salesforce and Totango 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 Totango.
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 Totango, or from Totango 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 Totango—closed deals, health score changes, stage updates, or risk alerts.
Trigger when a Salesforce opportunity reaches closed-won stage to initiate customer onboarding workflows.
Detect changes to account tier, ARR, renewal date, or custom fields to keep Totango segments current.
Fire when a renewal opportunity is generated in Salesforce to align CS plays with sales timelines.
Write health scores, engagement data, or CS notes into Salesforce account custom fields.
Generate expansion opportunities or update renewal stage based on CS signals from Totango.
Create Salesforce tasks for AEs when Totango detects churn risk or expansion opportunity.
Trigger when a Totango health score moves above or below defined thresholds to alert sales teams.
Fire when a customer completes an onboarding or adoption milestone to update Salesforce records.
Detect when CSMs flag accounts as at-risk in Totango to trigger sales intervention workflows.
Sync new customers or update account attributes in Totango when Salesforce data changes.
Push Salesforce revenue, product, or relationship data into Totango health score calculations.
Trigger automated CS workflows in Totango based on Salesforce deal characteristics or milestones.
Sync Salesforce and Totango in minutes, not sprints. Redbird handles the data mapping, transformations, and ongoing maintenance so your RevOps and CS Ops teams can focus on strategy instead of integration work.