Connect Salesforce and
ZoomInfo with AI

Redbird AI syncs contact data, buying signals, and account intelligence between Salesforce and ZoomInfo automatically. Stop manually exporting CSVs, copy-pasting contact details, or letting enrichment data go stale in your CRM.

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 new Salesforce leads with ZoomInfo contact and firmographic data

When a lead enters Salesforce, Redbird automatically queries ZoomInfo for verified contact details, direct dials, company firmographics, and technographic data. The enriched information updates the lead record instantly, giving reps complete context before first outreach.

Sync ZoomInfo buying intent signals to Salesforce opportunity stages

Redbird monitors ZoomInfo intent data for tracked accounts and automatically updates Salesforce opportunity stages or creates new opps when buying signals spike. Sales leaders get real-time pipeline updates driven by prospect behavior, not manual data entry.

Push closed-won accounts from Salesforce to ZoomInfo exclusion lists

When deals close in Salesforce, Redbird automatically adds those accounts to ZoomInfo suppression lists to prevent marketing from targeting existing customers. This keeps prospecting focused on net-new opportunities without manual list management.

Auto-create Salesforce tasks when ZoomInfo detects job changes at key accounts

Redbird watches ZoomInfo for job change signals at target accounts and automatically creates follow-up tasks in Salesforce assigned to the account owner. Reps get alerts to re-engage contacts who've moved to new companies or roles without monitoring intent data manually.

Refresh stale Salesforce contact records with current ZoomInfo data monthly

Redbird identifies contact records in Salesforce that haven't been updated in 30+ days and re-enriches them with the latest ZoomInfo data. Phone numbers, titles, and company information stay current without ops teams running manual refresh campaigns.

Export Salesforce target account lists to ZoomInfo for expansion prospecting

When account lists are tagged in Salesforce for expansion, Redbird pushes them to ZoomInfo and automatically builds lookalike prospect lists based on firmographic and technographic profiles. SDRs get warm leads that match ICP criteria without building queries from scratch.

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 ZoomInfo 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 AI understands both Salesforce object relationships and ZoomInfo data structures, so you can automate enrichment, sync buying signals, and keep contact data fresh without middleware or custom code.

AI that knows Salesforce schemas and ZoomInfo data models

Redbird maps ZoomInfo contact fields to Salesforce lead and contact objects automatically, matching direct dials to phone fields, company size to employee count, and intent topics to custom fields. The AI understands account hierarchies, deduplication logic, and when to update versus create records. You can query across both systems in plain English—ask for contacts with intent signals who don't have recent activity in Salesforce, and Redbird handles the joins.

Lead & Contact Objects
Intent Signal Mapping
Firmographic Enrichment
Account Deduplication
10×

faster than exporting CSVs and manually uploading enrichment data

No data exports, manual matching, or waiting for batch uploads to process

Auto-generated reports

Redbird can pull from Salesforce and ZoomInfo 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 ZoomInfo.

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 ZoomInfo, or from ZoomInfo 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 event in Salesforce or ZoomInfo—new leads, updated intent scores, closed deals, or job changes.

Salesforce
Triggers & Actions
Trigger

Lead created

Fires when a new lead is added to Salesforce from any source.

Trigger

Opportunity stage changed

Triggers when an opportunity moves to a different pipeline stage.

Trigger

Account marked as target

Fires when an account is tagged or added to a specific target list.

Action

Update contact record

Modify fields on an existing contact with fresh data.

Action

Create task for account owner

Assign a follow-up task to the rep who owns the account.

Action

Add account to campaign

Enroll an account in a Salesforce campaign for tracking.

ZoomInfo
Triggers & Actions
Trigger

Intent signal detected

Fires when ZoomInfo identifies buying intent activity for a tracked topic.

Trigger

Contact job change identified

Triggers when a contact moves to a new company or role.

Trigger

Company technographic updated

Fires when ZoomInfo detects new technology adoption at a company.

Action

Export account list

Push a list of accounts to ZoomInfo for prospecting or enrichment.

Action

Add to suppression list

Exclude accounts or contacts from future ZoomInfo searches.

Action

Enrich contact record

Pull verified contact details and company data for a specific record.

Salesforce
+
ZoomInfo

Ready to connect your stack?

Redbird AI connects Salesforce and ZoomInfo so your team can automate enrichment, sync intent data, and keep prospect information current without manual exports or stale CRM records.

Get started → Book a demo