Stop manually exporting sales activity reports and uploading engagement data to shared drives. Redbird AI syncs your Salesloft cadences, calls, and prospect interactions directly to SharePoint—automatically organizing sales content, archiving performance data, and keeping your entire revenue team aligned on a single source of truth.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically export all cadence touches, call recordings, and email sequences when deals close or cadences complete. Organize by rep, account, and time period in structured SharePoint folders. Build a searchable archive of what worked across every won and lost opportunity.
Generate and publish weekly activity reports—calls made, emails sent, meetings booked, response rates—directly to your revenue team's SharePoint site. Include performance by rep, cadence effectiveness, and pipeline progression. Replace manual reporting with automated, always-current performance dashboards.
When new messaging guides, battlecards, or email templates are uploaded to SharePoint, automatically update corresponding Salesloft cadence steps and snippets. Keep outbound sequences aligned with latest product positioning and competitive intelligence without manual rep training.
Automatically save every Salesloft call recording and AI-generated transcript to the corresponding account folder in SharePoint. Include metadata like call outcome, attendees, and next steps. Give AEs, CSMs, and executives instant access to customer conversation history.
Monitor Salesloft engagement metrics for strategic accounts—email opens, response rates, meeting attendance. When activity falls below defined levels, post alerts to SharePoint team sites with context and recommended actions. Prevent at-risk deals from going dark.
Pull account-specific research, competitive analysis, and industry reports from SharePoint document libraries into Salesloft account records. Surface relevant content to reps during cadence execution. Arm sellers with context without leaving their workflow.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesloft and SharePoint 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 Salesloft's engagement data model and SharePoint's document structure, folder hierarchies, and metadata schemas—so your sales intelligence flows seamlessly into enterprise content systems.
Redbird maps Salesloft objects—cadences, steps, calls, people, accounts, activities—to SharePoint's site collections, document libraries, folders, and metadata columns. It automatically structures sales data for SharePoint's taxonomy, handles version control, applies appropriate permissions, and maintains document relationships. No need to flatten engagement data into CSV exports or manually tag files—Redbird preserves the full context of sales activities while organizing them into SharePoint's enterprise content framework.
faster than exporting Salesloft reports and manually uploading to SharePoint
Redbird can pull from Salesloft and SharePoint 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 Salesloft or SharePoint.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Salesloft into SharePoint, or from SharePoint back into Salesloft. 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 Salesloft engagement event or SharePoint document update—Redbird handles the connection and keeps both systems in sync.
Fires when a person finishes or is removed from a cadence sequence.
Triggers when a sales rep completes and logs a call with disposition and notes.
Fires when a prospect replies to a Salesloft cadence email.
Add a new account to Salesloft with contact details and custom fields.
Enroll a contact into a specific Salesloft cadence with step customization.
Change the stage of a Salesloft opportunity and sync to connected CRM.
Fires when a new document or file is added to a specific SharePoint library.
Triggers when metadata fields on a SharePoint file are modified.
Fires when a new folder is created in a SharePoint document library or site.
Create a new document in a SharePoint library with specified metadata and permissions.
Add a new folder to a SharePoint library with defined hierarchy and access rules.
Modify metadata columns on an existing SharePoint document for organization and search.
Stop manually bridging sales engagement and enterprise content systems. Redbird AI connects Salesloft and SharePoint so your revenue team's activity, insights, and content stay synchronized across your entire organization.