Automate the handoff from sales to customer success. Stop manually syncing engagement history, chasing down opportunity close dates, and copying account notes between systems. Redbird keeps sales activity and customer health in sync automatically.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When an opportunity closes in Salesloft, automatically create or update the customer record in Totango with full engagement history, cadence touchpoints, and relationship strength. Customer success starts onboarding with complete context on what resonated during the sale.
When a customer health score in Totango falls into at-risk territory, trigger a notification to the account owner in Salesloft and optionally enroll them in a re-engagement cadence. Sales and CS coordinate on save plays before renewals are lost.
When Totango detects expansion triggers—feature adoption milestones, increased seat usage, or engagement spikes—automatically create or update opportunities in Salesloft with scoring context. Sales pursues upsells backed by product usage intelligence.
As prospects move through Salesloft cadences and stages, automatically update their lifecycle stage and touchpoint history in Totango. Customer success gains visibility into sales momentum and handoff readiness before deals close.
Sync contact-level engagement data from Salesloft—email reply rates, call sentiment, meeting frequency—into Totango customer profiles. CS teams identify champions, detractors, and engagement patterns across the buying committee turned customer base.
Combine Totango health scores and success play status with Salesloft pipeline data and engagement metrics. Automated reports surface which at-risk accounts need sales intervention and which healthy customers are ready for expansion conversations.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Salesloft 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 both Salesloft's engagement tracking model and Totango's customer success workflows, so you can automate the revenue lifecycle without custom code.
Redbird maps Salesloft's cadence steps, person-level engagement, and opportunity stages to Totango's customer accounts, health score components, and lifecycle touchpoints. The platform knows how to translate sales activity metrics into CS context—turning email reply rates and call notes into relationship strength indicators, mapping close dates to onboarding kickoff triggers, and syncing account hierarchies across both systems. No manual field mapping or transformation logic required.
faster than exporting Salesloft data, transforming in spreadsheets, and uploading to Totango
Redbird can pull from Salesloft 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 Salesloft 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 Salesloft into Totango, or from Totango 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 sales engagement event in Salesloft or customer success milestone in Totango.
Fires when an opportunity moves to a new stage, including closed-won or closed-lost.
Fires when a person finishes all steps in a Salesloft cadence.
Fires when a contact reaches a threshold for email replies, call connections, or meeting bookings.
Add a new contact to Salesloft or update existing person fields and account associations.
Enroll a contact in a specific Salesloft cadence at a designated step.
Create a custom activity note on an account or opportunity record in Salesloft.
Fires when a customer's overall health score or specific health component crosses a threshold.
Fires when a customer enters a new automated success play or lifecycle campaign.
Fires when a customer account reaches a specified number of days before contract renewal.
Add a new customer to Totango or update account attributes, segments, and lifecycle stage.
Modify a specific health score metric or attribute contributing to overall customer health.
Log a customer interaction or assign a task to a CSM within a Totango account.
Join revenue teams that sync Salesloft and Totango automatically. Get sales engagement and customer health working together in minutes, not weeks.