Redbird AI automatically syncs prospect intelligence and account research between ZoomInfo and SharePoint. Stop manually exporting contact lists, copying company data into documents, or updating account folders with the latest buying signals.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a new account folder is created in SharePoint, automatically pull the complete ZoomInfo profile including contacts, technographics, and firmographics. Keep every account folder updated with the latest intelligence data without manual exports.
Automatically compile ZoomInfo buying intent signals into formatted reports stored in SharePoint libraries. Sales and marketing teams get weekly intelligence digests without building exports or formatting data manually.
When sales uploads an account list to a designated SharePoint folder, automatically send it to ZoomInfo for enrichment and append updated data back to the original file. Turn static spreadsheets into intelligence-rich prospect databases.
Automatically save timestamped copies of ZoomInfo prospect research and contact exports to SharePoint document libraries. Create an auditable archive of all intelligence data used in outbound campaigns and sales motions.
When ZoomInfo identifies accounts showing strong buying signals, automatically create alert documents in relevant SharePoint team sites. Revenue teams see priority opportunities without monitoring multiple dashboards.
Automatically refresh competitive intelligence documents stored in SharePoint with current technographic data from ZoomInfo. Sales enablement materials stay current without manual research or document updates.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize SharePoint and ZoomInfo 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 both SharePoint's document libraries and metadata schemas and ZoomInfo's contact, company, and intent signal data structures.
Redbird's AI automatically maps ZoomInfo fields like company size, revenue, technographics, and intent topics to SharePoint column metadata and document properties. It understands folder structures, content types, and managed metadata — intelligently organizing prospect intelligence into your existing taxonomy. When ZoomInfo data changes, Redbird updates the corresponding SharePoint metadata and document content without breaking version control or approval workflows.
Faster than exporting ZoomInfo data and manually uploading to SharePoint folders
Redbird can pull from SharePoint and ZoomInfo 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 SharePoint or ZoomInfo.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from SharePoint into ZoomInfo, or from ZoomInfo back into SharePoint. 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 SharePoint or ZoomInfo and route intelligence data exactly where teams need it.
Trigger when a new account or project folder is added to a SharePoint document library.
Trigger when a document like an account list or prospect spreadsheet is uploaded to a designated location.
Trigger when specific columns or managed metadata fields are modified on a SharePoint file.
Generate a new document in SharePoint from a template populated with external data.
Modify SharePoint column values, managed metadata tags, or document properties.
Create or update documents in specific SharePoint libraries with formatted data.
Trigger when ZoomInfo identifies an account showing research or purchase intent signals.
Trigger when ZoomInfo updates phone numbers, email addresses, or job titles for tracked contacts.
Trigger when firmographic, technographic, or organizational data is updated in ZoomInfo.
Look up and append ZoomInfo firmographic, revenue, and employee data to existing company records.
Search ZoomInfo for contacts based on title, department, seniority, or company attributes.
Retrieve current buying signals, intent topics, and engagement scores for specified accounts.
Redbird AI syncs SharePoint and ZoomInfo so your prospect intelligence flows automatically into the documents and folders your teams actually use.