Sync product usage data into financial models and send forecast assumptions back to analytics. Stop manually exporting Heap segments to update revenue drivers, or pulling conversion metrics into spreadsheets before importing to Anaplan.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Connect product usage data directly to your financial models. When conversion rates, feature adoption, or user activation metrics change in Heap, update corresponding driver assumptions in Anaplan revenue forecasts without manual CSV exports.
Share planned headcount, territory assignments, and quota targets from Anaplan with your product analytics team. Automatically create Heap segments based on rep capacity models to analyze product usage patterns by planned sales coverage.
Monitor conversion funnel performance in Heap and automatically adjust subscription revenue drivers in Anaplan. When trial conversion rates shift beyond thresholds, trigger forecast updates to reflect behavioral trends in your financial model.
Compare planned engagement targets in Anaplan against actual user behavior captured in Heap. Send notifications when daily active users, feature adoption rates, or retention cohorts deviate from forecast assumptions, enabling faster plan revisions.
Connect account-level expansion forecasts and upsell targets from Anaplan to Heap user properties. Analyze how customers targeted for expansion actually engage with your product, identifying alignment or gaps between financial plans and usage patterns.
Automatically pull conversion rates, activation metrics, and retention data from Heap alongside corresponding driver assumptions from Anaplan. Create consolidated variance analysis showing where actual behavioral data differs from financial model inputs, with root cause attribution.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Heap 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 Anaplan's multidimensional model structures and Heap's auto-captured event schemas, mapping behavioral data to financial drivers without transformation code.
Redbird interprets Anaplan's dimension hierarchies, line items, and driver relationships alongside Heap's event properties, user attributes, and session data. The platform automatically identifies which conversion metrics, engagement signals, or cohort behaviors correspond to specific revenue drivers, headcount assumptions, or capacity constraints in your models. No need to manually define metric mappings or write custom scripts to bridge product analytics and planning systems.
faster to sync product metrics into financial models vs exporting CSVs and manual imports
Redbird can pull from Anaplan and Heap 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 Anaplan or Heap.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Heap, or from Heap back into Anaplan. 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 plan changes in Anaplan or behavioral events in Heap, then take action across both systems.
Trigger when a new forecast version is published or scenario is locked in Anaplan.
Activate when specific line items, driver assumptions, or calculated metrics change in your model.
Detect when actual vs plan variance for key metrics crosses defined tolerance levels.
Write new actuals, driver assumptions, or external data into specific Anaplan line items across dimensions.
Generate new model versions or planning scenarios based on external data changes.
Trigger recalculation of dependent modules when source data updates from external systems.
Activate when funnel conversion rates shift beyond specified thresholds across user segments.
Trigger when users meet specific behavioral criteria and enter defined segments.
Detect when feature usage, interaction frequency, or adoption metrics cross target levels.
Add custom properties to user profiles based on external data from planning or CRM systems.
Modify behavioral segment criteria to include attributes from financial or operational systems.
Enrich captured events with contextual attributes from Anaplan like plan period, target cohort, or forecast version.
Connect Anaplan and Heap to close the loop between financial planning and product behavior. Stop manual data transfers and let AI keep your models in sync with how customers actually use your product.