Automate sales collateral creation from CRM data. Stop manually copying deal details into pitch decks, building proposals from scratch, or updating sales presentations with fresh pipeline metrics. Redbird syncs Pipedrive deal data into Canva designs, then routes finished assets back to your CRM.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal reaches a specific stage, automatically pull contact details, product specs, and pricing into a branded Canva proposal template. Export the finished PDF and attach it to the Pipedrive deal record for immediate access by your sales team.
Pull conversion rates, revenue data, and top deals from Pipedrive into a Canva presentation template on a schedule. Automatically format charts, update numbers, and generate branded slides without manual data entry or spreadsheet pivots.
Trigger on deals above a revenue threshold entering your pipeline. Populate Canva templates with company name, deal value, product lineup, and contact details from Pipedrive fields, creating personalized presentations ready for your first call.
When a design is marked as approved or published in Canva, attach the exported file directly to the associated Pipedrive deal. Keep all customer-facing materials linked to the right opportunity without manual uploads or misplaced files.
Query Pipedrive for recently closed deals tagged as reference customers. Push company logos, deal size, industry, and testimonial snippets into Canva case study templates, keeping your sales collateral current without design team bottlenecks.
Pull pipeline velocity, win rates, and rep activity by sales territory from Pipedrive. Feed metrics into Canva infographic templates and share branded reports with managers automatically, replacing manual spreadsheet analysis and design requests.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Canva and Pipedrive 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 Canva's design templates, asset structures, and export formats alongside Pipedrive's deal stages, custom fields, and contact hierarchies—so your sales and marketing data flows seamlessly into branded assets.
Redbird maps Pipedrive custom fields, deal properties, and organization data to Canva text boxes, image placeholders, and chart elements without manual field mapping. Our AI interprets your pipeline stages, revenue calculations, and contact attributes, then populates the correct template slots with formatted data. When your CRM schema or Canva brand kit changes, Redbird adapts automatically—no workflow rebuilds required.
faster than exporting CRM reports to spreadsheets, then manually building slides
Redbird can pull from Canva and Pipedrive 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 Canva or Pipedrive.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Canva into Pipedrive, or from Pipedrive back into Canva. 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 deal movement, activity update, or design publish event across Canva and Pipedrive.
Fires when a Canva design is published, shared with a team, or marked with a specific status.
Triggers when changes are made to brand kit assets, templates, or shared design folders.
Activates when a team member generates a new design from a specified Canva template.
Insert text, numbers, images, or chart data into specific Canva template elements and generate a new design.
Render and download a Canva design in specified format, resolution, and page range for external use.
Grant edit or view access to a Canva design for specified users or team groups.
Fires when a deal moves to a new pipeline stage, such as Proposal Sent or Contract Negotiation.
Triggers when a deal is marked as won or lost, capturing final revenue and close date.
Activates when a company or contact record is created in Pipedrive with specified field values.
Upload a document, image, or PDF to a Pipedrive deal record for sales team access.
Write data to specific custom fields on a deal, such as proposal version or asset URL.
Log a new task, call, or meeting activity linked to a deal or contact with due date and owner.
Stop copying deal data into sales decks and manually updating performance reports. Connect Canva and Pipedrive with Redbird to automate branded collateral creation from live CRM data.