Connect Circana and
HubSpot with AI

Sync retail performance data, market share insights, and POS metrics directly into your CRM. Stop manually exporting Circana reports and re-keying sales data into contact records, deal properties, and campaign dashboards.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Sync weekly retail sales performance data to HubSpot deal properties

Automatically push category sales, market share, and velocity metrics from Circana into active deal records. Sales teams see current retail performance alongside pipeline data without switching platforms or waiting for analyst reports.

Enrich account records with competitive market share and category trends

Pull Circana market share data, competitive positioning, and category growth metrics into HubSpot company records. Account teams access retail intelligence directly in the CRM to inform outreach, pricing conversations, and strategic planning.

Alert sales reps when retail accounts exceed market share thresholds

Trigger HubSpot tasks and notifications when Circana data shows an account's products hitting growth milestones or losing shelf share. Reps get timely alerts to celebrate wins or intervene on performance dips without monitoring dashboards manually.

Build automated retail performance reports with CRM context for stakeholders

Combine Circana POS data with HubSpot pipeline metrics, contact engagement, and deal stage to generate unified reports. Marketing and sales leaders see how retail velocity correlates with campaign activity and customer lifecycle stage.

Update Circana analyst notes when HubSpot deals close or promotional campaigns launch

Send deal-closed events, promotional campaign start dates, and pricing changes from HubSpot back to Circana workflows. Analysts contextualize POS trends with known sales and marketing activities for more accurate attribution and planning.

Automate custom segmentation lists in HubSpot based on retail performance cohorts

Create dynamic contact and company lists segmented by Circana metrics like category penetration, promotional lift, or regional sales trends. Marketing teams target campaigns to high-performers, at-risk accounts, or growth opportunities without manual list building.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Circana and HubSpot with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Circana's complex retail data schemas and HubSpot's CRM object structure, so you can map POS metrics, panel insights, and market share data to the right contacts, deals, and custom properties without custom code.

AI that maps retail data to CRM objects automatically

Redbird reads Circana's point-of-sale tables, syndicated panel feeds, market share hierarchies, and product dimensions alongside HubSpot's contact properties, deal stages, company records, and custom objects. The AI intelligently matches SKU-level sales to account records, maps time-series POS data to deal timelines, and enriches contact segments with category and competitive context. You define the business logic once—Redbird handles schema changes, data type transformations, and relationship mapping as both platforms evolve.

POS data to deal properties
Market share to company records
Category trends to contact segments
Promo effectiveness to campaign reports
10×

faster than exporting Circana CSVs and uploading to HubSpot manually

No custom API scripts, data warehouse staging tables, or analyst time spent reformatting spreadsheets for CRM imports

Auto-generated reports

Redbird can pull from Circana and HubSpot simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Circana or HubSpot.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Circana into HubSpot, or from HubSpot back into Circana. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from new Circana data drops, market share shifts, or HubSpot deal updates—then take action across both platforms instantly.

Circana
Triggers & Actions
Trigger

New weekly POS data available

Fires when Circana publishes updated point-of-sale or syndicated data for tracked categories or time periods.

Trigger

Market share threshold crossed

Triggers when a product, brand, or category exceeds or falls below a defined market share percentage.

Trigger

Promotional lift report updated

Activates when Circana calculates new promotional effectiveness metrics or pricing elasticity results.

Action

Query custom sales cohorts

Pull filtered subsets of Circana data by region, retailer, product hierarchy, or time range for targeted analysis.

Action

Export category trend summary

Generate aggregated market share, velocity, and competitive positioning data for specified categories or SKUs.

Action

Retrieve panel purchase behavior

Access consumer panel data including purchase frequency, basket penetration, and demographic breakdowns for enrichment.

HubSpot
Triggers & Actions
Trigger

Deal stage changed

Fires when a HubSpot deal moves to a new pipeline stage, signaling sales progress or contract milestones.

Trigger

Contact enters list or segment

Triggers when a contact or company joins a specific list, workflow, or dynamic segment in HubSpot.

Trigger

Custom property updated

Activates when a deal, contact, or company property changes, such as account tier, territory assignment, or category focus.

Action

Update deal properties

Write retail performance metrics, market share data, or competitive insights into custom or standard deal fields.

Action

Create or update company record

Enrich HubSpot company records with Circana category trends, regional sales data, or promotional response history.

Action

Add contacts to targeted list

Automatically segment contacts or accounts into HubSpot lists based on Circana performance cohorts or retail thresholds.

Circana
+
HubSpot

Ready to connect your stack?

Stop manually reconciling retail data and CRM records. Redbird AI syncs Circana insights into HubSpot automatically, so your sales and marketing teams always have the latest market intelligence at their fingertips.

Get started → Book a demo