Connect Circana and Pardot with AI

Sync retail sales data, market share insights, and category performance directly into your B2B marketing campaigns. Stop manually exporting Circana reports to segment prospects or update nurture tracks based on account performance.

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.

Enrich prospect accounts with category and market share performance data

Automatically pull Circana retail sales and category trend data for prospect accounts and append it to Pardot prospect records. Enable sales and marketing to personalize outreach based on real-time retail performance and competitive positioning.

Trigger nurture campaigns based on retail performance thresholds

Monitor Circana sales velocity, market share changes, or promotional lift metrics for customer accounts. Automatically enroll prospects into targeted Pardot nurture tracks when performance crosses defined thresholds or competitive gaps emerge.

Segment lead lists by retail channel and category performance

Use Circana point-of-sale and panel data to dynamically segment Pardot lists based on retail channel presence, category growth rates, or share trends. Keep audience segmentation current without manual CSV imports or static list management.

Alert account teams when engaged prospects show declining retail metrics

Cross-reference Pardot engagement scoring with Circana sales trends and market share data. Trigger alerts to sales when high-scoring leads show declining retail performance, enabling timely conversations about solutions and recovery strategies.

Push campaign engagement data back to Circana client records

Sync Pardot email engagement, content downloads, and lead scores back to Circana account records. Enable client success teams to see marketing touchpoints alongside retail performance data in a unified view.

Generate account-level performance reports combining marketing and retail data

Merge Pardot campaign attribution and pipeline metrics with Circana sales performance and category data. Automatically produce unified reports showing how marketing engagement correlates with retail outcomes for target accounts.

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 Pardot 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 understands Circana's retail measurement schemas and Pardot's prospect data model, so you can connect market insights to marketing automation without custom development.

AI that reads retail data and marketing records

Redbird maps Circana point-of-sale metrics, panel demographics, market share calculations, and category hierarchies to Pardot prospect fields, custom attributes, lists, and engagement history. The platform interprets time-series sales data, promotional periods, and competitive benchmarks, then translates them into actionable prospect segments and campaign triggers. No need to flatten complex retail datasets or write transformation scripts—Redbird handles multi-dimensional Circana data structures and aligns them with Pardot's B2B marketing workflows.

POS & panel data parsing
Market share calculations
Prospect field mapping
Dynamic list segmentation
10×

faster than exporting Circana CSVs and manually importing into Pardot lists

No data analysts reformatting retail reports or marketers uploading static segmentation files

Auto-generated reports

Redbird can pull from Circana and Pardot 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 Pardot.

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 Pardot, or from Pardot 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 retail performance changes in Circana or marketing engagement events in Pardot.

Circana
Triggers & Actions
Trigger

Market share threshold crossed

Fires when an account's category market share rises above or falls below a defined percentage.

Trigger

Sales velocity change detected

Triggers when point-of-sale data shows significant acceleration or deceleration in sales trend.

Trigger

New promotional period starts

Activates when Circana records a new promotional activity or pricing event for tracked products.

Action

Append category performance to prospect record

Adds retail sales metrics, market share, and category growth data as custom fields on Pardot prospects.

Action

Update account segmentation tags

Modifies Pardot tags or list membership based on current Circana performance tiers or channel presence.

Action

Export filtered retail dataset

Pulls specific Circana data subsets for use in Pardot campaign personalization or reporting.

Pardot
Triggers & Actions
Trigger

Prospect reaches lead score threshold

Fires when a lead's engagement score crosses a defined value in Pardot scoring models.

Trigger

Form submission received

Activates when a prospect completes a Pardot form, landing page, or gated content request.

Trigger

Email engagement milestone hit

Triggers when a prospect opens, clicks, or engages with a defined number of email campaigns.

Action

Add prospect to nurture program

Enrolls leads into specific Pardot engagement studio tracks or drip campaigns based on conditions.

Action

Update custom prospect fields

Writes new data into Pardot custom fields, including retail performance metrics or external identifiers.

Action

Create or update dynamic list

Modifies Pardot list membership rules or adds prospects to static lists based on external data.

Circana
+
Pardot

Ready to connect your stack?

Sync Circana retail insights with Pardot campaigns in minutes. Stop exporting, reformatting, and manually uploading market data to personalize B2B outreach.

Get started → Book a demo