Sync retail performance data and market insights directly into your sales pipeline. Stop manually exporting Circana reports to update deal context, forecast accuracy, or account planning decks. Redbird automates the flow between market intelligence and your CRM.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal reaches qualification stage, Redbird pulls relevant retail performance metrics, competitive positioning, and category trends from Circana and attaches them to the account record. Sales reps see real-time market context without switching tools or requesting analyst reports.
Monitor point-of-sale data for accounts in your pipeline and automatically adjust deal probabilities or custom fields when retail performance shifts. Surface at-risk renewals or upsell opportunities based on actual sell-through trends, not just historical patterns.
Redbird identifies open opportunities by retailer or category, pulls corresponding POS and market share data from Circana, and delivers formatted summaries to deal owners. Eliminates the weekly ritual of requesting custom market reports from analytics teams.
Set thresholds for competitor share shifts, promotional intensity, or category disruption. When Circana data crosses those benchmarks for retailers or categories tied to Pipedrive accounts, Redbird notifies the deal owner and logs the event as an activity with context.
When deals close in Pipedrive, send product mix, contract terms, and account details to Circana data lakes or internal BI systems. Enables revenue operations and analytics teams to correlate CRM outcomes with retail performance without manual data handoffs.
Monitor Circana for new distribution points, store openings, or category expansions matching your ICP. Redbird creates pre-populated deals in Pipedrive with relevant market data, assigns them based on territory rules, and logs the triggering event as context.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Circana 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 Circana's multi-dimensional retail datasets and Pipedrive's deal-centric schema, so you can connect market intelligence to pipeline execution without custom ETL or middleware.
Redbird parses Circana's product hierarchies, retailer taxonomies, time-series POS data, and panel metrics, then matches them to Pipedrive accounts, deals, and custom fields based on your business logic. The platform handles UPC-to-product mapping, retailer name normalization, and date range aggregation automatically. You define the relationships once—Redbird maintains the sync as both schemas evolve.
faster than exporting Circana CSVs and manually updating CRM records
Redbird can pull from Circana 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 Circana 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 Circana into Pipedrive, or from Pipedrive back into Circana. 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 Circana or Pipedrive—new data loads, deal stage changes, threshold alerts, or scheduled reports.
Fires when fresh POS, panel, or syndicated data becomes available for specified retailers or categories.
Triggers when your brand or a competitor's share moves beyond defined parameters in Circana reporting.
Activates when Circana identifies price reductions, feature activity, or display support for tracked products.
Pull custom retail performance data filtered by retailer, category, geography, or time period on demand.
Generate comparative analysis of market share, velocity, and distribution from Circana for specified brands.
Save point-in-time retail data extracts to cloud storage or data warehouses for historical analysis.
Fires when an opportunity moves between pipeline stages, enabling context-aware data enrichment.
Triggers when a retailer or brand account is added to Pipedrive, prompting market data lookup.
Activates when opportunity size crosses defined benchmarks, signaling need for deeper market analysis.
Write Circana metrics directly into Pipedrive deal or account fields for inline visibility.
Log a timestamped note or task in Pipedrive with formatted market intelligence from Circana.
Apply labels or filters to opportunities automatically when underlying retail data meets conditions.
See how Redbird syncs Circana market intelligence into Pipedrive in minutes, not sprints. Connect your systems and automate your first workflow today.