Sync CRM data to your warehouse and transform it into analysis-ready models automatically. Stop exporting CSVs, writing one-off scripts, or waiting on engineering to update sales dashboards.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull deal, contact, and activity data from Pipedrive into your warehouse, then trigger dbt models to build clean, tested dimensions and fact tables. Surface conversion metrics, pipeline velocity, and rep performance without manual SQL updates.
When dbt models refresh with customer health scores, product adoption metrics, or account segmentation, push those insights back to custom fields in Pipedrive. Give sales reps the context they need without switching tools.
When dbt builds weekly aggregates for win rates, average deal size, or time-in-stage metrics, sync those summaries back to Pipedrive insights. Replace manual reporting cycles with always-current pipeline analytics.
Trigger Pipedrive notifications or task creation when dbt tests detect anomalies in deal amounts, missing stage transitions, or duplicate contacts. Catch data hygiene issues before they corrupt downstream dashboards.
When deals move to closed-won in Pipedrive, pull full deal history, associated activities, and contact touchpoints into your warehouse. Let dbt models join CRM data with marketing and product analytics for multi-touch attribution.
After dbt models calculate quarterly quotas, territory assignments, or predictive close probabilities, update Pipedrive deal and person records automatically. Keep sales planning data consistent across your stack.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize dbt 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 AI understands both dbt's model definitions and Pipedrive's deal pipeline structure, so you can automate transformations without wrestling with API limits or schema mappings.
Redbird reads your dbt project YAML and Pipedrive custom fields to understand how deals, contacts, activities, and stages map to your dimensional models. It knows when to trigger incremental model runs based on CRM sync timing, and how to push calculated metrics back to the right custom field types. No need to hand-code API calls or maintain brittle sync scripts that break when pipeline stages change.
faster than building custom Airflow DAGs to sync Pipedrive extracts and trigger dbt runs
Redbird can pull from dbt 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 dbt 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 dbt into Pipedrive, or from Pipedrive back into dbt. 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 from any dbt model run or Pipedrive pipeline event and build automations that keep your sales data and analytics in perfect sync.
Trigger when specific models finish building, including test results and row counts.
Fire when data quality tests fail on source data or transformed models.
Detect when Pipedrive source data becomes stale in your warehouse.
Trigger targeted model runs or full DAG refreshes based on CRM data changes.
Modify source freshness configs or schema definitions programmatically.
Pull calculated metrics and aggregates from materialized tables or views.
Fire when opportunities progress through pipeline stages or revert to earlier steps.
Trigger on deal closure with outcome status and final value.
Detect when sales reps add new leads or accounts to Pipedrive.
Write calculated scores, segment labels, or forecast data to deal or contact fields.
Add follow-up actions for reps based on data quality issues or model outputs.
Attach enrichment data or analysis summaries as timestamped notes on records.
Sync Pipedrive and dbt in minutes. Build automated workflows that keep your CRM data and analytics warehouse in sync without custom scripts or engineering bottlenecks.