Sync customer records, deal data, and revenue forecasts between your enterprise ERP and sales CRM. Stop manually exporting pipeline reports, reconciling account data across systems, or chasing down invoice status for closed deals.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal reaches 'Won' in Pipedrive, automatically create a sales order in Dynamics 365 with line items, pricing, and customer details. Map custom fields, apply tax rules, and trigger fulfillment workflows without manual order entry.
Keep sales reps informed by pushing invoice generation, payment received, and overdue status from Dynamics 365 back to Pipedrive deal records. Automatically update deal stages or trigger follow-up tasks when payment issues arise.
Pull account balance, credit limit, payment terms, and purchase history from Dynamics 365 into Pipedrive contact records. Give sales teams visibility into customer financial health and purchasing patterns during deal conversations.
When a Pipedrive deal reaches a specific stage, automatically provision a full customer account in Dynamics 365 with billing address, tax ID, payment terms, and credit settings. Ensure finance teams have accurate customer master data before deals close.
Monitor inventory availability in Dynamics 365 and notify Pipedrive deal owners when stock runs low on products in their pipeline. Automatically update deal expected close dates or add notes about delivery timelines based on supply chain data.
Merge pipeline forecasts from Pipedrive with invoiced revenue, collections, and backlog from Dynamics 365. Generate weekly revenue snapshots that reconcile sales predictions with financial actuals for exec dashboards and board reporting.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Dynamics 365 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 both Microsoft's enterprise ERP data model and Pipedrive's sales-focused schema, so you can connect financial systems with sales workflows without custom development.
Redbird reads Dynamics 365 entities like Accounts, Sales Orders, Invoices, and Inventory Items alongside Pipedrive Deals, Organizations, Persons, and Products. It automatically handles field mapping between ERP financial records and CRM sales objects, resolves currency and tax differences, and maintains referential integrity across account hierarchies. Whether you're syncing customer master data, reconciling deal values with invoiced amounts, or enriching sales records with payment history, Redbird adapts to your custom fields and business logic in both systems.
faster than building custom ERP-to-CRM integrations with APIs
Redbird can pull from Dynamics 365 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 Dynamics 365 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 Dynamics 365 into Pipedrive, or from Pipedrive back into Dynamics 365. 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 Dynamics 365 or Pipedrive and take action across both systems.
Fires when a new sales order is created or an existing order is modified in Dynamics 365.
Triggers when an invoice is finalized or when a customer payment is recorded against an account.
Activates when customer account details, credit terms, or billing information changes in Dynamics 365.
Add a new customer record or update existing account details, payment terms, and billing addresses in Dynamics 365.
Create a fully populated sales order in Dynamics 365 with line items, pricing, and customer references from CRM data.
Reserve inventory for pending orders or update available-to-promise quantities based on deal pipeline changes.
Fires when a deal moves between pipeline stages, especially to Won, Lost, or qualified stages.
Triggers when a deal's expected revenue or forecasted close date is modified by the sales rep.
Activates when a sales rep adds a new company or contact record to Pipedrive.
Add invoice numbers, payment status, account balance, or custom financial fields to Pipedrive deal records.
Automatically schedule calls, emails, or tasks for sales reps based on ERP events like overdue invoices.
Change deal stages or adjust expected close dates in Pipedrive when order or payment milestones occur in Dynamics 365.
Sync Dynamics 365 and Pipedrive in minutes with Redbird AI. Stop manually reconciling customer data and deal status across your ERP and CRM.