Connect Gainsight and
Heap with AI

Automatically sync product usage behavior from Heap into Gainsight health scores and customer success workflows. Stop manually exporting CSV files, running queries, or asking product teams for usage reports just to update account health.

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.

Update health scores automatically with real product engagement data from Heap

Pull user session frequency, feature adoption metrics, and engagement trends from Heap directly into Gainsight health score calculations. Redbird monitors behavioral patterns and updates health scores in real-time, eliminating manual data pulls and ensuring CS teams always work from current product usage.

Trigger customer success plays based on product usage milestones captured in Heap

Launch outreach, onboarding sequences, or expansion plays in Gainsight when Heap detects specific behavioral events—like first use of a premium feature, decreased login frequency, or completion of a key workflow. Your CS motions react to actual product behavior, not just CRM status changes.

Enrich Gainsight account records with segmented behavioral cohorts from Heap analysis

Automatically tag Gainsight accounts with Heap-generated segments like 'power users', 'at-risk due to low engagement', or 'activated premium features'. Redbird transforms Heap's behavioral clustering into actionable CS attributes without manual segment exports or data wrangling.

Send Gainsight customer lifecycle stage changes back to Heap for segmentation

Push renewal status, expansion opportunities, risk flags, and CS stage transitions from Gainsight into Heap as user properties. Product and analytics teams can then analyze behavioral patterns by customer health, renewal timeline, or expansion potential without accessing Gainsight directly.

Alert CS teams when product usage patterns indicate churn risk before health scores drop

Monitor Heap engagement metrics—session duration, feature adoption velocity, workflow completion rates—and notify Gainsight when patterns deviate from healthy baselines. Catch early warning signs that traditional health scores miss, giving CS teams time to intervene proactively.

Generate QBR reports combining Gainsight outcomes with Heap behavioral analytics automatically

Compile comprehensive customer review materials that blend Gainsight success metrics, milestones, and relationship data with Heap's product usage analytics and adoption trends. Redbird assembles unified reports showing both the 'what happened' from CS records and the 'how they actually used it' from product behavior.

Live in four steps

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

01

Connect your accounts

Authorize Gainsight and Heap 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 both Gainsight's customer success data model and Heap's event-based behavioral schema, so you can bridge CS outcomes with actual product usage without data engineering.

AI that reads both customer health models and behavioral event streams

Redbird maps Heap's auto-captured interaction events, session properties, and user segments to Gainsight's health score fields, account attributes, and timeline entries. It understands how to aggregate event-level behavioral data into account-level health indicators, match user identities across systems, and translate engagement patterns into CS-ready metrics. No need to define schema mappings or write transformation logic—Redbird handles the translation from granular product clicks to strategic customer health.

Account & user identity matching
Event aggregation to health metrics
Behavioral segment sync
Timeline event mapping
10×

faster than building custom ETL to sync Heap usage data into Gainsight health scores

No data warehouse staging, SQL transforms, or API integration code required

Auto-generated reports

Redbird can pull from Gainsight and Heap 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 Gainsight or Heap.

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 Gainsight into Heap, or from Heap back into Gainsight. 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 any customer success event in Gainsight or product behavior captured in Heap.

Gainsight
Triggers & Actions
Trigger

Health score changes

When an account's health score increases, decreases, or crosses a specific threshold in Gainsight.

Trigger

Renewal date approaching

When a customer's renewal date falls within a specified timeframe or stage changes.

Trigger

Success plan milestone completed

When a customer completes or misses a milestone in their success plan or onboarding journey.

Action

Update account attributes

Write custom fields, tags, or properties to Gainsight account or company records.

Action

Create timeline entry

Log events, notes, or touchpoints to a customer's activity timeline in Gainsight.

Action

Trigger customer success play

Launch automated CS workflows, playbooks, or outreach sequences based on conditions.

Heap
Triggers & Actions
Trigger

User completes event sequence

When a user completes a specific series of interactions or reaches a conversion milestone tracked in Heap.

Trigger

Session frequency changes

When a user's login or session cadence increases, decreases, or falls below a threshold.

Trigger

Feature adoption detected

When a user first interacts with a specific feature, page, or product area captured by Heap.

Action

Add user to segment

Assign users to behavioral cohorts or targeting segments in Heap based on external criteria.

Action

Set user property

Update user-level attributes or custom properties in Heap for enriched behavioral analysis.

Action

Track custom event

Send events from external systems into Heap's event stream for unified behavioral tracking.

Gainsight
+
Heap

Ready to connect your stack?

Stop losing context between customer success workflows and actual product usage. Redbird syncs Gainsight and Heap so your CS team always knows how customers really engage with your product.

Get started → Book a demo