Connect Google Slides and
Pipedrive with AI

Automate sales presentation updates and pipeline reporting without copying data between systems. Redbird AI syncs your Pipedrive pipeline metrics, deal stages, and forecasts directly into Google Slides decks — so your team can stop rebuilding sales reports every week.

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.

Auto-update monthly sales review decks with current pipeline metrics

Pull live deal counts, win rates, and revenue forecasts from Pipedrive into recurring executive presentation templates. Redbird refreshes charts and tables in your Google Slides deck as pipeline data changes, eliminating manual copy-paste from CRM exports.

Generate deal-specific pitch decks with account context from Pipedrive

Automatically populate Google Slides templates with deal value, contact names, company details, and activity history from Pipedrive records. Sales reps get tailored presentations without rebuilding slides for each prospect meeting.

Sync board meeting slides to Pipedrive as activity notes and attachments

When you finalize quarterly business review or board decks in Google Slides, Redbird attaches the presentation to relevant Pipedrive deals and logs updates as activities. Leadership visibility connects back to pipeline context without manual filing.

Create pipeline stage analysis slides from weekly CRM performance data

Build conversion funnel visuals, stage velocity charts, and rep performance tables in Google Slides using fresh Pipedrive stage progression data. Redbird updates presentations automatically so sales ops delivers accurate insights without spreadsheet pivots.

Archive final client proposals from Slides as Pipedrive deal attachments

When sales teams finalize proposal decks or capability presentations in Google Slides, automatically save them to the corresponding Pipedrive deal record. Complete deal history stays in your CRM without manual file uploads.

Alert sales leadership when pipeline forecast slides are ready for review

After updating forecasting decks with latest Pipedrive close dates and deal amounts, trigger Pipedrive activities or email notifications to prompt manager review. Reporting workflows stay visible in the CRM where teams already work.

Live in four steps

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

01

Connect your accounts

Authorize Google Slides and Pipedrive 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 Pipedrive's sales pipeline structure and Google Slides' presentation schema, so you can automate reporting flows that respect deal stages, custom fields, and slide layouts.

AI that reads CRM data and writes presentation content

Redbird maps Pipedrive deal objects, stage transitions, activity logs, and custom field values to Google Slides text placeholders, chart data ranges, and table structures. The platform recognizes when pipeline metrics need formatting as currency, percentages, or date ranges, and applies the right presentation styling automatically. You define template layouts once, and Redbird keeps them updated as your sales data evolves — no manual chart rebuilding or table reformatting required.

Deal and contact field mapping
Pipeline stage and forecast sync
Chart and table auto-population
Presentation template logic
10×

faster than exporting CSVs, pivoting data, and updating slides manually

No need for spreadsheet intermediaries, chart copy-paste, or weekly deck rebuilds

Auto-generated reports

Redbird can pull from Google Slides and Pipedrive 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 Google Slides or Pipedrive.

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 Google Slides into Pipedrive, or from Pipedrive back into Google Slides. 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 presentation updates in Google Slides or pipeline changes in Pipedrive — Redbird handles the rest.

Google Slides
Triggers & Actions
Trigger

Presentation created

Fires when a new Google Slides deck is created in a specific folder or with a naming pattern.

Trigger

Slide content updated

Detects changes to text, charts, or tables in tracked presentation templates.

Trigger

Deck shared with user

Triggers when presentation sharing permissions are granted to specific people or groups.

Action

Update slide with CRM data

Replace placeholders or refresh charts in existing slides with current Pipedrive metrics.

Action

Create new presentation from template

Generate a new Google Slides deck from a master template, populated with deal-specific data.

Action

Add slide to existing deck

Insert new slides with formatted content into a specific position in an existing presentation.

Pipedrive
Triggers & Actions
Trigger

Deal stage changed

Fires when a Pipedrive deal moves to a new pipeline stage or reaches a milestone.

Trigger

Deal won or lost

Triggers when a deal's status is marked as won or lost in the pipeline.

Trigger

Activity completed

Detects when scheduled calls, meetings, or tasks are marked complete in Pipedrive.

Action

Create deal note with presentation link

Add a timestamped note to a Pipedrive deal record with a link to the related Google Slides deck.

Action

Attach slide deck to deal

Upload a Google Slides presentation as a file attachment on a specific Pipedrive deal.

Action

Update deal custom field

Write presentation URL or approval status into a Pipedrive deal's custom field for tracking.

Google Slides
+
Pipedrive

Ready to connect your stack?

Stop rebuilding sales decks manually. Connect Google Slides and Pipedrive with Redbird AI and automate the reporting workflows that keep your revenue team aligned.

Get started → Book a demo