Connect Heap and
HubSpot with AI

Sync behavioral data from Heap directly into HubSpot contact and company records. Stop exporting CSVs, manually tagging leads by product activity, or losing context between what users do and how sales follows up.

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.

Enrich HubSpot contacts with Heap product engagement scores and interaction history

Automatically push user session counts, feature adoption metrics, and engagement scores from Heap into custom properties on HubSpot contacts. Sales reps see exactly how prospects interact with your product without leaving the CRM. Update records in real-time as behavioral patterns change.

Create HubSpot lists from Heap behavioral segments for targeted campaigns

Sync Heap segments built from retroactive behavioral analysis into HubSpot static or active lists. When users complete key workflows or abandon critical flows, they're automatically added to nurture sequences. No manual list management or stale targeting.

Alert sales when high-value leads hit product activation milestones in Heap

Trigger HubSpot tasks or notifications when Heap detects that a contact has completed onboarding steps, reached usage thresholds, or exhibited power-user behavior. Sales can strike while engagement is hot with context about exactly what the user accomplished.

Push HubSpot deal stage changes into Heap as custom events for closed-loop analysis

Send CRM lifecycle changes back to Heap so you can analyze how product behavior correlates with deal progression. Understand which in-app actions predict closed-won outcomes. Build conversion funnels that span both product usage and sales pipeline stages.

Update HubSpot company properties when aggregate Heap usage patterns change

Calculate account-level engagement metrics from Heap interaction data and sync them to HubSpot company records. Track active user counts, feature adoption rates, and churn risk signals at the account level. Customer success teams see usage health alongside relationship data.

Generate weekly reports combining HubSpot funnel metrics with Heap behavioral insights

Automatically compile reports that show how marketing source, lead score, and campaign touchpoints from HubSpot correlate with product engagement patterns captured in Heap. Understand which acquisition channels deliver users who actually activate and retain.

Live in four steps

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

01

Connect your accounts

Authorize Heap and HubSpot 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 Heap's auto-captured event schemas and HubSpot's contact, company, and deal object structures, so you can connect behavioral analytics to CRM workflows without custom code.

AI that speaks both behavioral analytics and CRM

Redbird maps Heap's event properties, session data, and user segments to HubSpot's contact properties, custom fields, and list memberships automatically. The platform understands how to aggregate interaction-level events into meaningful contact and company attributes, handle identity resolution between anonymous sessions and known contacts, and structure behavioral cohorts as targetable CRM segments. No need to write SQL to summarize event streams or build ETL pipelines to keep records in sync.

Event-to-property mapping
Behavioral segment sync
Session aggregation
Identity resolution
10×

faster than building custom ETL to sync Heap events into HubSpot properties

No data warehouse staging tables, transformation scripts, or scheduled jobs to maintain.

Auto-generated reports

Redbird can pull from Heap and HubSpot 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 Heap or HubSpot.

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 Heap into HubSpot, or from HubSpot back into Heap. 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 user interaction captured in Heap or any CRM event in HubSpot.

Heap
Triggers & Actions
Trigger

User completes conversion funnel

Fires when a user successfully moves through a defined sequence of interactions in Heap.

Trigger

Session engagement score threshold reached

Triggers when a user's session meets specified engagement criteria based on interaction volume or depth.

Trigger

User added to behavioral segment

Activates when Heap assigns a user to a segment based on retroactive behavioral analysis.

Action

Create or update custom event

Send new events into Heap with custom properties for tracking external system actions.

Action

Add user property

Enrich Heap user profiles with attributes from HubSpot like lead source, lifecycle stage, or deal value.

Action

Tag user with account-level data

Apply company or account properties from HubSpot to individual user records in Heap for account-based analysis.

HubSpot
Triggers & Actions
Trigger

Contact lifecycle stage changes

Fires when a contact moves between lifecycle stages like MQL, SQL, Opportunity, or Customer.

Trigger

Deal stage updated

Triggers when a deal progresses through pipeline stages or closes won/lost.

Trigger

Contact added to list

Activates when a contact joins a static or active list, indicating new segmentation or campaign enrollment.

Action

Update contact properties

Enrich contact records with engagement scores, feature usage flags, or last active timestamps from Heap.

Action

Create or update company record

Sync account-level behavioral metrics from Heap into HubSpot company properties for CSM visibility.

Action

Add contact to list

Automatically assign contacts to HubSpot lists based on behavioral segments or interaction patterns detected in Heap.

Heap
+
HubSpot

Ready to connect your stack?

Stop manually bridging the gap between product analytics and CRM. Connect Heap and HubSpot with Redbird to automatically sync behavioral insights into sales and marketing workflows.

Get started → Book a demo