Redbird AI syncs product engagement data from Heap directly into Pipedrive deals and contacts. Stop manually exporting user behavior reports or asking analytics for data. Give your sales team real-time product usage insights in the CRM they already use.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically calculate and sync engagement scores based on Heap session data, page views, and feature usage directly to custom fields in Pipedrive deals. Sales reps see which accounts are actively using the product without leaving their pipeline view.
Monitor Heap events for key activation behaviors like completing onboarding flows or using core features multiple times. Trigger automatic activities in Pipedrive to prompt timely follow-up calls when prospects show buying intent through their product behavior.
When deals move to closed-won in Pipedrive, enrich Heap user profiles with revenue data, deal size, and sales cycle length. Product teams can analyze which in-app behaviors correlate with conversion and optimize onboarding flows accordingly.
Automatically detect users exhibiting high-intent behaviors in Heap—like visiting pricing pages multiple times or exploring enterprise features. Create or update Pipedrive contacts with engagement context so sales can reach out to warm leads proactively.
Monitor Heap for decreased session frequency or feature abandonment among trial accounts. Automatically flag at-risk deals in Pipedrive by moving them to a re-engagement stage or creating follow-up activities for account executives to intervene.
Aggregate Heap interaction data by account and automatically attach formatted engagement summaries to Pipedrive deals weekly. Sales teams get insights on feature adoption, session trends, and user counts without requesting custom reports from analytics.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Heap 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 Heap's auto-captured event schemas and Pipedrive's deal structures, so you can connect product behavior to sales outcomes without custom engineering.
Redbird maps Heap's session data, event properties, and user segments to Pipedrive's deals, contacts, and custom fields automatically. Our AI handles retroactive event lookups, aggregates behavioral metrics across time windows, and enriches CRM records with the precise engagement context your sales team needs. No need to build ETL pipelines or write transformation logic—Redbird translates between Heap's interaction tracking and Pipedrive's sales data model natively.
faster than building custom Heap-to-Pipedrive sync scripts
Redbird can pull from Heap 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 Heap 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 Heap into Pipedrive, or from Pipedrive back into Heap. 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 user interaction in Heap or pipeline change in Pipedrive—Redbird handles the rest.
Fires when a user completes a defined series of interactions tracked in Heap, like a multi-step onboarding flow.
Triggers when a user or account hits a specific number of sessions within a time period, indicating active engagement.
Detects when users interact with premium or enterprise-tier features flagged as conversion indicators.
Enrich Heap user profiles with CRM data like deal stage, company size, or sales owner for segmentation.
Log a custom event in Heap when sales activities occur, like demo completion or contract signature.
Automatically assign Heap users to behavioral segments based on CRM attributes synced from Pipedrive.
Fires when a deal moves between pipeline stages, enabling product engagement analysis by sales phase.
Triggers when a deal reaches a closed state, allowing you to sync outcome data back to product analytics.
Detects when sales reps complete scheduled activities like calls or demos logged against deals or contacts.
Write product engagement metrics from Heap directly into custom fields on Pipedrive deals for visibility.
Automatically add new contacts to Pipedrive or enrich existing records with behavioral data from Heap.
Attach formatted summaries of product usage or engagement milestones as notes on relevant Pipedrive deals.
Stop exporting CSVs and asking for analytics reports. Connect Heap and Pipedrive with Redbird AI to give your sales team the product insights they need, exactly when they need them.