Connect Heap and
Totango with AI

Automatically sync behavioral product data from Heap into Totango to drive customer health scoring and success workflows. Stop manually exporting usage reports or building custom pipelines to bridge your product analytics and customer success platforms.

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 customer health scores based on product engagement patterns captured in Heap

Automatically sync behavioral metrics like session frequency, feature adoption rates, and user engagement trends from Heap to Totango. Health scores update in real-time as user activity changes, giving CS teams an accurate view of product usage without manual data pulls.

Trigger customer success plays when users hit critical product milestones or drop-off points

When Heap detects conversion events, onboarding completion, or abandonment in key flows, automatically launch targeted success plays in Totango. CS teams can intervene at the right moment with personalized outreach based on actual product behavior.

Enrich Totango customer profiles with retroactive behavioral segments and journey data from Heap

Sync Heap's retroactively-built user segments and journey analytics into Totango customer records. CS teams gain historical context on how customers discovered features, navigated the product, and changed behavior over time without needing to define tracking upfront.

Alert CS teams when at-risk accounts show declining product usage or friction signals

Monitor Heap's behavioral data for signals like decreased session frequency, increased error rates, or stalled onboarding progress. Automatically create tasks or alerts in Totango when usage patterns indicate churn risk, enabling proactive intervention.

Sync Totango account attributes and lifecycle stages back to Heap for segmented product analysis

Push customer success data like account tier, renewal date, health score, and lifecycle stage from Totango into Heap. Product teams can analyze behavioral patterns by customer segment, comparing how enterprise vs. SMB accounts use features differently.

Generate automated weekly reports combining Heap product metrics with Totango success KPIs

Combine product engagement data from Heap with customer health, adoption rates, and success play outcomes from Totango in unified reports. Leadership gets a complete view of how product usage correlates with retention and expansion without stitching spreadsheets together.

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 Totango 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 AI understands both Heap's auto-captured event schemas and Totango's customer success data models, intelligently mapping behavioral interactions to health metrics and success workflows.

AI that speaks both product analytics and customer success

Redbird maps Heap's event properties, user sessions, and conversion funnels directly to Totango's account hierarchies, health score components, and success play triggers. The AI understands how to aggregate interaction-level data into meaningful account-level metrics, handle retroactive behavioral segments, and structure event data to power lifecycle workflows. No manual field mapping or custom scripts required to bridge granular product telemetry with customer success operations.

Event-to-account aggregation
Health score component mapping
Behavioral segment sync
Lifecycle trigger automation
10×

faster than building custom ETL between Heap and Totango

No data engineering resources, warehouse staging tables, or API script maintenance required

Auto-generated reports

Redbird can pull from Heap and Totango 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 Totango.

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 Totango, or from Totango 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 behavioral event in Heap or customer success milestone in Totango.

Heap
Triggers & Actions
Trigger

User completes conversion funnel

Fires when a user successfully completes a defined multi-step conversion path in your product.

Trigger

Session count drops below threshold

Triggers when a user or account's session frequency falls below a specified engagement level.

Trigger

New behavioral segment match

Activates when users enter a retroactively-defined behavioral segment based on interaction patterns.

Action

Query user journey data

Retrieve complete interaction paths and session sequences for specific users or cohorts.

Action

Export event properties for account

Pull aggregated event data and interaction metrics for all users within a customer account.

Action

Create custom behavioral segment

Define new user segments in Heap based on specific interaction patterns or product usage criteria.

Totango
Triggers & Actions
Trigger

Health score changes status

Fires when a customer's health score moves between red, yellow, or green thresholds.

Trigger

Success play completes

Triggers when an automated customer success workflow or touchpoint sequence finishes.

Trigger

Renewal date approaching

Activates when a customer account reaches a specified time window before contract renewal.

Action

Update account health score

Modify customer health metrics based on product usage data or external signals.

Action

Launch targeted success play

Initiate automated outreach campaigns or intervention workflows for specific accounts or segments.

Action

Create CS task or touchpoint

Generate action items for customer success managers based on product behavior or risk signals.

Heap
+
Totango

Ready to connect your stack?

Stop manually bridging product analytics and customer success. Connect Heap and Totango with Redbird AI to automatically sync behavioral data, update health scores, and trigger the right interventions at the right time.

Get started → Book a demo