Connect HubSpot and
NielsenIQ with AI

Sync HubSpot with NielsenIQ to automatically enrich your CRM with retail performance data, market share intelligence, and shopper insights. Stop manually exporting Nielsen reports and updating contact records—Redbird automates the entire flow between your market intelligence and customer data.

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 account records with category market share and velocity data

Automatically update HubSpot company properties with NielsenIQ market share, product velocity, and distribution metrics for each retailer or CPG account. Sales and account teams see current performance context without leaving the CRM. Trigger updates weekly or when Nielsen data refreshes.

Alert account owners when retail performance drops below threshold

Monitor NielsenIQ sales velocity and market share data, then create HubSpot tasks or deals when a customer's category performance declines. Account managers get immediate visibility into at-risk accounts. Configurable thresholds by product category, region, or retailer segment.

Sync closed deals and product launches to Nielsen analytics workflows

When deals close in HubSpot, automatically update NielsenIQ tracking parameters and distribution expectations. Ensures retail measurement aligns with go-to-market timelines and new customer onboarding. Links CRM deal properties to Nielsen product and retailer hierarchies.

Build automated retailer performance reports for account reviews

Pull NielsenIQ sales data, promotional effectiveness, and shopper behavior metrics, then format and attach as PDF reports to upcoming HubSpot meetings or deal stages. Account teams present data-backed reviews without manual report assembly. Schedule by deal stage, meeting type, or calendar trigger.

Segment contacts by category purchase behavior and basket affinity

Use NielsenIQ consumer panel and shopper behavior data to create dynamic HubSpot lists segmented by purchase patterns, category loyalty, or basket composition. Marketing teams launch targeted campaigns based on actual shopping behavior. Refreshes automatically as Nielsen updates panel data.

Capture promotional campaign results and sync to deal close attribution

When NielsenIQ reports promotional lift or pricing effectiveness data, update corresponding HubSpot deals with performance metrics and ROI attribution. Sales and marketing teams see which promotions drove velocity and margin. Links Nielsen promotion IDs to HubSpot campaign tracking.

Live in four steps

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

01

Connect your accounts

Authorize HubSpot and NielsenIQ 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 HubSpot's CRM schema and contact lifecycle stages alongside NielsenIQ's retail measurement hierarchies, product taxonomies, and temporal market data structures.

AI that maps CRM contacts to retail intelligence hierarchies

Redbird automatically matches HubSpot companies and contacts to NielsenIQ retailer accounts, product categories, and geographic markets—no manual field mapping required. The AI understands Nielsen's measurement periods, product UPCs, outlet types, and market definitions, then intelligently joins them to your CRM deal stages, account properties, and custom objects. When Nielsen updates category taxonomies or adds new data feeds, Redbird adapts without breaking your workflows.

Account-to-retailer matching
Product taxonomy alignment
Time-series data normalization
Market share calculations
10×

Faster than exporting Nielsen CSVs and manually updating HubSpot properties

No pivot tables, VLOOKUP formulas, or weekly data prep sessions required

Auto-generated reports

Redbird can pull from HubSpot and NielsenIQ 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 HubSpot or NielsenIQ.

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 HubSpot into NielsenIQ, or from NielsenIQ back into HubSpot. 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 event in HubSpot or NielsenIQ—new deals, market share changes, promotional windows, or contact updates.

HubSpot
Triggers & Actions
Trigger

Deal stage changes

Trigger when a deal moves to a new pipeline stage or closes won/lost.

Trigger

Company property updated

Fire when account type, product category, or custom retailer fields change.

Trigger

Contact enters list

Trigger when a contact joins a specific segment, campaign list, or workflow.

Action

Create or update company record

Add new accounts or update existing properties with Nielsen performance data.

Action

Create task for owner

Assign follow-up tasks to account owners based on market intelligence triggers.

Action

Add contact to list

Segment contacts into lists based on shopping behavior or category affinity data.

NielsenIQ
Triggers & Actions
Trigger

Market share threshold crossed

Trigger when a product or category's market share exceeds or drops below a defined level.

Trigger

Velocity metric updated

Fire when product sales velocity, distribution points, or out-of-stock rates change.

Trigger

New measurement period closes

Trigger when NielsenIQ publishes data for a completed weekly or monthly period.

Action

Query sales performance by retailer

Pull sales, units, and dollar metrics filtered by outlet type, region, or time range.

Action

Retrieve promotional effectiveness data

Fetch lift, incrementality, and ROI metrics for specific promotions or pricing events.

Action

Export consumer panel insights

Extract shopper behavior, purchase frequency, and basket composition data for segments.

HubSpot
+
NielsenIQ

Ready to connect your stack?

Stop manually syncing retail intelligence into your CRM. Connect HubSpot to NielsenIQ with Redbird and automate the flow between market data and customer records.

Get started → Book a demo