Sync CRM data with customer success platforms automatically. Stop manually exporting contact lists, updating health scores in spreadsheets, or chasing down renewal data across systems. Redbird AI keeps HubSpot deals, contacts, and lifecycle stages flowing into Totango success plays and health metrics in real time.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal closes in HubSpot, automatically create a corresponding customer record and success program in Totango with key account details, contract value, and onboarding stage. Customer success teams get immediate visibility without waiting for CRM handoffs.
When customer health scores drop or escalate in Totango, automatically update corresponding contact and company records in HubSpot with the latest health status. Sales and account teams see risk signals without logging into separate systems.
When Totango flags accounts for upsell based on product adoption metrics and health scores, automatically generate new expansion deals in HubSpot with context from success plays. Account executives can pursue expansion without manual lead creation.
Pull email open rates, webinar attendance, content downloads, and campaign engagement from HubSpot into Totango customer profiles. Customer success managers can personalize outreach based on what content customers are actually consuming.
When Totango identifies at-risk renewals based on low product usage or declining engagement scores, create tasks and alerts in HubSpot for account owners with full context. Revenue teams can intervene before churn happens.
When contacts move through HubSpot lifecycle stages—from SQL to customer to evangelist—automatically trigger corresponding success plays and touchpoints in Totango. CS workflows adapt to where customers are in their journey without manual program management.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize HubSpot and Totango 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 AI understands both HubSpot's contact and deal structures and Totango's health scoring and success play architecture, so you can automate the handoff between sales and customer success without custom code.
Redbird maps HubSpot deals, contacts, companies, and custom properties to Totango accounts, touchpoints, and health attributes automatically. Our AI understands deal stages, lifecycle stages, contact roles, MRR fields, renewal dates, and how they translate into Totango's health models and success programs. You describe what should sync in plain language—Redbird handles the field mapping, data transformation, and keeps everything current as your schemas evolve.
faster than building CRM-to-CS syncs with traditional iPaaS tools
Redbird can pull from HubSpot and Totango 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 HubSpot or Totango.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from HubSpot into Totango, or from Totango back into HubSpot. 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 event in HubSpot or Totango—new deals, health score changes, lifecycle transitions, or success play completions.
Fires when a HubSpot deal moves to a new pipeline stage, including closed-won or closed-lost.
Fires when a contact transitions between lifecycle stages like lead, MQL, SQL, opportunity, or customer.
Fires when specific company properties update, such as renewal date, contract value, or customer segment.
Add new contacts to HubSpot or update existing contact properties with data from external systems.
Generate new deals in HubSpot pipelines with associated contacts, companies, and custom property values.
Assign tasks to contact or deal owners in HubSpot with custom notes, due dates, and priority levels.
Fires when a customer's overall health score or component scores cross defined thresholds in Totango.
Fires when a customer completes a success play milestone, campaign, or lifecycle touchpoint sequence.
Fires when Totango identifies expansion opportunities based on product usage patterns and engagement signals.
Modify customer account properties in Totango including ARR, renewal dates, segment, or custom attributes.
Log customer interactions or events in Totango as touchpoints with type, notes, and associated users.
Enroll accounts in specific Totango success plays or campaigns based on external events or data changes.
Stop manually syncing HubSpot deals with Totango success programs. Redbird AI keeps your CRM and customer success platform aligned automatically, so revenue and CS teams always work from the same data.