Automate the flow between your CRM and enterprise HR/finance systems. Stop manually syncing customer account data with employee records, chasing headcount reports for sales planning, or reconciling revenue targets with workforce budgets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal closes in HubSpot for a new customer account, automatically create or update corresponding records in Workday to trigger customer success team assignments, onboarding task creation, and resource allocation. Ensure account ownership and staffing plans stay aligned from day one.
Pull current headcount, hiring plans, and departmental budget information from Workday into HubSpot deal records. Give sales teams live visibility into whether prospects have budget authority and hiring momentum to support purchase decisions.
Combine sales pipeline metrics from HubSpot with actual sales team headcount, attrition rates, and hiring pipeline from Workday. Build automated reports that show quota capacity, coverage ratios, and when new hires need to start to hit revenue targets.
Monitor Workday for sales team departures, new hire start dates, or org structure changes. Automatically flag HubSpot deals that lose their owner or territories that fall below coverage thresholds, triggering re-assignment workflows.
When territory assignments, account ownership, or sales role changes happen in Workday, automatically update deal owners and contact assignments in HubSpot. Keep CRM ownership aligned with actual organizational structure and compensation plans.
Pull closed revenue by team and time period from HubSpot and combine with actual headcount and fully-loaded cost data from Workday. Generate automated efficiency metrics for board reporting, compensation planning, and go-to-market strategy reviews.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize HubSpot and Workday 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 HubSpot's sales and marketing data model and Workday's enterprise HR and financial structures, so you can automate across CRM and ERP without custom code.
Redbird maps HubSpot deals, contacts, companies, and pipeline stages to Workday employee records, org hierarchies, cost centers, and position management structures. The platform recognizes when a sales rep in HubSpot corresponds to an employee ID in Workday, when deal ownership should follow org chart changes, and how revenue metrics need to align with headcount and compensation data. No manual field mapping for every workflow.
faster than building custom integrations between HubSpot and Workday APIs
Redbird can pull from HubSpot and Workday 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 Workday.
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 Workday, or from Workday 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 Workday and take action across both systems.
Trigger when a deal moves to a new pipeline stage like closed-won, contract sent, or negotiation.
Trigger when deal ownership changes due to reassignment or territory adjustments.
Trigger when key contact fields update like job title, department, or decision-maker status.
Write data back to custom or standard HubSpot deal fields like headcount data or budget authority.
Add new companies to HubSpot or enrich existing records with workforce and financial context.
Change deal ownership in HubSpot based on org structure or territory changes from Workday.
Trigger when a new employee starts or an existing employee leaves, especially in sales or customer-facing roles.
Trigger when org structure updates like department moves, manager changes, or territory reassignments occur.
Trigger when employee job profiles, compensation plans, or quota assignments are modified.
Add new employee records in Workday when customer success or account management roles need provisioning.
Adjust cost center or project allocations in Workday based on account assignments or deal outcomes.
Modify headcount plans, open requisitions, or staffing models based on pipeline coverage needs.
Stop manually reconciling CRM and ERP data. Redbird connects HubSpot and Workday so your revenue, finance, and people teams work from the same source of truth.