Connect Looker and
Pipedrive with AI

Automate the flow between your BI platform and sales CRM. Stop manually exporting Looker reports to update Pipedrive, or pulling CRM data into your warehouse for analysis. Redbird syncs pipeline metrics, deal data, and sales performance automatically.

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.

Push Looker account health scores directly into Pipedrive deal records

Calculate customer health, expansion opportunity, or churn risk scores in Looker using your centralized LookML models. Automatically write those scores to custom fields on Pipedrive deals so reps see data-driven insights without leaving their CRM.

Sync closed deals from Pipedrive into Looker for revenue attribution reporting

When deals reach 'won' status in Pipedrive, automatically send deal details, close dates, and rep attribution to your data warehouse. Enable Looker dashboards to report on actual sales performance without waiting for nightly ETL jobs.

Alert sales managers in Pipedrive when Looker dashboards detect pipeline anomalies

Monitor deal velocity, conversion rates, and pipeline coverage in Looker. When metrics fall outside expected ranges defined in your LookML models, create tasks or notes in Pipedrive for managers to review with specific reps.

Automatically tag Pipedrive contacts based on Looker product usage segments

Use Looker to identify product adoption patterns, feature usage tiers, or engagement segments from warehouse data. Apply corresponding tags or custom field values to contacts in Pipedrive so sales teams can personalize outreach based on actual behavior.

Send new Pipedrive pipeline stage changes to Looker for real-time funnel analysis

Capture every deal movement between pipeline stages in Pipedrive and log it in your data warehouse. Build Looker explores that show stage duration, drop-off points, and conversion patterns without relying on stale CRM exports.

Update Pipedrive deal custom fields when Looker forecasts change

Maintain forecast models in Looker that incorporate historical win rates, seasonality, and deal characteristics. When forecast predictions update for specific accounts or segments, write projected close probability and timeline back to relevant Pipedrive deals.

Live in four steps

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

01

Connect your accounts

Authorize Looker and Pipedrive 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 Looker's LookML semantic layer and Pipedrive's sales pipeline structure, so your BI metrics and CRM records stay in sync without custom scripts.

AI that reads your data models and CRM schema

Redbird maps Looker explores, dimensions, and measures to Pipedrive's deals, contacts, organizations, and custom fields automatically. It understands which LookML fields correspond to CRM records, handles nested pipeline stages, and preserves your metric definitions when writing data back. No need to manually configure field mappings or write transformation logic for each calculated measure.

LookML explore parsing
Pipeline stage mapping
Custom field detection
Measure-to-field sync
10×

faster than building custom Looker Actions or Pipedrive API scripts

No Python transforms, webhook handlers, or middleware servers to maintain between your BI layer and CRM

Auto-generated reports

Redbird can pull from Looker and Pipedrive 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 Looker or Pipedrive.

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 Looker into Pipedrive, or from Pipedrive back into Looker. 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 dashboard refreshes in Looker or deal movements in Pipedrive—Redbird connects both systems bidirectionally.

Looker
Triggers & Actions
Trigger

Look schedule completes

Trigger when a scheduled Looker Look or dashboard finishes running and new results are available.

Trigger

Metric threshold crossed

Monitor specific measures in a Looker explore and trigger when values exceed or fall below defined thresholds.

Trigger

New row appears in explore

Detect when new records matching filter criteria appear in a Looker explore or derived table.

Action

Query explore and return results

Run a dynamic query against any Looker explore with runtime filters and retrieve formatted results.

Action

Generate and download dashboard PDF

Programmatically render a Looker dashboard with specific filter values and retrieve the PDF output.

Action

Update LookML persistent derived table

Trigger a rebuild of a PDT to refresh cached aggregations based on external events or data changes.

Pipedrive
Triggers & Actions
Trigger

Deal stage changed

Trigger when a deal moves between pipeline stages or changes status in Pipedrive.

Trigger

Deal marked as won or lost

Activate workflows when deals reach final won or lost status with close dates and outcomes.

Trigger

Activity completed

Trigger when sales reps mark calls, meetings, or follow-up tasks as done in Pipedrive.

Action

Update deal custom fields

Write values to standard or custom fields on existing Pipedrive deals with type-aware formatting.

Action

Create or update contact record

Add new contacts or update existing person records with enriched data from external sources.

Action

Add note to deal or organization

Append timestamped notes to deal or organization records with context from other systems.

Looker
+
Pipedrive

Ready to connect your stack?

Sync Looker and Pipedrive in minutes. Let Redbird handle the data mapping, field transformations, and ongoing maintenance between your BI layer and sales CRM.

Get started → Book a demo