Connect Pipedrive and
SPINS with AI

Sync retail sales performance data from SPINS directly into your Pipedrive deals and accounts. Stop manually updating pipeline stages based on retail scan data, copying account performance metrics into CRM notes, or building spreadsheets to connect sales activity with market trends.

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 deal values and stages when SPINS retail sales hit thresholds

Automatically adjust opportunity amounts and advance pipeline stages when SPINS reports retail velocity increases or distribution gains at key accounts. Keep your sales forecast aligned with actual shelf performance without manual data reconciliation.

Enrich Pipedrive accounts with SPINS market share and category trend data

Pull current market share, category growth rates, and competitive positioning from SPINS into custom fields on retailer and distributor accounts in Pipedrive. Give reps the context they need for account planning conversations without switching between systems.

Alert account owners when SPINS shows distribution losses at their accounts

Trigger notifications and create follow-up activities in Pipedrive when SPINS data indicates declining velocities, lost SKUs, or reduced shelf presence at specific retail accounts. Enable proactive outreach before issues escalate.

Sync new Pipedrive retail wins into SPINS tracking and analytics workflows

When deals for new distribution, resets, or promotional placements close in Pipedrive, automatically flag those accounts and time periods in SPINS for performance tracking. Connect sales wins to measurable retail outcomes without manual tagging.

Generate account review reports combining Pipedrive activity with SPINS sales data

Automatically create quarterly business reviews that merge sales touchpoints, deal history, and pipeline from Pipedrive with retail scan data, trend analysis, and category insights from SPINS. Deliver complete account narratives without manual data aggregation.

Update Pipedrive contact records when SPINS shows new product launch performance

Append product-specific velocity metrics, distribution build rates, and early success indicators from SPINS to buyer and category manager contacts in Pipedrive. Equip reps with proof points for follow-up conversations and line review prep.

Live in four steps

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

01

Connect your accounts

Authorize Pipedrive and SPINS 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 Pipedrive's deal structures and custom fields alongside SPINS retail scan data, channel hierarchies, and product taxonomies—so your CPG sales and retail execution data work together.

AI that understands CRM pipelines and retail performance metrics

Redbird maps SPINS product codes, retail banners, and channel segments to your Pipedrive account hierarchies and deal custom fields automatically. The platform recognizes when SPINS velocity metrics correspond to specific deal stages, translates UPC-level scan data into account-level insights, and joins retail performance trends with your sales pipeline without requiring manual field mapping or complex lookup tables.

Account & retailer matching
Product taxonomy alignment
Pipeline stage logic
Multi-week trend detection
10×

faster than exporting SPINS reports and manually updating Pipedrive deals

No CSV exports, vlookups, or weekly data reconciliation sessions

Auto-generated reports

Redbird can pull from Pipedrive and SPINS 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 Pipedrive or SPINS.

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 Pipedrive into SPINS, or from SPINS back into Pipedrive. 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 deal changes in Pipedrive or new retail data in SPINS—Redbird connects both systems in real time.

Pipedrive
Triggers & Actions
Trigger

Deal stage changed

Fires when an opportunity moves to a new pipeline stage or status.

Trigger

Deal won or lost

Triggers when a deal is marked as closed won or closed lost.

Trigger

New organization added

Fires when a new account or retailer is created in Pipedrive.

Action

Update deal custom fields

Write data to custom fields on opportunities, such as retail performance metrics or trend indicators.

Action

Create activity or task

Add a follow-up call, meeting, or to-do assigned to the deal owner or account manager.

Action

Add note to deal or organization

Append formatted notes with retail insights, market data, or performance summaries to records.

SPINS
Triggers & Actions
Trigger

Retail sales threshold crossed

Fires when weekly or monthly velocity exceeds or falls below a defined benchmark at an account.

Trigger

New distribution detected

Triggers when a product gains placement or authorization at additional retail locations.

Trigger

Market share change published

Fires when updated category or brand share data becomes available for tracked segments.

Action

Query product performance by retailer

Retrieve velocity, units sold, and dollar sales for specific SKUs at individual accounts or banners.

Action

Pull category trend report

Fetch aggregated market growth, competitive positioning, and segment analysis for a category or subcategory.

Action

Export account-level scan data

Generate a dataset of retail sales metrics filtered by account, product, and time period for analysis or reporting.

Pipedrive
+
SPINS

Ready to connect your stack?

See how Redbird syncs Pipedrive and SPINS so your CPG sales team always has the latest retail performance data in context—without the manual work.

Get started → Book a demo