Automatically sync payment data into your CRM and customer records into your POS. Stop manually matching Square transactions to Pipedrive deals, copying customer information between systems, or building reports that combine sales pipeline and payment data.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically generate new deals in Pipedrive when customers complete Square invoice payments. Capture revenue opportunities from recurring or project-based billing without manual deal entry. Keep your pipeline accurate and up-to-date with actual payment activity.
Sync actual payment amounts from Square directly into Pipedrive deal values as transactions complete. Replace estimated deal sizes with real revenue data automatically. Maintain accurate forecasting and pipeline metrics without manual reconciliation.
Automatically generate and send Square invoices or payment links when deals move to won stages in your pipeline. Reduce time-to-payment by eliminating manual invoice creation. Create a seamless handoff from sales close to payment collection.
Automatically append Square transaction history, payment methods, and purchase frequency to Pipedrive contact records. Give sales reps visibility into actual buying behavior and payment patterns. Enable more informed conversations based on complete customer financial data.
Trigger notifications in Pipedrive when Square processes refunds or chargebacks tied to closed deals. Keep sales teams informed of revenue adjustments that impact their commissions and targets. Enable proactive customer outreach when payment issues occur.
Automatically build reports that compare Pipedrive forecasted revenue against actual Square payment volume. Surface discrepancies between what's in your pipeline and what customers are actually paying. Deliver consolidated sales and finance reports without manual data gathering from both systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Pipedrive and Square 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 the relationship between Pipedrive's deal stages and contact records and Square's transactions, invoices, and customer payment profiles—so your sales and financial data stay synchronized without custom code.
Redbird maps Pipedrive's deal structures, custom fields, pipeline stages, and person/organization hierarchies to Square's transaction records, invoice statuses, customer profiles, and payment methods. The platform automatically handles currency formatting, tax calculations, and refund adjustments across both systems. It recognizes when a Square customer matches a Pipedrive contact by email, phone, or name variations, then maintains bidirectional sync of customer data, payment history, and deal values without manual field mapping or transformation logic.
faster than manually matching Square payments to Pipedrive deals
Redbird can pull from Pipedrive and Square 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 Pipedrive or Square.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Pipedrive into Square, or from Square back into Pipedrive. 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 deal stage change in Pipedrive or transaction event in Square, then take action across both platforms.
Fires when a deal moves to a new pipeline stage, including won, lost, or custom stages.
Triggers when a deal is marked as won, capturing the final deal value and close date.
Fires when a contact or company record is created in Pipedrive.
Add new deals or modify existing deal values, stages, and custom fields.
Modify person or organization records with new data, including custom fields and notes.
Log sales activities, meetings, calls, or notes against deals and contacts.
Fires when a customer completes a card, cash, or digital wallet payment through Square.
Triggers when a Square invoice is fully paid or marked complete.
Fires when a refund or partial refund is issued for a Square transaction.
Generate new Square invoices with line items, customer details, and payment terms.
Modify Square customer records with contact information, notes, or reference IDs.
Generate and send Square payment or checkout links to customers via email or SMS.
Sync Pipedrive and Square in minutes, not weeks. Stop manually reconciling sales data with payment records and start automating the flow between your CRM and payment processing.