Redbird AI syncs your CRM and payment data automatically. Stop manually updating deal values when payments process, chasing down subscription changes, or exporting CSVs to reconcile revenue against your pipeline.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically move deals to won when the associated Stripe payment completes. Updates deal value to match actual transaction amount and logs payment details as an activity. Keeps your pipeline accurate without manual status changes after every payment.
When a deal moves to won, automatically create or update the Stripe customer record with contact details, billing email, and custom metadata from your CRM. Ensures your payment system has current customer information before invoicing begins.
When customers upgrade, downgrade, or cancel subscriptions in Stripe, automatically adjust the recurring revenue fields and deal values in Pipedrive. Logs plan changes as activities and updates custom fields for MRR tracking. Keeps sales forecasts aligned with actual billing.
Automatically create Pipedrive activities and email notifications when payment failures, dispute chargebacks, or subscription cancellations occur in Stripe. Routes alerts to the deal owner so reps can proactively reach out to at-risk accounts.
Pull pipeline data from Pipedrive and actual revenue from Stripe to build reconciliation reports showing forecast accuracy by rep, product, and stage. Identifies gaps between expected close dates and actual payment timing. Surfaces patterns in payment delays or subscription churn.
Append lifetime value, payment count, last transaction date, and refund history from Stripe directly into Pipedrive custom fields. Gives reps full financial context during renewal conversations without switching systems. Updates automatically as new transactions process.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Pipedrive and Stripe 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 Pipedrive's deal stages and custom fields alongside Stripe's payment objects, subscription lifecycle, and transaction metadata.
Redbird automatically recognizes how Pipedrive deal structures relate to Stripe payment objects — matching organizations to customers, deals to invoices, and custom revenue fields to subscription plans. Our AI handles currency conversions, maps payment status to deal stages, and understands the difference between one-time charges and recurring billing. No manual field mapping or complex integration logic required.
Faster revenue reconciliation than CSV exports and manual lookups
Redbird can pull from Pipedrive and Stripe 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 Stripe.
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 Stripe, or from Stripe 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 pipeline changes in Pipedrive or payment events in Stripe — Redbird handles the rest.
Fires when a deal moves between pipeline stages, especially to won or lost.
Triggers when deal monetary value or custom revenue fields are modified.
Fires when a new company is added to Pipedrive with billing details.
Write payment data, MRR values, or transaction IDs into Pipedrive deal fields.
Log payment events, subscription changes, or billing alerts as activities assigned to reps.
Append transaction details, refund reasons, or payment metadata to deal timeline.
Fires when a one-time or subscription payment successfully processes.
Triggers when customers start new subscriptions or change plans.
Fires on failed charges, expired cards, or customer-initiated chargebacks.
Add new customers to Stripe or update billing details and metadata from CRM records.
Create Stripe invoices based on deal values or custom billing schedules from Pipedrive.
Attach promotional codes or negotiated discounts to customer subscriptions based on CRM data.
Sync Pipedrive and Stripe automatically. Stop reconciling payment data manually and let your CRM reflect actual revenue in real time.