Connect Pipedrive and
The Trade Desk with AI

Sync CRM pipeline data directly to programmatic audiences and pull campaign performance into deal records. Stop manually exporting contact lists, rebuilding audience segments, or copying attribution data between your CRM and DSP.

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 won deals and contacts to The Trade Desk as first-party audiences

Automatically sync contacts from won or high-value Pipedrive deals into The Trade Desk audience segments. Build lookalike audiences from your best customers without CSV exports or manual uploads. Keep programmatic targeting in sync with your actual sales pipeline.

Enrich Pipedrive deals with campaign exposure and engagement metrics

Pull The Trade Desk impression, click, and video completion data back to individual deal records in Pipedrive. See which prospects have engaged with your CTV, display, or video campaigns directly in the sales pipeline. Give reps visibility into ad touchpoints before outreach.

Create suppression lists from lost or churned deals automatically

Build exclusion audiences in The Trade Desk from Pipedrive deals marked lost, unqualified, or churned. Stop wasting ad spend targeting contacts who've already declined or disengaged. Keep suppression lists updated in real time as pipeline statuses change.

Alert sales reps when high-intent accounts engage with programmatic ads

Trigger Pipedrive activities or notifications when contacts from open deals click ads, complete video views, or hit frequency thresholds in The Trade Desk. Surface buying signals from programmatic campaigns directly in the CRM. Prioritize outreach based on ad engagement, not just pipeline stage.

Report on closed revenue by campaign, audience segment, and creative

Match The Trade Desk campaign IDs and audience segments to Pipedrive won deals using contact-level attribution. Build automated reports showing which programmatic tactics drive actual pipeline and revenue. Connect ad spend to closed-won outcomes without manual spreadsheet joins.

Sync account-level firmographics from Pipedrive to The Trade Desk for ABM targeting

Push organization data, industry tags, deal size, and custom fields from Pipedrive into The Trade Desk for account-based audience building. Target programmatic campaigns by pipeline stage, product interest, or territory. Align DSP targeting strategy with active sales opportunities.

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 The Trade Desk 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 stages, contact relationships, and custom fields alongside The Trade Desk's audience taxonomy, campaign structure, and attribution models—no mapping required.

AI that speaks both CRM pipeline logic and programmatic ad operations

Redbird natively interprets Pipedrive's person and organization records, deal stages, activity types, and custom field schemas—then maps them intelligently to The Trade Desk's audience segments, UID2 identifiers, advertiser hierarchies, and campaign lineage. The platform understands when to build inclusion vs. suppression lists, how to structure audiences for lookalike modeling, and which attribution windows match your sales cycle. No pre-built connectors, no field mapping spreadsheets, no API guesswork.

Pipedrive deal stages → TTD audience segments
Contact-level attribution across CRM and DSP
Real-time suppression list updates
Custom field mapping without configuration
10×

faster than building audience syncs with Zapier, Make, or custom API scripts

No CSV exports, manual audience uploads, or middleware platforms needed

Auto-generated reports

Redbird can pull from Pipedrive and The Trade Desk 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 The Trade Desk.

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 The Trade Desk, or from The Trade Desk 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 from any deal update, contact change, or campaign event—Redbird automates the rest across Pipedrive and The Trade Desk.

Pipedrive
Triggers & Actions
Trigger

Deal stage changed

Fires when a deal moves to a new pipeline stage, like qualified, demo scheduled, or closed won.

Trigger

Deal won

Triggers when a deal status is marked as won, capturing revenue and contact details.

Trigger

Contact added to organization

Fires when a new person is linked to an organization record in Pipedrive.

Action

Create or update deal

Add a new deal to the pipeline or update existing deal fields like value, stage, or owner.

Action

Add activity to deal

Log a task, call, or note against a deal record to track touchpoints and engagement.

Action

Update person custom fields

Write data into custom fields on contact records, like campaign exposure or engagement score.

The Trade Desk
Triggers & Actions
Trigger

Campaign performance threshold met

Fires when a campaign reaches defined KPIs like impressions, spend, CTR, or conversion volume.

Trigger

User engagement event recorded

Triggers when a specific user completes an action like video view, click, or conversion event.

Trigger

Audience segment updated

Fires when an audience list is refreshed or membership count changes in The Trade Desk.

Action

Add contacts to audience segment

Push person or organization identifiers into a first-party audience for targeting or lookalike modeling.

Action

Create suppression list

Build or update an exclusion audience to prevent ad delivery to specific contacts or accounts.

Action

Update campaign budget or flight dates

Adjust spend caps, pacing, or scheduling for active campaigns based on CRM pipeline changes.

Pipedrive
+
The Trade Desk

Ready to connect your stack?

Sync Pipedrive deal pipelines with The Trade Desk audiences in minutes. Stop rebuilding segments manually and start closing the loop between programmatic spend and actual revenue.

Get started → Book a demo