Redbird AI syncs sales data from Pipedrive to Totango automatically, so customer success teams can start onboarding with complete context. Stop exporting deal data, manually updating customer records, or chasing sales for handoff details.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When a deal moves to won in Pipedrive, create or update the customer account in Totango with contract value, close date, product details, and sales owner. CS teams start onboarding with full sales context without asking for handoff notes.
When a customer's health score in Totango falls into the red zone, create an upsell or renewal opportunity in Pipedrive and assign it to the account executive. Sales and CS collaborate on retention before contracts expire.
Pull historical deal data, sales activities, and communication logs from Pipedrive into Totango customer profiles. CS teams see the entire sales journey, understand promises made during the sales cycle, and tailor onboarding accordingly.
When Totango detects positive health scores, feature adoption milestones, or completed success plays, automatically create expansion opportunities in Pipedrive with context on usage patterns and engagement. Sales reaches out at the right moment with data-backed upsell pitches.
When contacts are added, updated, or marked as primary in Pipedrive, reflect those changes in Totango's customer hierarchy. CS always reaches the right stakeholders without manual contact list maintenance.
Combine Pipedrive close dates with Totango onboarding milestones to measure handoff speed, identify bottlenecks, and surface accounts stuck between sales and CS. RevOps gets visibility into the revenue handoff without building custom reports.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Pipedrive and Totango 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 Pipedrive's deal structures and Totango's customer lifecycle models, so you can automate handoffs and sync customer data without mapping fields manually.
Redbird reads Pipedrive's deal stages, custom fields, product catalogs, and contact hierarchies, then maps them intelligently to Totango's account structures, health score inputs, and success program triggers. The AI knows when a closed deal should become a new account versus updating an existing customer, how to preserve contract details and sales context, and which Pipedrive activities should feed into engagement scores. You describe the handoff logic in plain language; Redbird handles schema differences and data transformations.
faster than building custom Pipedrive-to-Totango sync with API scripts
Redbird can pull from Pipedrive and Totango 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 Totango.
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 Totango, or from Totango 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 change in Pipedrive or customer event in Totango, then update either system or route data anywhere in your stack.
Trigger when a deal moves to a new pipeline stage, especially won or lost.
Trigger when a new deal is created or when deal fields like value or close date change.
Trigger when a new contact is added or linked to an organization in Pipedrive.
Create a new deal or update existing deal fields, owner, or pipeline stage.
Log a call, meeting, or note on a deal or contact record in Pipedrive.
Update custom fields, tags, or owner information on organization records.
Trigger when a customer's health score moves above or below a defined threshold.
Trigger when a customer enters or completes an automated success play or lifecycle program.
Trigger when a customer account's lifecycle stage or status changes in Totango.
Create a new customer account or update account attributes, contract details, or segments.
Push new data points into Totango's health score calculation from external systems.
Log a touchpoint or engagement event on a customer timeline in Totango.
Sync Pipedrive and Totango in minutes, not weeks. Redbird AI handles the data mapping, transformations, and ongoing sync so your sales and customer success teams stay aligned.