Redbird AI connects your sales CRM to your enterprise finance and HR platform. Stop manually exporting deal data for revenue forecasts, reconciling sales rep records across systems, and building commission reports from spreadsheets.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
When deals move to won in Pipedrive, automatically push transaction details to Workday financials with proper revenue codes, customer references, and timing data. Finance teams get real-time sales data without waiting for month-end CRM exports or manual reconciliation.
When employee status changes in Workday—transfers, terminations, or role changes—automatically reassign their Pipedrive deals and contacts to new owners. Prevents orphaned accounts and ensures seamless customer handoffs without RevOps intervention.
Automatically cross-reference won deals in Pipedrive with sales rep compensation structures in Workday to calculate commissions. Eliminates multi-system lookups and spreadsheet-based commission reconciliation that typically takes finance days each quarter.
When sales reps add contacts to Pipedrive, automatically check if they're existing employees in Workday and append department, manager, and cost center information. Helps enterprise sales teams navigate complex org structures and identify decision-makers.
Send real-time notifications to Workday financial planning teams when enterprise deals exceeding threshold values close in Pipedrive. Enables immediate headcount planning, resource allocation, and budget revisions based on actual revenue events instead of delayed reporting cycles.
When new sales employees complete onboarding in Workday, automatically provision Pipedrive accounts with correct permissions, territory assignments, and manager hierarchies. Eliminates IT tickets and ensures new reps have CRM access on day one.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Pipedrive and Workday 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 both Pipedrive's deal stages and custom fields alongside Workday's financial dimensions, employee records, and compensation structures—no manual field mapping required.
Redbird automatically maps Pipedrive deal values, product lines, and close dates to Workday revenue recognition rules, GL codes, and fiscal periods. It understands Pipedrive's person and organization hierarchies alongside Workday's supervisory org structure and cost centers. When you ask to sync commission-eligible deals or match territory assignments to employee locations, Redbird handles the complex join logic across both systems without custom code.
faster than building custom API integrations between sales and finance systems
Redbird can pull from Pipedrive and Workday 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 Workday.
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 Workday, or from Workday 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 employee event in Workday—Redbird monitors both systems in real time.
Fires when a deal moves to won status with final value and close date.
Triggers when any deal moves between pipeline stages or substages.
Fires when a new contact is created in Pipedrive with associated organization.
Reassign deal ownership to a different user with optional transfer notes.
Add follow-up tasks or meetings to specific deals with due dates.
Append timestamped notes to deal records with system sync metadata.
Fires when an employee status changes to terminated with effective date.
Triggers when employee onboarding workflow reaches completion in Workday.
Fires when employee transfers to new role, department, or location.
Post revenue or expense transactions with GL codes and cost centers.
Modify employee custom fields or compensation data through Workday APIs.
Pull current employee counts by department, location, or cost center.
Connect Pipedrive and Workday in minutes. Start automating sales-to-finance workflows without custom development or expensive middleware.