AI agents for RevOps Leaders
Deja de perder tiempo en trabajo manual.
- CRM data stays clean without manual enforcement
- Tools stay in sync across sales, marketing and CS
- Revenue reports that generate themselves
Your world today
✕ CRM data that's incomplete, outdated or inconsistent
✕ Tools that should sync but don't, creating data silos
✕ Manual reporting that takes hours every week
✕ Forecast accuracy suffering because of bad input data
✕ Reps and managers asking for the same data in different formats
How Triform helps Agentes de IA para líderes RevOp
Automatización de entrada de datos
Deja de copiar datos entre sistemas. Triform transfiere, valida y sincroniza datos automáticamente entre tus herramientas.
Trigger
Change Detected
API
Related
Data & documents 
HubSpot 
Airtable 
Google Sheets
HubSpot Airtable Google Sheets View use case →
Resumen de salud y pronóstico del pipeline de ventas
Escanea automáticamente tu CRM, agrupa tratos por etapa y propietario, resalta tratos estancados y produce un informe de pipeline claro para el liderazgo.
Trigger
Weekly Schedule
Related
Sales & revenue 
Salesforce 
Slack
Salesforce Slack View use case →
Sincronización de facturación de suscripciones
Sincroniza automáticamente suscripciones de Stripe o Recurly a tu sistema contable. Genera informes MRR/ARR y mantén actualizadas las hojas de estado del cliente.
Trigger
Subscription Event
API
Related
Finance & accounting 
Stripe 
Xero Google Sheets Slack
Stripe Xero Google Sheets Slack View use case →
Industries and company types
Start with one flow and scale from there
You don't need to fix your entire data stack at once. Most RevOps leaders start with a single pain point: CRM hygiene, cross-system sync, or weekly reporting. Once that's running, the next automation becomes obvious.