AI agents for RevOps Leaders
Slutt å kaste bort tid på manuelt arbeid.
- 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✕ CRM data that's incomplete, outdated or inconsistent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 AI-agenter for RevOps-ledere
Automatisering av dataregistrering
Slutt å kopiere data mellom systemer. Triform overfører, validerer og synkroniserer automatisk data mellom verktøyene dine.
Trigger
Change Detected
API
Related
Data & documents 
HubSpot 
Airtable 
Google Sheets
HubSpot Airtable Google Sheets View use case →
Salgspipeline helse og prognosesammendrag
Skann automatisk CRM-en din, grupper avtaler etter fase og eier, fremhev stagnerte avtaler og produser en klar pipelinerapport for ledelsen.
Trigger
Weekly Schedule
Related
Sales & revenue 
Salesforce 
Slack
Salesforce Slack View use case →
Abonnementsfakturering synkronisering
Synkroniser automatisk abonnementer fra Stripe eller Recurly til regnskapssystemet ditt. Generer MRR/ARR-rapporter og hold kundestatusark oppdatert.
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.