AI agents for RevOps Leaders

Clean data, connected tools and forecasts you can trust. Triform automates the data hygiene, system sync and reporting that RevOps is always chasing.

CRM data stays clean without manual enforcement
Tools stay in sync across sales, marketing and CS
Revenue reports that generate themselves

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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✕ CRM data that's incomplete, outdated or inconsistent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 Agents for RevOps Leader

Data Entry Automation

Stop copying data between systems. Triform automatically transfers, validates, and syncs data across your tools.

Sales Pipeline Health & Forecast Summary

Automatically scan your CRM, group deals by stage and owner, highlight stalled deals, and produce a clear pipeline report for leadership.

Subscription Billing Sync

Automatically sync subscriptions from Stripe or Recurly to your accounting system. Generate MRR/ARR reports and keep customer status sheets updated.

Trigger

Subscription Event API

Industries and company types

Scaleup Enterprise

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.

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