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AI agents for RevOps Leaders

停止浪费时间在手工工作上。

  • 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CRM data that's incomplete, outdated or inconsistent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 RevOps 领袖 AI 代理

数据输入自动化

停止在系统之间复制数据。Triform自动在您的工具之间传输、验证和同步数据。

Trigger
Change Detected API
Related
Data & documents HubSpot Airtable Google Sheets
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销售管道健康状况和预测摘要

自动扫描您的CRM,按阶段和所有者对交易进行分组,突出显示停滞的交易,并为领导层生成清晰的管道报告。

Trigger
Weekly Schedule
Related
Sales & revenue Salesforce Slack
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订阅计费同步

自动将Stripe或Recurly的订阅同步到您的会计系统。生成MRR/ARR报告并保持客户状态表更新。

Trigger
Subscription Event API
Related
Finance & accounting Stripe Xero Google Sheets Slack
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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.