Integration guidelines
A clear way to build. We help you scope the integration against how the Business Suite's data model works, so it fits instead of fighting it.
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Triostack PartnerProgram Handbook
Partner. Elevate. Accelerate.
Free to download
Partner. Elevate. Accelerate. A short guide to the Triostack Partner Program: who we are, the four partner types, the four tiers, and the 28 benefits and privileges compared across them. Read it on your phone, or share it with your team.
Technology partner benefits
An integration should save your customers time and make your product more useful. Technology partners get the guidance to build it properly, the support to finish it, and the visibility to be found once it is live.
Become a technology partnerA clear way to build. We help you scope the integration against how the Business Suite's data model works, so it fits instead of fighting it.
Engineers who answer your questions while you build, with support growing as programmatic access expands.
Approved technology partners receive the specification for the integration they are building, because endpoint and payload details are not published.
Once your integration is live, we can support joint launch activity, so the customers who would use it hear about it.
Your integration is listed where customers look for what works with TriostackOne, once it is live and tested.
Enablement material, demo access and a named partner contact, so you always know who to ask.
Why customers will want it
No extra charge
Integrations in the CRM Integrations Hub are included on every CRM plan, including the trial.
One record
Leads, calls, payments and records land in the same place, with the same assignment rules and follow-ups.
Less copying
Fewer retyped entries and fewer mistakes between tools.
Agree how the integration will be presented to customers, and test it with real data.
Your integration is listed in the integrations directory, and we can support joint launch activity.
Stay in touch with your named partner contact as customers start to use it, and as the platform's programmatic access expands.
Pointing several tools at the CRM
Agree how duplicates should be handled before several tools feed the same lead list.
Skipping the test record
Send a test record from each tool before going live, and check that the fields land where you expect.
Over-broad access
Give each integration only the permissions it needs. Its activity then shows in the audit logs.
Your pricing stays yours. Customers pay nothing extra for integrations in the CRM Integrations Hub, and your own product's pricing is yours to set.
Once it is live and tested, it is listed in the integrations directory, and we can support a joint launch.
Integrations in the CRM Integrations Hub are included on every CRM plan. Your own product's pricing is yours to set.
Endpoint, authentication and payload details are not published. Approved technology partners get the technical specification for the integration they are building.
Integration guidelines and technical partner support, plus a named partner contact once you are approved.
Apply, tell us what you would connect, and we will talk through the use case together.
