Lead sources
Bring leads into Triostack CRM from ads, listings and forms.
Live today
- Google Ads
- Meta
- LinkedIn Ads
- Justdial
- IndiaMART
- Property portals
The best Business Suite software in India, built to help your business grow. Contact us at +91-8882435276.
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Technology Partner
Technology partners connect their products with TriostackOne, so mutual customers can do more without moving data by hand. Lead sources, messaging, calling, payments, webhooks and APIs: this is where your product plugs in.
If you run a SaaS product and have the engineering capacity to build and maintain an integration, this is your track.
Where your product plugs in
TriostackOne already connects to many services through the CRM Integrations Hub. These are the connection points, with what is live in each.
Bring leads into Triostack CRM from ads, listings and forms.
Live today
Send and log conversations, and put calls on the customer's record.
Live today
Collect against invoices from inside the suite.
Live today
Website and Appointment webhooks, and the Invoicing, Tickets, Blogs and Expense APIs, with specifications shared on request.
Live today
You build a SaaS product that businesses use alongside a CRM, HRMS or finance system.
Your customers would benefit from connecting your product to TriostackOne.
You have engineering capacity to build and maintain an integration.
Anything our customers already use next to a CRM, HRMS or finance system:
Share what you would connect and why. We help you scope the integration against how the Business Suite's data model works.
Use the integration guidelines and webhooks available today, with technical partner support as programmatic access expands.
Once your integration is live, it is listed in the integrations directory, and we can support joint launch activity.
Integrations run inside the same security model as the rest of the platform, so a new connection never becomes the weak link.
Credentials stay on your servers, never in browser or mobile code.
Each integration gets only the permissions it needs, and its activity shows in audit logs.
Send a real test lead or payment and confirm it lands in the right place before customers rely on it.
Who your integration reaches
Businesses on TriostackOne run the Business Suite: sales, messaging, support, people, payroll, learning, projects, finance, email and websites. Your integration reaches the customers who already work across them.
CRM
Leads, deals and follow-ups
Wabiz
WhatsApp inbox and campaigns
Desk
Customer support tickets
HRMS
People and attendance
Payroll
Salaries and compliance
LMS
Courses and training
Projects
Tasks and delivery
Finance
Invoices and payments
Business email
Website
Sites and forms
An example
A company's leads come from many places: a website form, a booking page, an invoicing tool, a helpdesk. Each is fine alone. Together they need to feed one workflow, or someone ends up copying data between screens. Here is how one connection comes together.
Pick the webhook or API that matches what you want to move, for example a website webhook that brings in leads.
Set it up on your side. A developer usually helps, and our team guides yours.
Send a test lead or record and check that the fields land where you expect.
Records now flow into the CRM on their own and follow the same assignment rules and follow-ups as every other source.
Which connection points exist, which services are already live in each, and how a new integration would be scoped.
The specific integration, the technical specification you receive, and the commercial terms. These are agreed with the partnerships team, not published.
If a connection is not supported yet, we say so and tell you what would need work. For calling, that includes your own PBX: ask us what is possible.
Endpoint, authentication and payload details aren't published. Approved technology partners get the technical specification for the integration they're building.
Anything our customers already use next to a CRM, HRMS or finance system: lead sources, telephony, payments, accounting, scheduling and industry tools.
Once it's live and tested, it's 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.
Tell us what you would connect and why. The partnerships team will talk it through with you.
