Product · Integrations & Automation
Connect your stack. Automate the busywork. Keep every system in sync.
Works with the tools your revenue team already uses.
How The Sync Works
Every conversation flows straight into the right systems.
Connect once and TRAQ handles the rest. From the moment a call is scheduled to the follow-up that closes the loop, your data stays accurate everywhere—no copy-paste, no missed logs, no stale pipeline.
01
Connect
02
Capture
03
Sync
04
Automate
The Connected Stack
Integrations built for the way sales & success teams work.
TRAQ sits at the center of your revenue stack, keeping conversation data flowing between the systems your team depends on every day.
Two-Way CRM Sync
Keep your CRM as the single source of truth—without the manual data entry that kills selling time.
- Auto-log calls, notes & summaries
- Update deal stages and custom fields
- Push AI action items back to records
Salesforce, HubSpot, Zoho, Pipedrive, Monday, AgencyZoom
Dialer & Meeting Tools
Capture every call and video meeting the moment it happens—inbound or outbound, no manual start needed.
- Auto-record & transcribe conversations
- Works with softphones & video platforms
- Match calls to the right contact & deal
Google Meet, Microsoft Teams, RingCentral
Calendar Connections
TRAQ joins scheduled meetings automatically, so reps never have to remember to hit record.
- Auto-join calendar meetings
- Sync attendees, timing & context
- Schedule follow-ups in a click
Google Calendar, Microsoft Calendar
Chrome Extension
Install TRAQ right in your browser and start capturing calls and meetings without ever leaving your workflow.
- One-click recording from any browser tab
- Works with browser-based dialers & video tools
- Auto-attaches recordings to the right contact
Collaboration & Alerts
Share highlights, coaching clips and deal signals where your team already talks.
- Push call summaries to team channels
- Real-time alerts on key moments
- Share coaching clips instantly
Slack, Microsoft Teams, Email
API, Webhooks & Zapier
Extend TRAQ to any tool in your stack with a flexible API and no-code automation triggers.
- Open REST API & webhooks
- Connect thousands of apps via Zapier
- Build custom data pipelines
REST API, Webhooks, Zapier, Make
BI & Reporting
Feed clean conversation data into the dashboards leaders already use to run the business.
- Export enriched conversation metrics
- Pipe insights to BI tools
- Combine call data with revenue data
Power BI, Tableau, Looker, CSV export
why traq?
Why Revenue Teams Choose TRAQ's Conversation Intelligence
TRAQ doesn’t just record calls. It turns every conversation into a repeatable playbook for winning more deals and keeping more customers.
- NAuto-logged activity — calls, summaries and transcripts attached to the right record.
- NField & stage updates — AI captures next steps, budget, timeline and objections into your fields.
- NCleaner pipeline visibility — leaders forecast on real data, not optimistic guesses.
- NHours back every week — reps sell instead of typing notes.
Capture Beyond The Desk
Even your in-person conversations end up in the CRM.
Not every important conversation happens on a scheduled call. Client site visits, trade show floors, a hallway chat after a business review—TRAQ captures those too, no wifi required, so nothing you learn in the field gets lost on the drive home.
- NRecord fully offline — capture in-person meetings, client visits and event conversations, even with no signal.
- NAuto-upload when you're back online — no extra steps; TRAQ syncs the moment you reconnect.
- NSame AI treatment as every call — transcription, summaries and action items, applied automatically.
- NLogged straight to the CRM record — IRL conversations get the same two-way sync as digital ones.
Rivera Manufacturing
Use Cases by Industry
Built for the Industries Where Conversations Close the Deal
When the sale depends on trust, compliance, or a promise you have to keep, what gets said on the call is the business. TRAQ works the way your industry sells.
Call ends → follow-up tasks created
The moment a call wraps, TRAQ turns AI-detected action items into assigned tasks in your CRM.
Deal risk detected → manager alerted
When a conversation surfaces a red flag, the right leader gets pinged in real time to step in.
Meeting booked → auto-join & record
Calendar invite lands, TRAQ joins on time and captures everything—no rep action needed.
Key moment flagged → shared with team
A great objection handle or a churn signal gets clipped and posted to your team channel instantly.
Signal returns → offline recording synced
A site visit or event conversation recorded offline uploads itself the second your phone reconnects—transcribed, summarized and logged like any other call.
New deal won triggers client success onboarding
The moment a call wraps, TRAQ turns AI-detected action items into assigned tasks in your CRM.
Proof In The Numbers
Less admin. More revenue.
5+ hrs.
saved per rep, per week on manual CRM updates.
100%
of calls—online or offline—auto-logged to the right record
< 15 min.
to connect your first integration and go live
Answers For Sales & Success Leaders
Integrations & Automation FAQ
How does two-way CRM sync actually work?
Is there a Chrome extension?
Can TRAQ capture conversations that happen offline, like in-person meetings?
Do I have to change my current tools or process?
Which integrations does TRAQ support?
Can I build my own automated workflows?
Is my conversation data secure when it's synced?
How long does setup take?
See It In Action
Connect your stack and let TRAQ do the busywork
See how two-way CRM sync, dialer and calendar connections, the Chrome extension and offline capture, and automated workflows keep every system up to date—so your team can focus on closing deals and delighting customers.