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Lead Sync · CRM integration

Your leads, straight into your CRM

Every lead Triton earns is scored and pushed automatically into the system you already run — no copy-paste, no leads lost in an inbox. Just a clean, prioritized pipeline your team can work the second it lands.

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25+ CRMs 4 lead sources 1–5 score synced
Lead capturedForm · call · chat · SMS
leadIQ scores it1–5 buying-intent grade 5★
Into your CRMNew record created + score mapped
The problem Lead Sync solves

Leads die in the gap between tools

A lead comes in, sits in an inbox, gets copy-pasted into the CRM hours later — or missed entirely. Every manual handoff is a chance to lose a booked job to the competitor who called first. Lead Sync closes that gap completely.

  • No missed leadsEvery source flows in automatically, the moment it arrives.
  • No copy-pasteRecords are created for you — your team never retypes a form.
  • Prioritized on arrivalThe leadIQ score rides along, so hot jobs rise to the top.
Sync sources
Website emails Form & email leads On by default
Calls via callIQ tracking With Call Tracking
Online chat via conversationIQ With AI / Live Chat
SMS texting via callIQ With Call Tracking
How Lead Sync works

Capture, grade, sync — automatically

The same path for every lead and every CRM: from submission to a scored record in your system, with no one lifting a finger.

1

Capture

A lead comes in from any source — website form, tracked call, chat or SMS — and is captured instantly.

2

Grade

leadIQ AI analyzes and scores it 1–5 for real buying intent, enriching the lead before it moves.

3

Sync

Zapier instantly routes the enriched lead to your CRM — no delay, no manual export.

4

CRM action

A new record is created automatically and the 1–5 score maps to a field, note or tag.

Powered by leadIQ scoring + Zapier routing · See how leadIQ scores leads →

Compatible platforms

Syncs with the CRMs you already run

25+ integrations across field-service, exteriors and general sales platforms. Each shows what record your leads become on arrival.

25 platforms
Run something else? If it connects to Zapier, Triton can almost certainly sync to it.
Sarah WhitfieldRoof replacement 5★
Devon CarterWater heater — urgent 5★
Priya NairGeneral inquiry 3★
The score comes with it

Your team calls the five-star jobs first

Lead Sync doesn’t just move a name and number — it carries the leadIQ 1–5 Quality Score into your CRM as a custom field, note or tag. Your sales team opens the CRM to a queue that’s already prioritized by real buying intent.

Trusted since 2011

Trusted to grow home service companies since 2011

For over a decade, home service owners have trusted Triton to bring in more booked jobs — pairing marketers who know the trades with AI that never stops optimizing.

5.0/5
121+ verified reviews
G Google f Facebook
Awesome job dealing with the residential construction side of our business! Highly recommend and an absolute value add for us!
SB
Scott BlandOctober 2024
via Google
Lead Sync FAQ

Questions about CRM integration

How Triton pushes scored leads straight into the platform you already run.

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What is Lead Sync?

Lead Sync is Triton’s CRM integration layer. Every lead you earn — from website forms, tracked calls, chat or SMS — is captured, scored 1–5 by leadIQ, and pushed automatically into the CRM you already run. No copy-paste, no leads lost in an inbox, no fragmented tools.

How does the lead actually get into my CRM?

The moment a lead submits, leadIQ analyzes and scores it, then Zapier instantly routes the enriched data to your CRM, where a new record is created automatically — a Lead, Contact, Customer or Client depending on the platform. The leadIQ 1–5 score can map to a custom field, note or tag so your team prioritizes the best leads first.

Which lead sources can feed my CRM?

Website emails and form submissions are on by default. Tracked phone calls and SMS texts flow in when you subscribe to Call Tracking (callIQ), and online chat flows in with AI Chat or Live Chat (conversationIQ). Everything lands in one place, attributed and scored.

Which CRMs do you support?

25+ of the platforms home service and local businesses actually run — ServiceTitan, Jobber, Housecall Pro, AccuLynx, JobNimbus, JobTread, Salesforce, Zoho, Pipedrive, Go High Level, Monday.com and many more. If your platform connects to Zapier, we can almost certainly sync to it.

Does the AI lead score come across too?

Yes — that’s the point. The leadIQ 1–5 Quality Score maps directly into your CRM (a custom field, note or tag, depending on the platform), so your sales team can instantly sort and call the five-star, high-intent leads before anyone else does.

What if my CRM isn’t on the list?

Tell us what you run. Because Lead Sync routes through Zapier, we can connect to thousands of platforms — and in some cases we bridge through an intermediate CRM (for example, Buildertrend is synced securely via Pipedrive). If it can receive a lead, we can usually get your leads into it.

Never lose a lead in the handoff again

Get a custom marketing plan that wires Lead Sync into your CRM — scored leads, delivered automatically, prioritized on arrival.

651.321.0578