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Lead Sync · CRM integration

Drop your scored leads straight into your CRM with Lead Sync

Skip manual entry wherever you can! With Lead Sync, every lead Triton gets you is scored and pushed automatically into the CRM system you already run. No copy-paste, no leads lost in an inbox. Just a clean, easy-to-follow 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 lead to the competitor who called them back 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, and 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

Sync with the CRM you already use

Integrating with 25+ industry-leading platforms, Lead Sync maps every lead directly into your workflow — showing you the exact record created the second it arrives in your field service software or CRM.

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

Now you can call the 5-star jobs first

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

How Lead Sync works
CRM integration guide

How every scored lead lands in the CRM you already run

A lead is only worth something if your team works it before the competitor does. Most shops lose that race in the handoff — a form sits in an inbox, a call never gets logged, a name gets copy-pasted into the CRM hours later, if at all. Lead Sync closes that gap. Every lead Triton earns is captured, scored by leadIQ, and dropped into the system you already run, as the right record, with the score attached.

Every lead becomes the right kind of record

Lead Sync doesn't dump every lead into one generic bucket. It creates the record each platform actually uses: a Contact in JobNimbus, a Customer in ServiceTitan and Housecall Pro, a Client in Jobber, a Lead in AccuLynx, Salesforce and Zoho, a Lead or Deal in Pipedrive. More than two dozen field-service, exteriors and sales platforms are wired in, so the lead shows up where your team already works — not in a side tool they have to remember to check.

Capture, grade, then route through Zapier

The path is the same for every lead and every CRM. A lead comes in — website forms on by default, tracked calls and SMS through callIQ, chat through conversationIQ — and leadIQ grades it before it moves. Zapier then routes the enriched lead straight into your system and a new record is created automatically: no manual export, no delay. A few platforms that don't take a direct feed are bridged safely through an intermediate CRM; Buildertrend, for example, syncs through Pipedrive. If a platform connects to Zapier, Triton can almost certainly reach it.

The 1–5 score rides along into the field your team reads

The lead doesn't arrive as a bare name and number. The leadIQ 1–5 Quality Score travels with it and maps into your CRM as a custom field, a note or a tag — Customer Notes in ServiceTitan, a Custom Field or Contact Description in JobNimbus, a dedicated column on a Monday.com board. Your team opens the CRM to a queue already sorted by real buying intent, so the five-star jobs get the first call instead of whatever happened to come in first.

No copy-paste, no lead stuck in an inbox

Every manual step between a lead landing and a rep working it is a chance to lose a booked job. Retyping a form into the CRM, forwarding an email that never gets actioned, a voicemail nobody returns — that's where pipeline leaks out. Lead Sync removes the handoff entirely. The record is built for you the moment the lead arrives, prioritized on arrival, ready to work before the homeowner calls the next name on their list.

industries we serve

Built for your trade

From roofing to HVAC to remodeling — 35+ home service trades, plus small business and automotive.

marketing experts

Trusted to grow home service companies since 2011

For over a decade, home service companies have trusted Triton to bring in more booked jobs — pairing marketers who know the trades with AI that works every lead around the clock.

5.0/5
105+ verified reviews
G Google f Facebook
This company truly helped us grow! Amazing people to work with. Wished I found them sooner!!!
CP
Callie ParamoSeptember 2025
via Google
Lead Sync FAQs

Questions about CRM integration

Check out how Triton pushes scored leads straight into the CRM you already use.

Talk to a strategist
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

Supercharge your CRM with a custom marketing plan powered by Lead Sync. Every lead is automatically scored, prioritized, and pushed directly into your workflow so your team acts fast on high-value jobs.

651.321.0578