Integrations Hub
External services connect to TriostackOne through the Integrations Hub in Triostack CRM. The hub is organized into five tabs — Leads, Messaging, Calling, Payments, and Others — and each integration is set up from its card, without code.
Every integration is included on every CRM plan, including the 2-day free trial. To connect a service you'll generally need an active account with that provider and admin access to it.
Before you start
- Admin access to Triostack CRM.
- An active account, with admin access, at each provider you want to connect (for example your Google Ads, Meta, or Razorpay account).
- For SMS: DLT registration for your sender and templates, which Indian regulations require for commercial SMS.
1. Leads tab — lead sources
Website Webhook: ingest leads directly from your website's forms through a configurable webhook. Use it when your site runs on a platform other than Triostack Website.
Google Ads: bring Google Ads lead-form submissions straight into the CRM pipeline. Meta: capture Facebook and Instagram instant-form leads automatically as they come in. LinkedIn Ads: route leads from LinkedIn Ads lead-generation forms into your pipeline. Click-to-WhatsApp: turn Click-to-WhatsApp ad clicks into inbound leads. Justdial: pull leads generated through your Justdial listing directly into the CRM.
CRM also integrates with the property portals MagicBricks, Housing.com, and 99acres for real-estate lead capture.
2. Messaging tab
WhatsApp Cloud API: connect your WhatsApp Business number through the official Cloud API. This powers CRM's WhatsApp templates, shared inbox, and automation triggers.
Gmail SMTP and Hostinger SMTP: send CRM emails — quotations, invoices, follow-ups — from your own connected account. SMS (DLT): send DLT-registered SMS and MMS notifications to leads and customers.
3. Calling tab
TeleCMI, Frejun, and Tata Smart Flow provide cloud telephony. Calls are logged and recorded against the right lead and appear under Call Logs and Recordings with one-click playback. Tata Smart Flow's calling APIs support both outbound and inbound call handling.
Separately from the Calling tab, the Triostack CRM Android app (Google Play Store) supports GSM (SIM-based) calling that logs back to the CRM.
4. Payments tab
Razorpay accepts card, UPI, and net-banking payments against invoices. PhonePe and Paytm can be connected as payment methods. UPI QR Code generates a QR code on invoices so customers can pay instantly by scanning.
Payments are recorded under Payments Received with the payment method and transaction reference.
5. Others tab — scheduling, APIs, and webhooks
Google Calendar syncs CRM bookings with a connected Google Calendar. Appointment Webhook brings bookings from external scheduling tools into the CRM calendar.
The Invoicing, Tickets, Blogs, and Expense APIs are on this tab too — see the API & webhooks guide, which also covers the Website Webhook from the Leads tab.
6. Import, export, and backup
Leads can be imported into CRM by CSV. Under Settings → Backup and Archive, admins manage backup, export, archive, and restore for CRM records — use exports when you need data in a tool outside TriostackOne.
7. Test every connection
After connecting a lead source, submit a test lead and confirm it appears in All Leads with the right source and owner. After connecting a payment gateway, run a small test payment and confirm it appears under Payments Received against the right invoice. Testing at setup is far cheaper than discovering a broken connection mid-campaign.
Best practices
- Connect integrations with a shared company account at each provider, not a personal one, so the connection survives staff changes.
- Get WhatsApp templates approved by Meta before launching a campaign that depends on them.
- Re-test lead sources whenever you change an ad form or website form — field changes are the most common cause of missing leads.
Frequently asked questions
Are integrations an extra cost?
No. Every integration in the hub is included on every CRM plan, including the free trial. Your provider (for example a payment gateway or telephony service) may charge its own fees.
Which calling providers are supported?
TeleCMI, Frejun, and Tata Smart Flow, plus GSM (SIM-based) calling through the Triostack CRM Android app.
Which payment gateways are supported?
Razorpay, PhonePe, Paytm, and UPI QR codes on invoices.
My tool isn't in the hub. Can I still connect it?
Possibly — through the Website Webhook, the Appointment Webhook, or the APIs on the Others tab. Contact the team with what you want to connect and we'll help you find the right approach.