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Product · Integrations & Automation

Connect your stack. Automate the busywork. Keep every system in sync.

TRAQ plugs into the tools your team already lives in—your CRM, dialer and calendar—then automates the updates, logging and follow-ups that used to eat your reps’ selling time. In the browser, on a call, or out in the field—TRAQ keeps every conversation flowing into your CRM.
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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

Link your CRM, dialer and calendar in a few clicks—or install the TRAQ Chrome extension for one-click capture from any browser tab.

02

Capture

Calls, meetings and even in-person conversations are recorded—online or off—with AI pulling out summaries, action items and key moments.

03

Sync

Notes, next steps and deal fields write back to your CRM in real time—two-way, so nothing slips through the cracks.

04

Automate

Trigger follow-up tasks, alerts and workflows the second a call ends—so reps act while the deal is hot.

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

TRAQ Chrome Web Store

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.

TRAQ doesn't just record calls. It turns every conversation into a repeatable playbook for winning more deals and keeping more customers.

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.
📞 Discovery call — Acme Corp
Logged
Deal stage → Proposal
Synced
Next step: Send pricing by Fri
Task
Budget field updated: $48k
Synced
AI summary attached
Done

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.

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.
🚗 Client site visit
Rivera Manufacturing
Recorded offline
Back in signal range
Auto-uploaded
AI transcript & summary generated
Done
Logged to CRM as a call
Synced

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.

N

Call ends → follow-up tasks created

The moment a call wraps, TRAQ turns AI-detected action items into assigned tasks in your CRM.

The moment a call wraps, TRAQ turns AI-detected action items into assigned tasks in your CRM.

s

Deal risk detected → manager alerted

When a conversation surfaces a red flag, the right leader gets pinged in real time to step in.

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.

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.

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.

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.

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

{
“Our reps stopped fighting the CRM. TRAQ syncs everything the second a call ends—even the notes from client site visits—and our pipeline data has never been this clean. It’s a total game changer for our forecasting.”
Todd T., Sr. VP of Sales, Spark

Answers For Sales & Success Leaders

Integrations & Automation FAQ

How does two-way CRM sync actually work?
TRAQ maps to your existing CRM fields and deal stages. When a call happens, it writes summaries, notes, next steps and updated field values back to the matching record automatically—and pulls context from the CRM into TRAQ so your reps see the full picture. It’s a live, two-way connection, not a one-time import.
Is there a Chrome extension?
Yes. The TRAQ Chrome extension lets you start capturing calls and meetings straight from your browser—no separate app to open. It’s the fastest way to get reps recording without changing how they already work.
Can TRAQ capture conversations that happen offline, like in-person meetings?
Absolutely. Client site visits, trade show conversations, or any face-to-face meeting can be recorded fully offline. As soon as your device reconnects, TRAQ automatically uploads, transcribes, summarizes and logs the conversation to the right CRM record—just like a digital call.
Do I have to change my current tools or process?
No. TRAQ is built to fit the stack you already have. Keep your CRM, dialer and calendar exactly as they are—TRAQ layers on top and automates the busywork between them, so adoption is fast and disruption is minimal.
Which integrations does TRAQ support?
TRAQ connects with leading CRMs, dialers and video platforms, calendars, and team messaging tools, plus an open API, webhooks and Zapier for anything custom.
Can I build my own automated workflows?
Yes. Beyond the ready-made automations—like auto-created follow-up tasks and deal-risk alerts—you can build custom workflows using TRAQ’s API, webhooks and Zapier connection to trigger actions in virtually any tool the moment a conversation ends.
Is my conversation data secure when it's synced?
TRAQ protects your data in transit and at rest with enterprise-grade security and access controls.
How long does setup take?
Most teams connect their first integration in minutes. Because TRAQ maps to your existing setup, there’s no lengthy rebuild—you can be capturing, syncing and automating on day one.

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.

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