Introduction
LeadTruffle is an AI-powered SMS and chat-based lead generation platform that helps businesses capture and qualify leads from website forms and missed calls.
By integrating LeadTruffle with Zapier, you can connect with over 8,000 apps, making it easy to automate workflows and send lead data to CRMs, email marketing tools, and other business applications.
This guide will walk you through the process of connecting LeadTruffle to Zapier, setting up automated workflows, and ensuring your leads are efficiently managed.
Before getting started, make sure you
Step 1: Accessing Zapier Integration in LeadTruffle
Log in to your LeadTruffle dashboard.
Log in to or create your Zapier account.
Navigate to Website Texting on the left sidebar.
Click on Integrations in the middle panel.
Locate the Zapier Integration section at the top.
Click the Connect with Zapier button to proceed.
Step 2: Accepting the Zapier Invite
Clicking the Zapier integration link will direct you to the Zapier private application invite.
If LeadTruffle has a public Zapier app by the time you follow these steps, you may not need an invite.
Click Accept Invitation & Build a Zap to add LeadTruffle as an available app in your Zapier account.
Step 3: Creating a Zap to Automate Lead Management
In Zapier, click Create a Zap.
Search for LeadTruffle and select it as your trigger app.
Choose a trigger event:
New Chat Widget Lead – triggered when a lead submits a form on your website.
New Missed Call – triggered when a call is missed and transcribed by AI.
Click Continue.
Step 4: Connecting LeadTruffle to Zapier
Click Sign In to connect your LeadTruffle account.
A pop-up will appear asking for an API Key.
Go back to your LeadTruffle dashboard and click Get API Key.
Generate a new API key and name it (e.g., "Zapier Connection").
Copy the API key and paste it into Zapier’s authentication window.
Click Continue.
Step 5: Testing the Connection
Click Test Trigger in Zapier to fetch a sample lead from LeadTruffle.
Review the data fields, including name, phone number, and message.
If everything looks correct, click Continue.
Step 6: Sending Lead Data to Your CRM or Another App
Choose the app where you want to send lead data (e.g., ServiceTitan, Jobber, Housecall Pro, HubSpot, Salesforce).
Select an action event, such as Create a Lead or Create a Customer.
Connect your CRM account and authenticate as needed.
Map the fields from LeadTruffle to your CRM fields (e.g., First Name → First Name, Phone Number → Phone Number).
Click Continue and test the Zap to ensure data flows correctly.
Step 7: Activating Your Zap
Once the test is successful, click Turn on Zap.
Your automation is now live, and LeadTruffle will automatically send lead data to your selected app whenever a new lead is captured.
Troubleshooting & Support
If you encounter any issues:
Double-check that you copied the correct API key.
Ensure Zapier is pulling in sample data correctly.
Contact LeadTruffle Support at [email protected] or use the in-app chat for assistance.
By integrating LeadTruffle with Zapier, you can streamline lead capture and management, ensuring that no lead falls through the cracks.
Get started today and automate your workflow with ease!