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 Housecall Pro via Zapier, you can automatically send lead data into Housecall Pro, ensuring your leads are seamlessly transferred into your workflow.
This guide will walk you through how to set up this integration in just a few steps.
Before getting started, make sure you:
Have already connected LeadTruffle to Zapier.
You have a Housecall Pro account.
Step 1: Creating a Zap to Connect LeadTruffle and Housecall Pro
Log in to your Zapier account.
Click Create a Zap in Zapier.
In the Trigger section, 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 Lead – triggered when a call is missed and transcribed by AI.
Click Continue.
If you don’t see LeadTruffle in the search results, ensure your account is properly connected in Zapier by following this guide.
Step 2: Sending Lead Data to Housecall Pro
In the Action section of the Zap setup, search for and select Housecall Pro.
Choose an Action Event:
Housecall Pro currently only supports “Create a Customer”, so select that option.
Click Continue.
Sign in to your Housecall Pro account when prompted.
Authenticate Housecall Pro by following the API key instructions.
Step 3: Mapping LeadTruffle Fields to Housecall Pro
Once connected, you will see a list of Housecall Pro fields that need to be mapped with LeadTruffle data.
Assign LeadTruffle fields to Housecall Pro fields, such as:
Lead First Name → First Name
Lead Last Name → Last Name
Lead Phone Number → Phone Number
Lead Email → Email
Review the mapping to ensure all relevant data is correctly assigned.
Avoid mapping fields incorrectly (e.g., don’t map an email address into a first name field).
Step 6: Testing and Activating the Zap
Click Continue and test the Zap.
Zapier will send sample data to Housecall Pro.
If the test is successful, click Turn on Zap to activate the automation.
Troubleshooting & Support
If you encounter issues:
Double-check that LeadTruffle is correctly connected in Zapier.
Ensure you have the correct API key for authentication.
Verify that your Housecall Pro account is properly linked.
If the data isn’t flowing correctly, review the field mapping for errors.
For additional support, contact LeadTruffle Support at [email protected] or use the in-app chat.
By integrating LeadTruffle with Housecall Pro via Zapier, you can automatically capture, qualify, and manage leads in your Housecall Pro account without manual entry.