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Connecting LeadTruffle and HousecallPro (Zapier)

Automatically send qualified leads from LeadTruffle into HousecallPro using Zapier.

Bryan Shankman avatar
Written by Bryan Shankman
Updated over a month ago

Introduction

If you’re using HousecallPro but don’t have access to their MAX Plan (which enables API integration), you can still sync lead data using Zapier.

This guide shows you how to set up a Zap that pushes leads from LeadTruffle to HousecallPro via Zapier.

Prerequisites

Before you begin, make sure you have:

  • An active LeadTruffle account

  • A HousecallPro account

  • A Zapier account

  • Your HousecallPro API key (required to authenticate)

🔧 Note: HousecallPro currently only allows “Create Customer” via Zapier. For full integration (including job creation, transcripts, and attribution), we recommend using our native API integration with HousecallPro MAX Plan.

Step 1: Connect LeadTruffle to Zapier

  1. Log into your Zapier account

  2. Click “Create Zap”

  3. Set LeadTruffle as the Trigger App

  4. Choose a trigger event:

    • New Chat Widget Lead – when someone submits your website form

    • New Missed Call Lead – when a call is missed and the AI qualifies the lead

  5. Connect your LeadTruffle account if prompted

⚠️ Don’t see LeadTruffle? Follow this guide to enable your Zapier connection.

Step 2: Set HousecallPro as the Action

  1. In the Action section, choose HousecallPro as the app

  2. Set the Action Event to “Create Customer”

  3. Log into your HousecallPro account when prompted

  4. Paste in your API key for authentication (instructions below)

Step 3: Map LeadTruffle Fields to HousecallPro

Match the data from LeadTruffle to HousecallPro fields. Common mappings include:

  • Lead First Name → First Name

  • Lead Last Name → Last Name

  • Lead Phone → Phone Number

  • Lead Email → Email

  • Lead Address → Service Address (if captured)

  • Lead Notes / Transcripts → Notes or Additional Info

✅ Tip: Add UTM parameters or referral info from LeadTruffle as internal notes to track lead sources.

Step 4: Test & Turn On Your Zap

  1. Click Test & Continue

  2. Zapier will send a sample lead to HousecallPro

  3. Confirm the customer appears in your HousecallPro dashboard

  4. Click Turn on Zap to activate the automation

Troubleshooting Tips

  • Make sure LeadTruffle is connected to your Zapier account

  • Double-check that your HousecallPro API key is valid

  • Ensure all required fields in HousecallPro are mapped

  • Watch out for formatting issues in name, phone, or email fields

Limitations of the Zapier Integration

Feature

Zapier

Native API Integration

Create Customer

✅

✅

Create Job

❌

✅

Add Full AI Transcript

❌

✅

Map Service Requirements

❌

✅

Support for Multiple Channels

✅

✅

UTM Attribution & Tracking

Manual

Automatic

Setup Time

~10 mins

~3 mins

Requires MAX Plan

❌

✅

Need Help?

If you run into issues, our support team can help you troubleshoot:

📩 Email: [email protected]

💬 Live Chat: In-app support chat

Prefer Native Integration?

If you’re on the HousecallPro MAX Plan, we highly recommend using our direct integration for a more powerful sync. Click here to learn how to set that up →

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