Overview
Custom Lead Sources allow you to send leads from almost any external system into LeadTruffle using a webhook.
This is ideal for advanced integrations such as:
Zapier
Make
N8n
Custom web forms
Lead aggregators
CRMs or internal tools
Instead of forwarding leads via email, you can POST lead data directly to LeadTruffle, which will create and optionally qualify the lead automatically.
If you want a simpler option, you can also forward leads using the email gateway.
LeadTruffle is designed to capture and qualify leads through automated SMS conversations once they enter the platform.
Step 1: Open Custom Lead Sources
Log into app.leadtruffle.com
Navigate to Custom Lead Sources
Click Add Source
⚠️ If you do not see Custom Lead Sources, contact support and we can enable it for your account.
Step 2: Create the Source
Fill out the basic setup:
Name: Choose something unique
Example: Web Forms
Source Template:
Select Custom
Click Continue
Step 3: Copy Your Webhook URL
On the next screen you will see two webhook endpoints:
Test Endpoint
Live Endpoint
Recommended approach
Use the Live Endpoint immediately so you don’t need to update integrations later.
Click Copy URL.
This webhook URL is where external systems will send lead data.
Step 4: Send a Test Lead
Before mapping fields, you must send one test lead so LeadTruffle can detect the incoming data structure.
You can do this in several ways:
Option 1 — Test From Your Integration Tool
Many platforms provide a test feature:
Zapier → “Test Trigger”
Make → “Run once”
CRMs or lead providers may also allow sending test data
Option 2 — Send a Test via Terminal (cURL)
You can manually send a fake lead using a cURL POST request.
Replace the webhook URL with the Live Endpoint from your LeadTruffle setup:
curl -X POST "PASTE_YOUR_LEADTRUFFLE_WEBHOOK_URL_HERE" \
-H "Content-Type: application/json" \
-d '{
"firstName": "John",
"lastName": "Smith",
"phone": "5125550123",
"email": "[email protected]",
"message": "I need a quote for pressure washing my driveway and patio.",
"service": "Pressure Washing",
"source": "Website Contact Form",
"smsOptInUrl": "https://example.com/consent/john-smith-optin"
}'
What This Test Does
This command will:
Send a sample lead to your LeadTruffle webhook
Allow LeadTruffle to capture the payload
Enable you to map incoming fields during setup
Fields Included in the Example
Field | Description |
firstName | Lead’s first name |
lastName | Lead’s last name |
phone | Lead phone number |
Lead email | |
message | Project description |
service | Example custom field |
source | Where the lead originated |
smsOptInUrl | URL showing SMS consent proof |
After running this command, return to the Custom Lead Source setup screen and confirm that Payloads Captured = 1.
Then click Continue.
Step 5: Map Lead Fields
LeadTruffle now displays the fields captured from the webhook.
Click Auto Map Fields to automatically match common fields.
Typical required mappings include:
First Name
Last Name
Email
Phone Number
Example mapping:
Incoming Field | LeadTruffle Field |
firstName | First Name |
lastName | Last Name |
phone | Phone |
message | Project Description |
Step 6: Configure Optional Fields
Optional fields allow you to capture additional lead information.
For example, SMS opt-in proof is recommended if you plan to send text messages.
The format used when referencing webhook fields is:
$.fieldName
Example:
$.smsOptInUrl
Step 7: Create Custom Fields (Optional)
If your webhook sends fields that don’t exist in LeadTruffle, you can create new ones.
Example: Service Type
Scroll to Additional Data
Click Add Field
Name the field service
Map it using:
$.service
If configured correctly, you will see a green checkmark confirming the field exists in the webhook payload.
Step 8: Run a Dry Test
Before going live, LeadTruffle performs a dry run to preview how the lead will be created.
Example output might show:
Name: John Smith
Email: [email protected]
Phone: 512-555-0123
Project Description: Pressure washing quote
If a required field appears empty, go back and adjust your mappings.
Step 9: Choose What Happens When Leads Arrive
LeadTruffle provides four options for handling incoming webhook leads.
1. Create Lead Only
Creates the lead in LeadTruffle without sending messages.
Useful if your team wants to manually follow up.
2. Create + Qualify Over Email
Creates the lead and sends an automated email.
⚠️ Requires an Email Gateway to be configured.
You can customize the subject line using variables such as:
{{firstName}} your pressure washing request
3. Create + Qualify Over SMS
Creates the lead and starts an AI SMS conversation.
4. Create + Qualify Over Email AND SMS (Recommended)
This option:
Creates the lead
Sends an email
Starts an SMS conversation
This helps maximize the chance of reaching the lead quickly.
Step 10: Enable SMS Compliance
Before activating the webhook:
Confirm that SMS opt-in requirements are met
Acknowledge compliance settings
Then enable the Live Endpoint.
Once activated, any system sending data to your webhook will automatically create leads in LeadTruffle.
Recap
To send leads into LeadTruffle using webhooks:
Create a Custom Lead Source
Copy your Webhook Endpoint
Send a Test Lead
Map Required Fields
Add optional or custom fields
Run a Dry Test
Choose how leads should be handled
Activate the Live Endpoint
Once set up, your external tools can automatically send leads into LeadTruffle for capture and qualification.
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.