Question 1

How to Set Up the Thumbtack Integration in LeadTruffle

Accepted Answer

How to Set Up the Thumbtack Integration in LeadTruffle

Connect Thumbtack to LeadTruffle and automatically qualify incoming leads with AI.

Overview

LeadTruffle integrates directly with Thumbtack so you can:

Automatically respond to new leads
Qualify prospects with AI-powered conversations
Manage Thumbtack leads inside your LeadTruffle inbox
Send automated follow-ups

Once connected, LeadTruffle instantly responds to incoming Thumbtack leads and begins qualifying the customer via text conversation.

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Step 1: Connect Your Thumbtack Account

Log into your LeadTruffle dashboard:

https://app.leadtruffle.com

Then follow these steps:

Go to **Ex

Question 2

Thumbtack Markdown

Accepted Answer

How to Set Up the Thumbtack Integration in LeadTruffle

Connect Thumbtack to LeadTruffle and automatically qualify incoming leads with AI.

Overview

LeadTruffle integrates directly with Thumbtack so you can:

Automatically respond to new leads
Qualify prospects with AI-powered conversations
Manage Thumbtack leads inside your LeadTruffle inbox
Send automated follow-ups

Once connected, LeadTruffle instantly responds to incoming Thumbtack leads and begins qualifying the customer via text conversation.

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```markdown ${frame}[Video Walkthrough](https://www.loom.com/embed/626680e1c4bc4

Question 3

How to connect LeadTruffle to HubSpot

Accepted Answer

Overview

This article explains how LeadTruffle integrates with Hubspot, detailing the data synchronization process, required API scopes, and optional settings you can configure.

Setting Up The Integration

Step 1: Create your HubSpot API Key

HubSpot now uses Private Apps instead of legacy API keys. Here’s how to set one up:

Create a Private App

Log in at app.hubspot.com
Go to Settings > Integrations > Private Apps
Click “Create private app”, name it (e.g. “LeadTruffle”), then click Next

Set Permissions

To use this integration, your Hubspot Private App or OAuth App must include the following scopes:

| Feature | Required Scopes | | --- | --- | | Contact Sync | crm.objects.contacts.read, crm.objects.contacts.write | | Note Creation | crm.objects.notes.write | | Deal Management | crm.objects.deals.write (optional) | | Owner Assignment | crm.objects.owners.read (optional) |

You only need deals and owners scopes if you use those features.

Get Your API Token

• Click Create app

• Copy the token shown—this is your API key (it won’t be shown again)

Step 2: Submit your HubSpot API Key

Head to External CRMs in LeadTruffle
Paste your API Key
Optionally select a Default Contact and / or Deal Owner

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Question 4

How to Set Up a Custom Sending Email Domain in LeadTruffle

Accepted Answer

Overview

If you’re sending emails to leads through LeadTruffle, you’ll want them to come from your branded email (like [email protected]) instead of a generic system address.

Setting up a custom sending domain improves:

• ✅ Brand trust

• ✅ Email deliverability

• ✅ Professional appearance

This guide walks you through the full setup process.

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Steps

Step 1: Go to Email Settings

Log into your account at app.leadtruffle.com
Click Settings
Click Email

Step 2: Create Your Sending Domain

Enter your company domain

• Example: leadtruffle.com

Enter your default address name

• Example: contact → creates [email protected]

Click Create Sending Domain

⸻

Why You’ll See “mg.yourdomain.com”

After creating the domain, you’ll see something like:

mg.leadtruffle.com

This is a subdomain used specifically for sending emails.

We recommend this because:

• You’ll often email new leads

• It protects your main domain’s reputation

• It improves deliverability

• It keeps marketing and customer emails separate

⸻

Step 3: Add DNS Records to Your Domain

After clicking Create, you’ll see several DNS records (they may look technical or “scary”).

You must:

Log into wherever your domain is managed

• Namecheap

• GoDaddy

• Cl

Question 5

How to connect LeadTruffle to DripJobs

Accepted Answer

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Overview

LeadTruffle is an AI-powered SMS and chat-based lead capture platform built for home service businesses. With our Zapier integration, you can automatically send leads from LeadTruffle to DripJobs CRM - no manual data entry required.

What You’ll Need

Step 1: Access the Zapier Integration in LeadTruffle

Log into your LeadTruffle dashboard
Click Website Texting in the left sidebar
Select Integrations in the center panel
Click Connect with Zapier
Accept the invite to our private Zapier app

Step 2: Create a New Zap in Zapier

In Zapier, click Create a Zap
Set LeadTruffle as your trigger app
Choose a trigger event:

New Chat Widget Lead
New Missed Call

Click Continue and connect your LeadTruffle account

Step 3: Get Your LeadTruffle API Key

In the LeadTruffle dashboard, click Get API Key
Create a new key (e.g., “Zapier - DripJobs”)
Click Copy and paste the key into the Zapier authentication window
Click Continue in Zapier

Step 4: Connect Your DripJobs Account

Set DripJobs as your action app in the Zap
Choose an action (e.g., Create Lead or Create Appointment)
Sign in and get your DripJobs API key:

Go to **Settings → Company

Question 6

Using the Kanban Leads Board in LeadTruffle

Accepted Answer

Two Ways to View & Manage Lead

LeadTruffle now supports both a traditional table and a visual Kanban board for lead management.

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Table View (Classic)

Filter by source or assigned user
Add custom columns
Export or search leads anytime

Kanban Board (New!)

Each column = a stage in your sales cycle
Each card = a lead
Drag cards between stages (e.g., New → Quoted → Won)
Visualize where every lead stands at a glance

Customize Your Pipeline

Add your own lead stages (e.g., “Quote Pending”)
Edit, rename, or hide stages that don’t fit your workflow
Add internal notes to explain each stage to your team

Archive & Hide Leads

Mark leads as “hidden” to remove them from the board
Use the toggle to show/hide archived leads any time

Compact View Option

Collapse the board for a bird’s-eye view of your pipeline
Expand to dive into lead details when needed

Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

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