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.

${frame}LeadTruffle Thumbtack

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

[](https://downloads.intercomcdn.com/i/o/tmyc169k/16022

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 set up Missed Call Follow Up in LeadTruffle

Accepted Answer

Introduction

Missed calls can be a major source of lost leads for businesses. With LeadTruffle, you can set up automated missed call follow-ups to ensure that every call is acknowledged and followed up with an AI-driven response. This guide will walk you through the process of configuring missed call follow-ups in LeadTruffle.

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Step 1: Accessing the Missed Call Feature

Log in to your LeadTruffle account at app.leadtruffle.com.
Navigate to Missed Calls on the sidebar.
If you see a "Pro" label and cannot access this feature, you may need to upgrade your plan or contact support to enable a trial.

Step 2: Setting Up a Phone Number

If you do not have a phone number set up, you will see a prompt to add one.
If you are on a middle-tier plan, select a pre-approved number from the provided list.
If you are on the expert-tier plan, you may have a custom 10DLC number.
Click Set Up Phone Number and select a number from the list.

This phone number is used internally for missed call forwarding and will not be visible to customers.

Step 3: Configuring Call Forwarding

To ensure that missed calls are forwarded to LeadTruffle:

Go to your VOIP or phone carrier settings(e.g., CallRail, RingCentral, Google Voice, Verizon).
Enable conditional call forwarding so that missed calls are forwarded to your LeadTruffle number.
Carri

Question 6

How to Install LeadTruffle Website Widgets

Accepted Answer

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Overview

LeadTruffle offers three website widgets to help you capture visitor name and phone number, then immediately start an AI-powered text conversation to qualify and book them.

The three widget types are:

Website Texting Widget (chat-style)
Popup Widget
Lead Form Embed

⚡️Not sure how to install custom code on your CMS? Check out our list of instructions here.

1. Website Texting Widget (Recommended)

Appears as a chat-style widget in the bottom-right corner.
Captures name and phone number only (not a full chat).
Instantly starts AI text follow-up

How to install:

Copy the code snippet provided inside your LeadTruffle dashboard.
Paste it into your website editor (Squarespace, Wix, Webflow, etc.) under custom code / snippets.
The widget will auto-position in the lower-right corner (can be moved to bottom-left if desired).

👉 Tip: If you have a developer or agency, you can simply email them the installation instructions directly from LeadTruffle.

2. Popup Widget

Pops up on your site to grab attention.
Options include:
Exit intent (shows when a visitor is about to leave).
Timed trigger (after X seconds on site).
Fully customizable: text, offer, colors, images.

Installation:

Same as the Website Texting Widget — copy/paste the snippet OR email instructions to your developer. *

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