> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to connect Housecall Pro and LeadTruffle (Zapier Integration) How to Connect Housecall Pro to LeadTruffle via Zapier 📝 *Sync leads from LeadTruffle to Housecall Pro using Zapier — a no-code alternative for non-MAX Plan accounts.* --- ## Table of Contents * [Overview](#2-overview) * [Prerequisites](#2-prerequisites) * [Step 1: Enable Zapier in Housecall Pro](#1-step-1-enable-zapier-in-housecall-pro) * [Step 2: Connect LeadTruffle to Zapier](#1-step-2-connect-leadtruffle-to-zapier) * [Step 3: Set Housecall Pro as the action](#1-step-3-set-housecall-pro-as-the-action) * [Step 4: Map LeadTruffle fields to Housecall Pro](#1-step-4-map-leadtruffle-fields-to-housecall-pro) * [Step 5: Test and turn on your Zap](#1-step-5-test-and-turn-on-your-zap) * [Limitations of the Zapier integration](#1-limitations-of-the-zapier-integration) * [Troubleshooting](#1-troubleshooting) --- ## Overview If you're using Housecall Pro but don't have access to their MAX Plan (which enables full API integration), you can still sync lead data using Zapier. This guide shows you how to set up a Zap that automatically pushes leads from LeadTruffle into Housecall Pro as new customers. || **Prefer the native integration?** If you're on the Housecall Pro MAX Plan, the direct API integration is faster to set up and unlocks more features — job creation, full AI transcripts, automatic UTM attribution, and service requirement mapping. [See the native integration guide →](https://help.leadtruffle.co/en/article/how-to-connect-housecall-pro-and-leadtruffle-direct-api-integration-1si943/?bust=1777054354279) --- ## Prerequisites Before you begin, make sure you have: * An active LeadTruffle account * A Housecall Pro account on an **Essentials, Essentials+, or Max Plan** (formerly Grow, Manage, or XL) * A Zapier account * Your Housecall Pro API key (instructions in Step 1) --- # Step 1: Enable Zapier in Housecall Pro Before Zapier can talk to Housecall Pro, you need to turn on the integration inside Housecall Pro and grab your API key. 1. In Housecall Pro, click the **3x3 square icon** in the top right corner to open **My Apps** 2. Click the **Go to App Store** button at the top of your app menu 3. Search for **Zapier**, then click **View Details** 4. Toggle the integration **on** in the top right corner of the page 5. Refresh the page — your **API key** will now appear on the Zapier app card Copy the API key and keep it somewhere safe. You'll paste it into Zapier in Step 3. *Note: Zapier's starter plan is free. You can upgrade later if you need more Zaps or premium features.* *For Housecall Pro's own walkthrough of this step, see their [Zapier Integration Overview](https://help.housecallpro.com/en/articles/5452973-zapier-integration-overview).* --- # Step 2: Connect LeadTruffle to Zapier 1. Log into your Zapier account at [zapier.com](https://zapier.com) 2. Click **Create Zap** 3. Set **LeadTruffle** as the **Trigger App** 4. Choose a trigger event: * **New Lead Created – All Sources** – recommended if you want to filter by lead source later * **Conversation Completed – All Lead Sources** – recommended if you only want leads that finished a full AI qualification conversation 5. Connect your LeadTruffle account when prompted ||| Don't see LeadTruffle in Zapier? You'll need to accept the Zapier invite and generate a LeadTruffle API key first. Follow [How to connect LeadTruffle to Zapier](https://help.leadtruffle.co/en/article/how-to-connect-leadtruffle-to-zapier-1vzbo9g/) to set that up. --- # Step 3: Set Housecall Pro as the action 1. In the **Action** section, search for and select **Housecall Pro** 2. Set the Action Event to **Create Customer** 3. When prompted, paste in the **API key** you copied from Step 1 4. Click **Continue** — Housecall Pro is now connected *Note: Housecall Pro only exposes one action via Zapier — "Create Customer." For full functionality (job creation, AI transcript sync, service requirement mapping, automatic UTM attribution), use our native MAX Plan integration instead.* --- # Step 4: Map LeadTruffle fields to Housecall Pro Match the data from LeadTruffle to Housecall Pro fields so each new lead creates a properly populated customer record. Common mappings: | Housecall Pro Field | LeadTruffle Source | | ---- | | First Name | Lead First Name | | Last Name | Lead Last Name | | Mobile Number | Lead Phone | | Email | Lead Email | | Service Address | Lead Address (if captured) | | Notes / Additional Info | Lead Notes or AI Transcript | | **Tip:** Map the full AI conversation transcript or lead summary into the Notes field. This gives your Housecall Pro team full context on the lead without having to jump back into LeadTruffle. --- # Step 5: Test and turn on your Zap 1. Click **Test & Continue** in Zapier 2. Zapier will push a sample lead from LeadTruffle into Housecall Pro 3. Open Housecall Pro and confirm the test customer appears in your dashboard 4. Click **Publish** (or **Turn on Zap**) to activate the automation From now on, every new LeadTruffle lead matching your trigger conditions will automatically be created as a customer in Housecall Pro. --- # Limitations of the Zapier integration The Zapier integration is a solid workaround for non-MAX Plan accounts, but it has trade-offs compared to our native direct 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 | ❌ | ✅ | *Webhook-based triggers (estimate.created, job.completed, etc.) are also available from Housecall Pro, but require both a Housecall Pro MAX Plan and a Premium Zapier plan. For that level of integration, the native LeadTruffle integration is a better fit.* --- # Troubleshooting * **LeadTruffle isn't showing up in Zapier** — You need to accept Zapier's invite and generate an API key first. See [How to connect LeadTruffle to Zapier.](https://help.leadtruffle.co/en/article/how-to-connect-leadtruffle-to-zapier-1vzbo9g/) * **API key isn't working** — Go back to the Housecall Pro Zapier app card, refresh the page, and copy the key again. Make sure the integration toggle is on. * **Test customer isn't appearing in Housecall Pro** — Confirm all required Housecall Pro fields are mapped. At minimum, First Name plus either Email or Phone must be populated. * **Formatting errors on name, phone, or email** — Check that your LeadTruffle field mappings don't include combined or extra-whitespace fields (e.g., mapping a "Full Name" field into "First Name"). * **Plan-level issues** — Zapier integration requires Housecall Pro's Essentials plan or higher. Starter-tier accounts can't use this integration. --- Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.