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# How to Connect Roofr Instant Estimate Forms to LeadTruffle

# How to connect Roofr instant estimate forms to LeadTruffle

📝 *This guide walks you through connecting Roofr's instant estimate forms to LeadTruffle using Zapier and the Custom Lead Sources feature. Once set up, every new estimate form submission will automatically create a lead in LeadTruffle and trigger your AI to respond.*

---

## Table of contents

* [What you'll need](#2-what-youll-need)
* [Step 1: Set up the Roofr trigger in Zapier](#2-step-1-set-up-the-roofr-trigger-in-zapier)
* [Step 2: Create a custom lead source in LeadTruffle](#2-step-2-create-a-custom-lead-source-in-leadtruffle)
* [Step 3: Add the webhook action in Zapier](#2-step-3-add-the-webhook-action-in-zapier)
* [Step 4: Map your Roofr fields](#2-step-4-map-your-roofr-fields)
* [Step 5: Test and activate](#2-step-5-test-and-activate)

---

## What you'll need

* A **Roofr** account with instant estimate forms enabled
* A **Zapier** account (Pro plan required — $29/month)
* A **LeadTruffle** account with **Custom Lead Sources** turned on

|| If Custom Lead Sources isn't enabled on your account, contact LeadTruffle support to get it turned on.

---

## Step 1: Set up the Roofr trigger in Zapier

1. In your Zapier dashboard, click the orange **Create Zap** button
2. On Step 1 (Trigger), search for **Roofr** and select it
3. Set the Trigger Event to **Lead Created** — this triggers when a new lead is submitted via a Roofr instant estimate form
4. Under Account, click **Connect New Account**

### Generate your Roofr API key

Zapier will ask for an API key from Roofr:

1. Click the link in Zapier to open Roofr's CRM
2. Go to **Integrations** in the Roofr dashboard
3. Create a new connect token — name it something like "Zapier LeadTruffle"
4. Click **Create** and copy the API key
5. Go back to Zapier and paste the API key to connect your Roofr account

Once connected, make sure the correct Roofr account is selected, then click **Continue**.

### Test the trigger

1. Click **Test Trigger**
2. Zapier will pull in a sample lead record from Roofr
3. Confirm the sample data looks correct and click **Continue with Selected Record**

---

## Step 2: Create a custom lead source in LeadTruffle

You'll need a webhook URL from LeadTruffle to send your Roofr leads to. This is done through the **Custom Lead Sources** feature.

1. In LeadTruffle, go to **Custom Lead Sources** in the left sidebar
2. Click **Create New Source**
3. Name it **Roofr Instant Estimate Forms**
4. Select **Custom Webhook** as the source type and click **Continue**
5. Copy the **live webhook URL** — you'll need this in the next step

| [For a full walkthrough of custom lead sources — including field mapping, qualification settings, and advanced options — see How to set up custom lead sources.](https://help.leadtruffle.co/en/article/how-to-send-leads-to-leadtruffle-using-custom-lead-sources-webhooks-5uv3lr/?bust=1776186318865)

---

## Step 3: Add the webhook action in Zapier

Now connect Zapier to LeadTruffle using the webhook URL you just created:

1. In your Zap, click the **+** to add an Action step
2. Search for **Webhooks by Zapier** and select it
3. Set the Action Event to **POST**
4. In the **URL** field, paste the webhook URL you copied from LeadTruffle in Step 2
5. Click **Continue**

---

## Step 4: Map your Roofr fields

Zapier will show you the available fields to send to LeadTruffle. Click **Auto-Map All Fields** to let Zapier match what it can, then review and adjust:

### Required fields

| LeadTruffle Field | Roofr Data |
| ---- |
| Phone | Phone |
| Email | Email |
| First Name | First Name |
| Last Name | Last Name |

### Recommended fields

| LeadTruffle Field | Roofr Data |
| ---- |
| Address | Street Address |
| City | City |
| State | State |
| Zip | Zip |
| Project Description | Property Information |
| Opt-In URL | Lead Form URL |

### Optional custom fields

You can add custom fields to capture additional Roofr data:

| Custom Field | Roofr Data |
| ---- |
| Estimates Generated | Estimates Generated |
| Total Square Footage | Total Square Footage |
| Instant Estimator Name | Instant Estimator Name |
| Google Click ID | Google Click ID |
| External Lead ID | Lead ID |

||| Make sure the **Opt-In URL** field is mapped. LeadTruffle needs proof of opt-in consent before sending any SMS messages. The lead form URL serves as this opt-in record.

---

## Step 5: Test and activate

### Run a test

1. Click **Continue** and run a test
2. Zapier will send the sample Roofr lead into LeadTruffle
3. Check your LeadTruffle dashboard — the lead should appear in your inbox

| If the test lead shows a missing phone number, that's likely because the sample record uses a fake number that LeadTruffle flags as invalid. Real leads will come through normally.

### Configure your lead actions

When setting up your custom lead source in LeadTruffle, choose how you want leads handled:

* **SMS only** — the AI sends a text message to the lead
* **Email only** — the AI sends an email to the lead
* **Both SMS and email** — recommended if your 10DLC registration is approved

For email, you can customize the subject line. A good default is:

**[First Name] — Roofing Estimate**

### Activate the webhook

1. In LeadTruffle, go back to your custom lead source
2. Confirm the webhook URL matches what you pasted in Zapier (check the last few characters)
3. Click **Activate Live Endpoint**

### Publish the Zap

1. Go back to Zapier
2. Click **Publish** to turn on your Zap

From this point on, every new Roofr instant estimate form submission will automatically create a lead in LeadTruffle and trigger your AI to respond.

---

Need help? Contact us at [support@leadtruffle.com](mailto:support@leadtruffle.com) or chat with us in the app.