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
• Step 1: Set up the Roofr trigger in Zapier
• Step 2: Create a custom lead source in LeadTruffle
• Step 3: Add the webhook action in Zapier
• Step 4: Map your Roofr fields
• 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

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

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

Recommended fields

Optional custom fields

You can add custom fields to capture additional Roofr data:

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

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 or chat with us in the app.

Updated on: 22/04/2026