> ## 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 send Quo calls to LeadTruffle with Zapier

📝 *Use Zapier to send completed inbound Quo calls into LeadTruffle as contacts and lead inquiries, without automated messages.*

---

## Table of contents

* [How it works](#2-how-it-works)
* [Before you start](#2-before-you-start)
* [Step 1: Create your LeadTruffle source](#2-step-1-create-your-leadtruffle-source)
* [Step 2: Set up the Quo trigger](#2-step-2-set-up-the-quo-trigger)
* [Step 3: Configure the webhook POST](#2-step-3-configure-the-webhook-post)
* [Step 4: Map the fields in LeadTruffle](#2-step-4-map-the-fields-in-leadtruffle)
* [Step 5: Choose how repeat calls are handled](#2-step-5-choose-how-repeat-calls-are-handled)
* [Step 6: Test and turn on your Zap](#2-step-6-test-and-turn-on-your-zap)
* [Troubleshooting](#2-troubleshooting)

---

## How it works

You can capture inbound calls from **Quo (formerly OpenPhone)** with a two-step Zap:

1. **Quo — Incoming Call Completed**
2. **Webhooks by Zapier — POST** to your LeadTruffle Custom Lead Source

The call stays in Quo. After it ends, Zapier sends the caller's details to LeadTruffle. A new caller gets a contact and a lead inquiry. When the phone number matches an existing contact in the same LeadTruffle company, LeadTruffle can reuse that contact; your duplicate settings determine whether another inquiry is created.

This captures calls whether or not they turn into qualified opportunities. The trigger also supports unanswered calls and voicemail. It does not wait for your team to qualify the caller.

|| This guide uses **Create lead only**. It does not configure automated SMS, email, call forwarding, or a two-way conversation sync.

---

## Before you start

You'll need:

* Access to the Quo account and the business phone numbers you want to monitor.
* A Zapier account with access to **Webhooks by Zapier**.
* **Custom Lead Sources** enabled in your LeadTruffle account.
* A test inbound call with a usable caller phone number.

|| **How Custom Lead Sources work:** A Custom Lead Source gives you a webhook URL where Zapier sends the Quo call details. You map those details to LeadTruffle fields, choose how duplicate inquiries are handled, and select what happens when a lead arrives. For this setup, choose **Create lead only** to capture the caller without automated messages. See [How to send leads to LeadTruffle using Custom Lead Sources (webhooks)](https://help.leadtruffle.co/en/article/how-to-send-leads-to-leadtruffle-using-custom-lead-sources-webhooks-5uv3lr/) for the full walkthrough.

||| If existing contacts already receive texts through LeadTruffle, ask support to verify their SMS preferences before enabling this source. An import without consent data can affect an existing contact's SMS eligibility. Do not add placeholder consent or enable an opt-in override just to complete this setup.

---

## Step 1: Create your LeadTruffle source

1. In LeadTruffle, open **Custom Lead Sources** and click **Add Source**.
2. Choose the **Custom** source template.
3. Name the configuration **Quo calls**.
4. Set the **Lead Source label** to **Quo (Phone)**.
5. Continue to the endpoint setup screen and copy the webhook URL shown for capturing a test payload. Keep this setup open while you configure Zapier.

Use the URL generated for this source. Do not use a Zapier Catch Hook URL or a general LeadTruffle API URL.

If you configure authentication for this endpoint, use the corresponding authentication details in Zapier. Keep your webhook URL and authentication values private.

---

## Step 2: Set up the Quo trigger

1. Create a new Zap in Zapier.
2. Select **Quo** as the trigger app.
3. Choose **Incoming Call Completed** as the trigger event.
4. Connect the customer's Quo account.
5. Select the business phone numbers to monitor.
6. Test the trigger and choose a recent inbound call.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_nkcihd.png =650x513)


Check that the sample contains the **caller's phone number** and the **call ID**. For an incoming call, the caller is the **From** number; the **To** number is your business number.

| Use a call you made for testing. An anonymous or withheld caller number may not provide enough information to create a usable contact.

A missed call may have an empty `answeredAt` value. Do not filter out these records if you want to capture missed calls too. Quo's [Zapier trigger description](https://zapier.com/apps/quo/integrations) explains the unanswered-call and voicemail fields.

---

## Step 3: Configure the webhook POST

Add an action with these settings:

| Setting | Value |
| ---- |
| App | Webhooks by Zapier |
| Action event | POST |
| URL | The webhook URL copied from your LeadTruffle source |
| Payload Type | JSON |
| Wrap Request in Array | No |
| File | Leave blank |
| Basic Auth | Leave blank unless required by your endpoint's configured authentication |
| Headers | Match your endpoint's authentication settings; use Content-Type: application/json if setting it manually |

Under **Data**, create these keys on the left and select the corresponding Quo values on the right:

| Data key | Value to send |
| ---- |
| phone | Caller's phone number from the trigger |
| call\_id | Unique call ID from the trigger |
| message | Type “Inbound call received through Quo.”; optionally insert the completion time or other available call details |
| full\_name | Caller or contact name, only if provided in the trigger sample |
| called\_number | Business number that received the call, if available |
| completed\_at | Call completion timestamp, if available |

![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_7ajviy.png =650x511)


The keys above are names you create in Zapier. Quo's field labels may look different in the data picker. Select values from **Step 1** rather than typing a sample caller's number or call ID into the Zap.

Omit optional fields that are unavailable. Do not invent a name or email address.

Click **Test step** on the POST action to send the sample to LeadTruffle. Testing only the Quo trigger does not send anything to LeadTruffle.

---

## Step 4: Map the fields in LeadTruffle

Return to the source setup and confirm that a payload was captured. Map the fields:

| LeadTruffle field | Payload path |
| ---- |
| Phone | `$.phone` |
| Project Description | `$.message` |
| Contact Name, using Full name | `$.full_name`, if included |
| External Lead ID | `$.call_id` |

Optionally add **called\_number** and **completed\_at** under **Additional Data** using `$.called_number` and `$.completed_at`.

Keep **Quo (Phone)** as the fixed source label. You do not need to send a separate source field from Zapier.

Run the mapping preview or dry test. Verify that the phone belongs to the caller, not your business, and that the call ID resolves correctly.

For what happens when leads arrive, select **Create lead only**. Leave automated SMS and email qualification off. Do not treat the fact that someone called as consent data for this integration.

---

## Step 5: Choose how repeat calls are handled

### Prevent the same call from being imported twice

After mapping **External Lead ID** to `$.call_id`, enable **Use External Lead ID to ignore duplicate webhooks**.

Mapping the ID alone does not enable duplicate protection. Use the call ID, not the caller's phone number or Quo conversation ID, because the same person can make several separate calls.

### Decide whether a repeat caller creates another inquiry

The **Ignore duplicate contact webhooks within [ ] days** setting defaults to **30**.

* Set it to **0** if every distinct inbound call should create an inquiry, including repeat callers. Call-ID duplicate protection still prevents the same call from being imported twice.
* Keep a nonzero window if you want to suppress another inquiry when the contact already has a recent custom-webhook inquiry. Suppressed deliveries remain in webhook logs.

This window can also match an inquiry from another Custom Lead Source for the same contact. It is separate from contact matching and call-ID duplicate protection.

|| Google LSA overlap is a separate issue. If the same call also arrives through your LSA integration, this setup does not automatically merge those two inquiries. Test that situation with support before relying on combined lead counts.

---

## Step 6: Test and turn on your Zap

1. Confirm **Create lead only** is selected and the mapping dry test passes.
2. Complete the source's activation steps. If activation asks for SMS consent when you only want to capture calls, recheck the selected mode and contact support rather than confirming consent you do not have.
3. Make sure Zapier's POST URL is the source's **Live Endpoint**. If you used a Test Endpoint for mapping, replace it now.
4. Publish the Zap in Zapier.
5. Make a new test call to one of the selected Quo numbers and end the call.
6. Check **Zap History**, the LeadTruffle source's webhook logs, and the resulting contact and inquiry.

Verify an answered call and a missed call. If you want voicemail details, also test a voicemail and map only the fields present in your sample.

| Once the endpoint is live, testing the POST can create a real inquiry. If a previously imported test call is marked as a duplicate, make a new call instead of disabling duplicate protection.

New inquiries count toward LeadTruffle lead usage. Choose the repeat-call setting with your reporting and expected call volume in mind.

---

## Troubleshooting

| Problem | What to check |
| ---- |
| Nothing arrives in LeadTruffle | Confirm the monitored Quo number, check Zap History, and test the POST action rather than only the trigger. |
| LeadTruffle cannot map the payload | Use JSON with Wrap Request in Array set to No; send another sample after changing the Data keys. |
| Every call has your business phone number | Map the caller's From number, not the business To number. |
| A repeat call does not create an inquiry | Check the webhook log for duplicate suppression and review the contact window. |
| All calls have the same External Lead ID | Replace the typed sample ID with the dynamic call ID from Quo Step 1. |
| The caller has no name | Leave the name unmapped unless Quo supplies it; use the caller's phone number to identify the contact. |
| You want AI summaries | Start with the basic call details. A summary may become available after the call-completed trigger and needs additional setup; do not make it required for capture. |
| The same call appears through Quo and Google LSA | Ask support to review source overlap; matching a contact does not automatically merge inquiries. |

---

Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.