> ## 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 sync Quo (formerly OpenPhone) calls and texts into LeadTruffle 📝 *Sync calls, texts, recordings, and transcripts from your Quo (formerly OpenPhone) business lines into your LeadTruffle inbox.* --- ## Table of contents * [Overview](#2-overview) * [Before you start](#2-before-you-start) * [Step 1: Create a Quo API key](#2-step-1-create-a-quo-api-key) * [Step 2: Connect Quo in LeadTruffle](#2-step-2-connect-quo-in-leadtruffle) * [Step 3: Choose your lines and import history](#2-step-3-choose-your-lines-and-import-history) * [Step 4: Turn on live updates](#2-step-4-turn-on-live-updates) * [Step 5: Test your setup](#2-step-5-test-your-setup) * [How Quo activity appears in LeadTruffle](#2-how-quo-activity-appears-in-leadtruffle) * [Pause, change, or disconnect](#2-pause-change-or-disconnect) * [Optional: Forward Quo calls to AI Voice](#2-optional-forward-quo-calls-to-ai-voice) * [Troubleshooting](#2-troubleshooting) --- ## Overview Quo (formerly OpenPhone) is a business phone and texting system. When you connect it, LeadTruffle pulls activity from the Quo lines you choose into your inbox. Your team can then see every conversation in one place. | What syncs | Details | | ---- | ---- | | Call history | Incoming and outgoing calls, with original dates, direction, business number, line name, and status/duration when available | | Text history | Incoming and outgoing messages, plus media attachments when available | | Recordings and transcripts | Call recordings, transcripts, summaries, and voicemails, when Quo provides them | | New activity | New calls and texts sync automatically after setup, with a daily catch-up check for anything missed | || You'll keep calling and texting from your Quo number in Quo. This integration **does not** send texts, make calls, send missed-call text backs, or generate AI replies through Quo. | Syncing Quo activity does not count toward your LeadTruffle usage. --- ## Before you start Make sure you have: * A LeadTruffle **Administrator** or **Manager** login * A Quo workspace **owner or admin**, who needs to create the API key and webhook * A list of the business lines you want to share with your team. Don't include personal or private lines unless their owners agree. * A decision on whether to import past history or only sync from now on ||| A Quo workspace can be connected to only one LeadTruffle company at a time. --- ## Step 1: Create a Quo API key 1. In Quo, go to **Workspace Settings → API**. 2. Generate a new key and give it a name like **leadtruffle**. Quo key names can't contain spaces. 3. Copy the key. ||| Your API key gives full access to your Quo workspace, so treat it like a password. Paste it only into LeadTruffle's setup field. Never share it in chat, email, or screenshots, including with our support team. --- ## Step 2: Connect Quo in LeadTruffle 1. In LeadTruffle, go to **Integrations** and find **Quo**. 2. Click **Connect**. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/braveqvte1mwhaq_d1037g.png) 3. Paste your key into the **Quo API key** field and click **Connect Quo**. 4. Confirm that your workspace name and phone lines appear. LeadTruffle stores your key encrypted and shows it as a masked **Saved** field. --- ## Step 3: Choose your lines and import history After you connect, LeadTruffle opens the **History sync** screen. 1. Under **Business lines to share with your team**, check the lines you want synced. 2. Under **Import history**, choose one of the following: * **From now** (no past history) * **Last 30 days** (default) * **Last 90 days** 3. Click **Save lines and sync**. | x | x | x | | ---- | ---- | ---- | | x | x | x | ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/braveqx1xyss6qg_1dzyvtd.png) ||| Checking the boxes alone doesn't save your selection. You must click **Save lines and sync**. ### While history imports * **Keep the page open.** Closing the browser or leaving the page stops the import. * Switching between tabs inside the Quo panel is fine. * To step away, click **Pause import** and let the current batch finish. When you come back, click **Resume import** to pick up where it left off. * The progress counter shows calls and messages processed. It doesn't show unique contacts or new leads, and there's no percentage because Quo doesn't report a total. * Recordings and transcripts may show up a little after the main import finishes. | The daily catch-up won't finish an abandoned import. If you left before it was done, come back and click **Resume import**. ### Changing the history range **Resume import** always continues the range you originally chose. To import a different range, let the current import finish first, then pick a new range and click **Save lines and sync** again. Records that were already imported are updated, not duplicated. --- ## Step 4: Turn on live updates The API key and history import don't sync new activity on their own. To get new calls and texts as they happen, set up a webhook in Quo. 1. In LeadTruffle's Quo panel, open the **Live updates** tab and copy the **Webhook URL**. 2. Open [Quo's Webhooks settings](https://my.quo.com/settings/webhooks) and click **Create webhook** in the top-right corner. 3. In the **Create a webhook** form, paste the LeadTruffle webhook URL into **URL**. Enter a recognizable **Label**, such as **LeadTruffle**. 4. Select the **same phone lines** you chose in LeadTruffle. 5. Under **Event types**, expand **Calls & messages** and **Contacts** to select the supported events listed below, where available. 6. Click **Create webhook** at the bottom of the form. 7. In the webhook's details, click **⋯ → Reveal signing secret** and copy it. 8. Back in LeadTruffle, paste it into the **Signing secret** field and click **Save signing secret**. **In Quo: create the webhook** ![Quo Webhooks settings showing the Create webhook button and the URL, Label, and Event types fields](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/quo-create-webhook_1wlvgyw.png =750x582) **In LeadTruffle: save the signing secret** ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/bravefxvjb6drao_3uq7hv.png) ### Supported events Select these events when they're available. **Don't select all events.** Other event types, like ringing or tasks, aren't supported. | Activity | Events to select | | ---- | ---- | | Messages | message.received, message.delivered, message.failed, message.undelivered | | Calls | call.completed, call.missed, call.answered, call.forwarded | | Call details | call.recording.completed, call.transcript.completed, call.summary.completed, call.voicemail.completed | | Contact changes | contact.updated, contact.deleted | || Seeing **Signing secret saved** means the secret was stored. It doesn't confirm that updates are flowing yet, so test your setup in the next step. --- ## Step 5: Test your setup Use a separate phone to send test activity to one of your selected Quo lines. 1. **Text your Quo number.** Confirm the message appears in LeadTruffle under the right contact. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/braved5ncohahcr_19wmx2.png) 2. **Reply from Quo.** Confirm your outgoing reply also shows up in LeadTruffle. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/bravewlinwlsp8j_1r2cwmp.png) 3. **Make a test call.** Confirm the call record appears. If Quo created a recording, transcript, or voicemail, check that it shows up as well. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/bravehz4ni3hwuj_12wac61.png) 4. Check **Quo → Logs** on the LeadTruffle integrations page for any errors. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/braveyrphd5o2e6_4x80gu.png)![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/bravept6tjg3ioi_14tktu7.png) If all of these work, you're set up. --- ## How Quo activity appears in LeadTruffle ### Contacts * LeadTruffle matches calls and texts to existing contacts by phone or email. If there's no match, it creates a new contact. * Existing contact names and details aren't overwritten. Quo details only fill in empty fields. * Each call usually creates its own inquiry. Texts are grouped by their Quo conversation. * Group texts, anonymous callers, or unclear matches may not be linked to a contact. ### Dates and unread messages * Imported activity keeps its **original date**, so older history may appear further back in your timeline. * Imported history **won't** mark conversations unread, reopen archived conversations, or trigger AI replies, missed-call texts, or notifications. * **New** incoming texts after setup can show as unread. ### Replying from Quo pauses automation If someone on your team replies to a contact by text from Quo, LeadTruffle can pause its automation for that contact, the same way human takeover works. A call alone won't trigger this. ### Sender labels Outgoing messages may show **Sent by \[name]**, **Quo teammate**, **Quo automation**, or **Sender not provided**. A missing name doesn't mean the message failed to sync. | Don't see your synced calls? Check whether **Hide synced calls** is turned on in the inbox actions menu. It hides call-only rows but doesn't delete anything. --- ## Pause, change, or disconnect * **Stop syncing one line:** Uncheck it and click **Save lines and sync**. Its history stays in LeadTruffle. * **Pause all syncing:** Uncheck every line and click **Save lines and sync**. * **Disconnect:** Click **Disconnect Quo**. Syncing stops and your imported history stays. This doesn't delete the webhook in Quo or revoke your API key, so remove those in Quo if you no longer need them. * **Replace your API key:** Disconnect, then reconnect using a new key from the **same** Quo workspace. Re-select your lines and save. * **Replace your signing secret:** Click **Replace signing secret**, paste the new one, and save. Your old secret keeps working until the new one is saved. Test your setup again afterward. ||| To move a Quo workspace to a different LeadTruffle company, disconnect it from the current company first. History doesn't transfer, so you'll need to complete setup again using the new company's webhook URL. --- ## Optional: Forward Quo calls to AI Voice Connecting Quo **does not** turn on AI Voice or change your call routing. If you want LeadTruffle's AI to answer missed or after-hours calls, set up call forwarding separately. 1. Make sure AI Voice is set up in LeadTruffle, and copy your AI Voice number from AI Voice setup. 2. In Quo, open the call flow for your business number. 3. Choose your setup: * **Missed calls:** Add a **Forward call** step after **Ring users**. * **After hours:** Use the **Business hours** branch and forward the after-hours path. 4. Enter your LeadTruffle AI Voice number and publish the changes. 5. Call your Quo number from another phone and test the path you set up. Confirm AI Voice answers and the conversation appears in LeadTruffle. --- ## Troubleshooting | Problem | What to check | | ---- | ---- | | Can't manage the integration | Make sure you're logged in as an Administrator or Manager. The Quo setup steps need a Quo owner or admin. | | API key rejected | Confirm the key belongs to the right workspace and hasn't been revoked. | | "Workspace already linked" | This Quo workspace is connected to another LeadTruffle company. Disconnect it there first. | | "Use an API key from the same Quo workspace" | The key is from a different workspace than the one originally connected. Use a key from the original workspace, or contact support. | | Connected, but nothing imports | Confirm you clicked **Save lines and sync**, your history range has activity, and the import is running. Also check your inbox filters. | | History imported, but new activity is missing | Check the webhook URL, the selected lines and events, and the signing secret. Then check delivery history in Quo. | | Signature verification errors | Make sure the signing secret matches the exact Quo webhook that uses your LeadTruffle URL. | | Import stopped or the page errored | Click **Resume import**. Your progress is saved. Avoid starting new imports repeatedly. | | "Please wait" message | Wait until the time shown, then click **Resume import**. | | Import finished with skipped records | Most records likely imported fine. Contact support with the skipped count. | | Missing recording, transcript, or attachment | Check **Hide synced calls** and the original date. Then confirm the content exists in Quo. If it's in Quo but not LeadTruffle, contact support. | | Logs look empty | Logs only show setup steps and important errors, not every synced record. Check your inbox instead. | | AI isn't answering or texting back | That's expected. Quo sync doesn't turn on AI actions. See [Optional: Forward Quo calls to AI Voice](#2-optional-forward-quo-calls-to-ai-voice). | --- Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.