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
• Before you start
• Step 1: Create a Quo API key
• Step 2: Connect Quo in LeadTruffle
• Step 3: Choose your lines and import history
• Step 4: Turn on live updates
• Step 5: Test your setup
• How Quo activity appears in LeadTruffle
• Pause, change, or disconnect
• Optional: Forward Quo calls to AI Voice
• 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.

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

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.

Step 2: Connect Quo in LeadTruffle

1. In LeadTruffle, go to Integrations and find Quo.
2. Click Connect.

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:
3. • From now (no past history)
   • Last 30 days (default)
   • Last 90 days
3. 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.

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 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

In LeadTruffle: save the signing secret

Supported events

Select these events when they're available. Don't select all events. Other event types, like ringing or tasks, aren't supported.

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.

2. Reply from Quo. Confirm your outgoing reply also shows up in LeadTruffle.

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.

4. Check Quo → Logs on the LeadTruffle integrations page for any errors.

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.

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.

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:
4. • 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

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

Updated on: 15/10/2026