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> Use this file to discover available pages before exploring further.
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# How to Track Revenue Conversions in LeadTruffle Using Zapier

# Overview

In this guide, we’ll walk you through how to track revenue conversions inside **LeadTruffle** — so when a lead pays you (via QuickBooks, Stripe, Jobber, or another system), the payment data syncs directly into LeadTruffle. This allows you to view complete ROI and lead performance metrics.

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## Step 1: Set Up Your Zapier Account

1. Go to [zapier.com](https://zapier.com) and create an account.
2. You’ll need at least the **Professional Plan** since it includes **Webhooks** functionality.
3. Zapier allows LeadTruffle to connect with over 5,000 apps — including payment processors and CRMs.

## Step 2: Ensure You’re Using the Latest LeadTruffle Zapier App

1. In your LeadTruffle account, navigate to [Settings → Zapier & Webhooks](https://app.leadtruffle.com/integrations/general).
2. Click **Connect with Zapier**.
3. Confirm that your Zapier app version is **LeadTruffle 1.1.0**.

* If yours says **1.0.0**, reconnect via the button above to upgrade automatically.

## Step 3: Create a New Zap in Zapier

1. Click **Create Zap** in Zapier.
2. **Trigger App:** Choose your payment or CRM system — e.g., **QuickBooks, Jobber, Stripe, or Housecall Pro**.
3. In the trigger search, look for **“Payment Received”** or **“Invoice Paid.”**
4. Select the event, connect your account, and pull in a test record to confirm it’s working.

## Step 4: Add LeadTruffle as the Action App

1. For your **Action App**, search for **LeadTruffle** (ensure version **1.1.0**).
2. Choose the action **“Upsert Lead Conversion.”**

* This tells LeadTruffle to update an existing lead with the new payment information.

## Step 5: Map Your Data

When configuring the action:

* **Phone Number:** Map the customer’s phone number from your payment system (e.g., “Customer Primary Phone”).
* **Revenue Amount:** Map the payment amount or invoice total field.
* Optional: You can also pass in data like **lead source** or **notes** if your CRM supports it.

Click **Continue** and **Test** your action to confirm data flows correctly.

## Step 6: Verify in LeadTruffle

1. Go to **Leads → Details** for a contact that recently paid.
2. Scroll down — you should now see a **Revenue Conversion** entry with the correct amount logged.

Once this automation is live, LeadTruffle will automatically track revenue from all future payments linked to your leads.

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## Manual Option (Optional)

If you handle only a few high-value sales per month, you can also log conversions manually:

1. Open the lead inside LeadTruffle.
2. Click **Log Conversion**.
3. Enter the amount (e.g., “$20,000 Roofing Job”) and save.

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## Summary

By connecting LeadTruffle with Zapier, you can automatically sync payment events from your CRM or accounting software. This gives you a full picture of ROI — from lead capture to final payment — without manual tracking.

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Need help? Contact us at [[email protected]](/cdn-cgi/l/email-protection#03707673736c7177436f66626777717665656f662d606c6e) or message the team via the Intercom chat on this article or in-app.