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  • How to Set Up the Thumbtack Integration in LeadTruffle
    How to Set Up the Thumbtack Integration in LeadTruffle Connect Thumbtack to LeadTruffle and automatically qualify incoming leads with AI. Table of Contents Overview Step 1: Connect Your Thumbtack Account How the Thumbtack Integration Works Step 2: Configure Your Thumbtack AI Prompt Step 3: Use "Edit Demo Payload" to Test (2-step-Popular
  • How to Send Leads to LeadTruffle Using Custom Lead Sources (Webhooks)
    Overview Custom Lead Sources allow you to send leads from almost any external system into LeadTruffle using a webhook. This is ideal for advanced integrations such as: Zapier Make N8n Custom web forms Lead aggregators CRMs or internal tools Instead of forwarding leads via email, you can POST lead data directly to LeadTruffle, which will create and optionally qualify the lead automatically. If youSome readers
  • How to Connect Google LSA to LeadTruffle for Automated Lead Response
    📝 This guide is for message leads only — the "Get Quote" style inquiries that come in as a form submission. Phone call leads are handled separately via AI voice. (https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image15rqi52.png =500x378)Some readers
  • How to Connect Meta Lead Ads to LeadTruffle via Zapier
    Table of contents Step 1: Add LeadTruffle to your Meta Ads account Step 2: Connect Zapier to Facebook Lead Ads Step 3: Configure the New Lead trigger Step 4: Send leads to LeadTruffle via webhook Step 5: Add an SMS opt-in to your Facebook form (2-step-5-add-an-sms-opt-in-to-your-faceboSome readers
  • How to Connect Yelp to LeadTruffle for Automated Lead Response
    How to Connect Yelp to LeadTruffle for Automated Lead Response 📝 Connect Yelp to LeadTruffle via Zapier to auto-respond to every lead, manage all replies in one inbox, and capture each lead's phone number for SMS and calls. Step 1: Add LeadTruffle to Your Yelp Account Only needed if LeadTruffle is completing the Yelp setup for you. If you're doing it yourself, skip to Step 2. Go to biz.yelSome readers
  • How to Set Up the Email Gateway in LeadTruffle
    The LeadTruffle Email Gateway lets you forward lead notification emails into the platform so we can extract names, phone numbers, and emails—and follow up automatically. Here’s how to configure it. 📩 Step 1: Add a New Email Gateway Address Go to Email Gateway in your LeadTruffle dashboard. Click New Email Address. You’ll see a few configuration options: ✅ Whitelist (optional but recommended) OnlSome readers
  • Setting Up Follow-Ups for Angi in LeadTruffle
    Overview Angi now provide real phone numbers and real emails for leads. Unlike Yelp or Thumbtack (which use in-app messaging), Angi gives you direct contact info — which means you can trigger: • ✅ SMS follow-ups • ✅ Email follow-ups • ✅ Or both Here’s how to set it up in LeadTruffle. Steps Step 1: Connect Angi via Webhook Go to External CRMs Log into app.leadtruffle.com Click External CRMs (https://Some readers
  • How to Use AI Form Filler to Auto-Send Leads to Any CRM
    Some CRMs like Service Autopilot, ServiceTitan, or BuilderTrend don’t allow third-party integrations like LeadTruffle to directly push data into their systems. To work around this, we created AI Form Filler - a tool that automatically submits leads to any CRM using AI-powered web form entry. Step 1: Navigate to AI Form Filler Go to your External Integrations tab in LeadTruffle. Scroll to AI Form Filler and click Connect. Step 2Few readers
  • How to Connect Roofr Instant Estimate Forms to LeadTruffle
    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 StepFew readers
  • How to set up email forwarding in Outlook
    Description: Learn how to create an Outlook desktop rule that automatically forwards emails to another address. Table of contents Create a new rule Set the sender condition Set the forwarding action Name and activate the rule Troubleshooting Create a new rule Open Outlook desktop Click File in the top-left cornerFew readers
  • How to add LeadTruffle to your Meta Ads account
    📝 Quick steps to invite LeadTruffle into Meta Business Suite so we can connect your Facebook and Instagram lead ads through Zapier. Table of contents Open your Meta Business Suite settings Invite LeadTruffle Assign business assets Review and send the invitation Add an SMS opt-in to your Facebook formFew readers

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