How to Set Up Quo (OpenPhone) Call Forwarding to LeadTruffle
LeadTruffle Insights

How to Set Up Quo (OpenPhone) Call Forwarding to LeadTruffle

Set up Quo (OpenPhone) call forwarding to LeadTruffle for missed-call text back or AI answering. Add overflow routing, publish your flow, and test.

Quick Answer

tl;dr: Quo, formerly OpenPhone, can forward calls to LeadTruffle for missed-call text back or AI Voice answering. Configure your LeadTruffle service first, add its assigned destination to your Quo call flow, and publish the change. You can ring your team first and forward unanswered calls, or use an after-hours route. Activity sync is a separate connection.

If you searched for OpenPhone call forwarding, you're in the right place. Quo is the current brand. Start by deciding which calls you want LeadTruffle to handle.

Choose forwarding, text back, or activity sync

Your goalSetup to use
Reach eligible missed callersSet up LeadTruffle missed-call text back and forward selected Quo calls.
AI answering for incoming callsSet up LeadTruffle AI Voice and route calls to its assigned number.
View Quo call and text historyConnect the Quo integration and configure selected lines and live updates.

Call forwarding controls where calls go; the Quo integration brings activity into LeadTruffle. You can use both, but syncing history alone does not trigger AI replies or missed-call text-backs.

Step 1: Configure your LeadTruffle service

Configure a voicemail greeting and qualification questions for missed-call text back in LeadTruffle. AI can capture timing, location and service information with the caller's permission; an SMS invitation may be provided to eligible callers.

If using AI Voice answering, set up the greeting, information about your business, questions, and actions for calls that are answered by the service.

Verify the proper LeadTruffle destination number for the set up you want. An activity-sync connection is not an alternative for that destination.

Step 2: Open your Quo call flow

Go to Settings / Phone numbers in Quo's web or desktop app. Select the business number and then click the Edit call flow button.

Review business-hours and time zone. Choose to cover unanswered calls during team work hours, after hours calls, or both. The available routing controls will be different for each Quo plan and permissions.

Quo's conditional call-forwarding help describes the web and desktop workflow.

Step 3: Add the appropriate forwarding path

If you have overflow, then continue to answer unanswered calls to the external LeadTruffle number after the team-ringing step and route. Quo's call-flow help is a specific type of call-flow in the sense that it involves calling the team first and then forwarding outwards if no one answers.

Make sure to forward to the after-hours branch for after hours coverage. Maintain the route that your employees need to take during business hours.

Check your current voicemail and/or AI-answering step. If a step answers before it forwards, it won't forward to LeadTruffle. Make sure there are no destinations that return the call to the initial flow.

Step 4: Publish and test

Publish the updated call flow and confirm Quo displays the Live indicator. Editing the flow alone does not activate it.

Dial the business phone number from an outside phone and test each condition to be tested:

  • Allow the team to ring but don't respond and observe overflow destination.
  • Test the after hours branch (if set).
  • Leave a voicemail for text back and review the eligible invitation and consent flow.
  • For AI Voice, verify desired welcome and call experience.
  • Answer a normal call to confirm that the Staff receive calls as they should.

This test examines the overall customer journey. Even a correct looking diagram does not mean the service will run as intended.

Troubleshoot Quo call forwarding

If changes are not effected, verify the business number, published flow, Live state, hours and timezone.

If rings are too quick to reach your staff check on the ring length. If the Quo voicemail rings, rather than LeadTruffle, check the next step after team ringing.

If a forwarded call arrives at LeadTruffle without a text, verify each of the following: destination service, available caller number, eligibility, and messaging configuration.

To prevent forwarding, go back to the original destination or call-flow path, republish the new flow, and test again.

Bring Quo history into your shared inbox

The Quo integration imports inbound and outbound calls and messages from selected business lines into the unified inbox. Available attachments, recordings, transcripts, summaries, and voicemail can appear with that activity. Media availability and playback depend on Quo supplying the content and keeping it accessible; some details may arrive after the call.

You can either begin from now or import 30 or 90 days of history and then configure live updates separately. Your team calls and texts each other as normal (Quo for Quo). Quo data will not contribute to the Billable LeadTruffle usage, other LeadTruffle services will use their normal billing.

FAQs

Does OpenPhone call forwarding also forward SMS?

Voice forwarding is not a setting for SMS forwarding. This is not outbound Quo texting from LeadTruffle, it is outbound Quo message activity that is imported separately via the Quo integration.

Can Quo ring my staff before forwarding?

Yes. For unanswered calls, use a team-ringing step and external forwarding, if your account is configured to support the necessary controls.

Can I forward only after hours?

Yes, with the correct business hours branch. Ensure the timezone is correct and publish the flow first, prior to testing.

Does connecting Quo automatically enable AI answering?

No. Set up the LeadTruffle service and call forwarding independently of each other.

Decide what happens after your Quo team rings

Quo can remain the place your team answers calls and sends texts. Choose where unanswered or after-hours calls should go, then decide separately whether imported Quo activity belongs in your LeadTruffle inbox.

Book a demo to review those two setups together and choose the call experience you want customers to have.