Connect LeadTruffle to Your Entire Tech Stack

Go beyond the basics. Here you'll find detailed examples, code snippets, and sample data payloads to help you build powerful, custom automations with LeadTruffle.

Jobber Yelp Zapier HubSpot Housecall Pro Workiz Smart Moving
Yelp Logo + Zapier Logo

Example Zapier Workflows

Connect to 5,000+ apps with no code. Here are a few popular "Zaps" our customers use to automate their business.

Jobber? Install Our Marketplace App

We already have a native Jobber integration (linked from our home page) that handles client + request creation automatically. Use the Zapier recipe below only if you need to mirror Jobber data into a second CRM.

Zapier: New Lead (LeadTruffle) → Create Client → Create Request in your backup CRM

Get "Hot Lead" Alerts in Slack

Instantly notify your sales channel when a highly-qualified lead comes in, complete with details and a link to the conversation.

Trigger: New Lead (LeadTruffle)
Filter: Only continue if score > 80
Action: Send Channel Message (Slack)

Add Leads to Nurture Campaigns

Automatically add new leads to your email marketing platform to start a long-term nurture sequence.

Trigger: New Lead (LeadTruffle)
Action: Add/Update Subscriber (Mailchimp)
+

Yelp Leads Are Now First-Class

Capture every Yelp inquiry and keep the conversation inside Yelp Messaging. LeadTruffle now treats Yelp as a native lead source, so Zapier can push new Yelp conversations directly into our AI qualifier and route responses right back to Yelp.

Trigger: New Lead or Message (Yelp via Zapier)
Action: Send payload to LeadTruffle (Zapier)
Action: Reply inside Yelp Messaging with AI

Stay compliant with Yelp's policies while letting LeadTruffle qualify the lead, gather project details, and notify your team the moment the conversation needs a human handoff.

Real-Time Data with Webhooks

For custom apps or internal systems, webhooks send real-time data via a POST request for every new lead or event.

Sample Webhook Payload
{
  "event_type": "lead.qualified",
  "lead": {
    "id": "ld_12345",
    "name": "Jane Doe",
    "phone": "+15551234567",
    "source": "website_widget"
  },
  "qualification_data": {
    "service_needed": "Leaky faucet repair",
    "address": "123 Main St, Anytown, USA"
  },
  "tracking": {
    "utm_source": "google",
    "gclid": "some-google-click-id"
  },
  "conversation_url": "https://app.leadtruffle.com/c/..."
}
Example: Node.js + Express Receiver
const express = require('express');
const app = express();
app.use(express.json());

app.post('/leadtruffle-webhook', (req, res) => {
  const event = req.body;

  // TODO: Verify webhook signature for security

  if (event.event_type === 'lead.qualified') {
    console.log(`New lead: ${event.lead.name}`);
    // Add to your database or internal tools
  }

  res.status(200).send('Received');
});

app.listen(3000, () => console.log('Listening...'));

Full Control with our REST API

Build custom dashboards, automate widget configuration, manage clients, and integrate with approved lead sources using our comprehensive API.

Lead & Conversation Management

Retrieve leads, conversation history, and qualification data. Perfect for custom dashboards and reporting.

GET /v1/pub/leads GET /v1/pub/leads/[id] GET /v1/pub/leads-lite

Client Database Management

Create, update, and retrieve client records. Manage your customer database programmatically.

POST /v1/pub/clients/upsert GET /v1/pub/clients/by-phone/[phoneNumber]

Widget Configuration

Programmatically update widget styling, AI prompts, and lead qualification settings.

GET /v1/pub/chat-widget/config PUT /v1/pub/chat-widget/config

Advanced Webhooks (V2)

Create webhooks for multiple event types: lead created, message replies, and conversation completed.

POST /v2/pub/webhooks PUT /v2/pub/webhooks/[id]
Example: Update Chat Widget Configuration
const axios = require('axios');

async function updateWidgetConfig() {
  try {
    const response = await axios.put(
      'https://pub-api.leadtruffle.com/api/v1/pub/chat-widget/config',
      {
        greetingMessage: 'Welcome! Text us for immediate help.',
        primaryColor: '#ff6b35',
        leadQualifierAgentConfig: {
          agentInstructions: 'Ask about location, timeline, and budget.',
          maximumMessagesLimit: 20
        }
      },
      {
        headers: {
          'X-API-Key': 'YOUR_API_KEY'
        }
      }
    );
    console.log('Widget updated:', response.data);
  } catch (error) {
    console.error('Error:', error);
  }
}
Example: Create Advanced Webhook
const axios = require('axios');

async function createWebhook() {
  try {
    const response = await axios.post(
      'https://pub-api.leadtruffle.com/api/v2/pub/webhooks',
      {
        eventType: 'LEAD_CREATED',
        url: 'https://your-app.com/webhooks/leads'
      },
      {
        headers: {
          'X-API-Key': 'YOUR_API_KEY'
        }
      }
    );
    console.log('Webhook created:', response.data);
  } catch (error) {
    console.error('Error:', error);
  }
}
🔒

Programmatic Lead Qualification

For approved integrations, we offer a restricted endpoint to trigger AI lead qualification for leads collected from Facebook Ads, Google Ads, Yelp, and Thumbtack with proper SMS opt-in compliance.

Requirements: Active 10DLC number, SMS opt-in compliance, LeadTruffle approval
Approved Sources: Facebook Lead Ads, Google Lead Ads, Yelp (first-class), Thumbtack
Contact: support@leadtruffle.com for approval process

One-Click Native CRM Integrations

For popular home service CRMs, we've built direct integrations. Connect your account in minutes and get data flowing automatically.

Jobber

Create new Clients and Requests automatically from qualified leads, with the full conversation history synced as a note.

Housecall Pro

Automatically create new Customers in Housecall Pro, pre-filled with the lead's contact information and project details.

Smart Moving

Send new leads directly into your Smart Moving pipeline, ready for your sales team to follow up and quote.

HubSpot

Create new Contacts and Deals in your HubSpot pipeline, and sync conversation highlights to the activity timeline.

Workiz

Automatically create leads in your Workiz field service management system with full conversation context and service details.

Don't see your CRM?

Our Expert Plan includes a custom integration service. Our team will build a bespoke connection to your software.

Learn About the Expert Plan

Connect LeadTruffle to Your Workflow

Start syncing qualified leads to your CRM, email platform, and project management tools in minutes. Keep your existing workflow while adding AI-powered lead qualification.

✓ All integrations included • ✓ Setup support available