How Tos
2
min read

How to Forward Missed Calls from CallRail to LeadTruffle for Instant AI Lead Qualification

Step-by-step guide to connect CallRail missed calls with LeadTruffle's AI lead qualification – never lose a lead after hours again.
Call rail logo
Written by
Bryan Shankman
Published on
March 19, 2025

Stop Letting CallRail Missed Calls Slip Through the Cracks

Your phone rings at 6:02 PM. It’s a homeowner with a burst pipe, but your team’s already clocked out. By morning? They’ve called three competitors. With CallRail’s call tracking and LeadTruffle’s AI, you’ll never lose a post-hours lead again.

Why Pair CallRail with LeadTruffle?

  • Automatic Lead Rescue: Missed calls trigger instant AI follow-up
  • 24/7 Qualifications: Get service details, photos, and addresses via text
  • Compliance Done For You: Opt-in language and TCPA safeguards built-in

How to Forward CallRail Missed Calls in 4 Steps

Step 1: Grab Your LeadTruffle Forwarding Number

  1. Log into LeadTruffle
  2. Navigate to Missed Calls > Phone Settings
  3. Copy your dedicated forwarding number (looks like 555-123-4567)

Step 2: Set Up Call Forwarding in CallRail

  1. In CallRail, go to Settings > Target Numbers
  2. Edit your tracking number
  3. Under When Calls Go To Voicemail, select Forward to another number
  4. Paste your LeadTruffle forwarding number

Step 3: Record Your Voicemail Greeting (2 Minutes)

  1. Back in LeadTruffle’s Missed Calls section
  2. Click Record Greeting
  3. Use a simple message: "Hi, this is [Your Company]. We’re busy serving other customers. Leave your name, number, and emergency, and we’ll text you right back."

Step 4: Test Real-World Scenarios

  1. Call your CallRail number after hours
  2. Let it roll to voicemail
  3. Check your LeadTruffle dashboard – you’ll see:
    • Transcribed voicemail
    • AI’s SMS conversation history
    • Qualified lead details

How It Works for Home Services

Scenario:

  • 9:15 PM: Roofer gets missed call from Homeowner Jane
  • 9:16 PM: LeadTruffle texts:"Hi Jane, this is Peak Roofing. We’re sorry we missed you! You mentioned ‘leak above bedroom’ – mind sharing photos via text? Reply YES to continue."

By morning, your crew arrives knowing:

  • Roof age
  • Leak location photos
  • Emergency contact info

Start Your 14-Day Trial Today

No coding. No compliance headaches. Just:

  1. Sign up for LeadTruffle
  2. Follow the steps above
  3. Let your AI handle after-hours leads

Questions? Our team’s ready at support@leadtruffle.com – we answer faster than most contractors show up to estimates.

Want to see LeadTruffle in action?
Start your free trial now and turn leads into jobs with LeadTruffle.
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