How to Forward Missed Calls from OpenPhone to LeadTruffle in 4 Simple Steps

Turn Missed Calls Into Qualified Leads (Without Lifting a Finger)

Home service businesses lose an average of 20% of potential jobs to unanswered calls. With OpenPhone and LeadTruffle, those missed opportunities become AI-qualified leads in your CRM before you finish your coffee. Here's how to set it up:

What You'll Need:

• An OpenPhone account (sign up free)
• A LeadTruffle account (14-day trial available)
• 6 minutes of setup time

Step 1: Set Up Call Forwarding in OpenPhone

1. Log into your OpenPhone dashboard
2. Go to Settings > Call Handling
3. Under 'When Calls Go Unanswered', select Forward to Number
4. Copy the dedicated phone number from your LeadTruffle account (found here)
5. Paste it into OpenPhone's forwarding field

Step 2: Configure LeadTruffle's Missed Call Handling

1. In LeadTruffle, go to Missed Calls Settings
2. Record your 15-second voicemail greeting (e.g., "Thanks for calling Smith Roofing! Leave a message and we'll text you right back")
3. Set up your AI qualification questions using either:
   • Freeform mode: Natural conversation ("Ask about their roof type and leak location")
   • Structured mode: Specific data points (Address, Job Type, Urgency)

Test your AI responder using the built-in conversation simulator until it handles queries like your best employee.

Real-World Example: Peak Season Plumbing

Roto-Rooter of Austin saw 38% more booked jobs after connecting OpenPhone to LeadTruffle. Now when calls go unanswered:

1. Lead leaves voicemail about basement backup
2. AI texts: "Thanks for calling! To help faster: What's the water source? Any electrical hazards nearby?"
3. Qualified lead details hit their ServiceTitan CRM before their truck returns to the shop

Why This Beats Callback Requests

• 24/7 qualification: AI texts leads even at 2AM
• Compliance handled: Automatic SMS opt-in/out
• CRM-ready data: Addresses, job details, and photos collected automatically
• No app switching: Conversations appear in LeadTruffle's lead dashboard

Start Capturing Every Opportunity

Your hardest-earned leads shouldn't vanish because a customer called during lunch rush. Set up OpenPhone forwarding in 4 minutes, then let LeadTruffle's AI do the qualifying heavy lifting.

Try LeadTruffle free for 14 days (includes 10 AI-qualified leads)

Pro Tip: Combine with LeadTruffle's website chat widget to capture leads before they even call.