How It Works Agencies Blog
Pricing
Get Started
LeadTruffle + Workiz Integration: Automatically Sync Your Leads
LeadTruffle Insights

LeadTruffle + Workiz Integration: Automatically Sync Your Leads

Seamlessly connect LeadTruffle to Workiz and automatically push qualified leads to your field service management system. Simple setup with just an API key - no technical expertise required.

Managing leads between your website and field service management system shouldn’t be a manual process. That’s why we’re excited to announce our brand new Workiz integration that automatically pushes every qualified lead from LeadTruffle directly into your Workiz account - no manual data entry required.

If you’re already using Workiz to manage your field service business, this integration will revolutionize how you handle lead management. Every lead captured through our AI chat widgets, missed call handling, or voice agent will automatically appear in your Workiz system with all the qualification details intact, ready to be converted into scheduled jobs.

How the LeadTruffle Workiz Integration Works

Our Workiz integration is designed for simplicity and reliability. Here’s what happens automatically:

Instant Lead Creation

When LeadTruffle captures a lead through any channel (website chat, missed call, or AI voice agent), the lead is immediately created in your Workiz account with all contact information and service details.

Complete Qualification Data

All the information our AI collects during the qualification conversation is pushed to Workiz, including:

  • Contact details (name, phone, email, address)
  • Service requirements and project details
  • Timeline and urgency information
  • Photos or additional notes from the conversation
  • Source attribution (website, missed call, etc.)
  • UTM tracking parameters for marketing attribution

Conversation History

The complete conversation transcript between your AI agent and the lead is included, giving your field technicians and dispatchers full context for follow-up and job planning.

Real-Time Sync

Leads appear in Workiz within seconds of being qualified, ensuring your team can act immediately on hot prospects and convert them into scheduled jobs.

Benefits of the Integration

Eliminate Manual Data Entry

No more copying and pasting lead information from one system to another. Everything flows automatically, saving hours of administrative work each week and reducing data entry errors.

Maintain Complete Lead Context

Your dispatch team and field technicians get the full picture - not just contact information, but the entire qualification conversation, specific customer needs, and project requirements.

Improve Response Times

With leads automatically in your Workiz system, your team can follow up faster using your established scheduling and dispatch processes.

Better Attribution and Reporting

UTM parameters and source information help you track which marketing channels are driving the most valuable leads through your Workiz analytics and reporting tools.

Seamless Workflow Integration

The integration works with your existing Workiz workflows, scheduling system, and automation rules - no need to rebuild your field service processes.

Setting Up the Integration

The setup process is incredibly straightforward and takes less than 5 minutes:

Workiz Integration Setup Screenshot

Step 1: Get Your Workiz API Key

  1. Log into your Workiz account
  2. Navigate to Settings → Integrations → API Settings
  3. Generate a new API key with lead creation permissions
  4. Copy your API key securely

Step 2: Add the API Key to LeadTruffle

  1. Log into your LeadTruffle account
  2. Go to External CRMs section or visit directly:
  3. Select Workiz from the available integrations
  4. Paste your API key and click “Connect”

Step 3: Test the Connection

Send a test lead through your LeadTruffle system to confirm the integration is working properly. The lead should appear in your Workiz account within seconds.

That’s it! No webhook configuration, no complex mapping - just add your API key and you’re ready to go.

What Gets Synced to Workiz

Every lead that comes through LeadTruffle will create a new contact in Workiz with the following information:

Contact Properties

  • First Name
  • Last Name
  • Phone Number
  • Email Address (if collected)
  • Street Address
  • City, State, ZIP
  • Service type requested
  • Project details and specifications
  • Urgency level and timeline

Lead Qualification Data

  • Complete conversation transcript
  • Service requirements and scope
  • Customer preferences and special requests
  • Budget range (if discussed)
  • Preferred appointment times
  • Any photos or attachments from the conversation

Marketing Attribution

  • UTM Source, Medium, Campaign, Term, and Content
  • Referrer information
  • Landing page details
  • Lead capture method (widget, missed call, voice agent)

Integration with Workiz Workflows

Once your leads are in Workiz, they automatically integrate with your existing field service workflows. You can:

  • Convert leads to jobs with one click using Workiz’s job scheduling system
  • Assign leads to specific technicians based on service area, expertise, or availability
  • Set up automated follow-up sequences for different types of service requests
  • Create estimates and quotes directly from the lead information
  • Schedule appointments using Workiz’s calendar and dispatching tools
  • Track lead-to-job conversion rates through Workiz’s reporting dashboard

Multiple Lead Sources, One Integration

The beauty of our Workiz integration is that it works across all LeadTruffle lead capture methods:

Website Chat Widgets

Every form submission from your chat widget, popup, or embedded form automatically syncs to Workiz with full conversation context and service requirements.

Missed Call Handling

When we handle your missed calls and qualify leads via SMS, all the information flows into Workiz including the original voicemail transcription and service details.

AI Voice Agent

Leads qualified through our voice agent appear in Workiz with complete call transcripts and all collected project information.

Perfect for Field Service Businesses

Workiz is specifically designed for field service contractors including:

  • HVAC technicians - Heating, cooling, and ventilation service requests
  • Plumbers - Emergency repairs, installations, and maintenance
  • Electricians - Electrical repairs, installations, and upgrades
  • Garage door services - Repairs, installations, and maintenance
  • Locksmith services - Emergency lockouts, key cutting, and security
  • Appliance repair - Washing machines, dryers, refrigerators, and more
  • Cleaning services - Residential and commercial cleaning
  • Junk removal - Household and commercial debris removal

Pricing and Availability

The Workiz integration is available to all LeadTruffle customers at no additional cost. Whether you’re on our Basic, Pro, or Expert plan, you can connect your Workiz account and start syncing leads immediately.

This integration is particularly valuable for field service businesses that need to quickly convert leads into scheduled jobs with accurate service details and customer information.

Getting Started Today

Ready to streamline your lead management with automatic Workiz sync? Here’s how to get started:

For Existing LeadTruffle Customers

  1. Log into your LeadTruffle account
  2. Navigate to your integration settings
  3. Follow the setup steps above to connect Workiz
  4. Test with a sample lead to confirm everything is working

For New Customers

  1. Start your free 14-day trial
  2. Set up your AI lead capture system
  3. Connect your Workiz account during the setup process
  4. Watch as qualified leads automatically appear in your field service management system

Why This Integration is a Game-Changer

Field service businesses face unique challenges when it comes to lead management:

  • Time-sensitive opportunities - Service requests often need immediate response
  • Complex service requirements - Customers need to describe specific problems and locations
  • Mobile workforce - Technicians need access to lead information on the go
  • Scheduling coordination - Leads need to be quickly converted to scheduled jobs

The LeadTruffle + Workiz integration addresses all these challenges by automatically capturing, qualifying, and transferring leads with complete context, so your field service team can focus on what they do best - delivering exceptional service.

Looking to connect LeadTruffle with other tools? Check out our other CRM and field service integration guides:

Need help with setup? Our integration experts are standing by to help you get connected. Contact our support team for personalized assistance.

Transform Your Field Service Lead Management

The combination of LeadTruffle’s AI-powered lead capture and qualification with Workiz’s comprehensive field service management capabilities creates a seamless lead-to-job pipeline. You’ll never miss another opportunity, and your field service team will have all the context they need to deliver exceptional service and close more deals.

Stop losing leads to slow response times and manual data entry errors. Connect LeadTruffle to Workiz today and transform how your field service business captures, qualifies, and converts leads into scheduled jobs and satisfied customers.

Ready to automate your field service lead management? Start your free trial and connect Workiz in minutes, or book a demo to see the integration in action.

Related Articles