Is there a free trial?

Yes. Starter is free for 7 days. No card. It ends on its own after 7 days unless you add one.

Every tier is month to month. Annual commitment is optional and takes twenty percent off the monthly.

Content, prospects, scoring runs and refreshes are all inside the number for your tier.

Why is there no price for Command?

It is scoped per engagement after you have seen the product on your own accounts, because it is our team running your account and the scope decides the cost.

Is there a setup fee?

The first month is the whole of it. You pay the first month and setup on your own accounts starts.

Yes. The account owner moves up from the Billing tab at any time, and the new price is shown and confirmed before anything is charged. To move down, write to us.

Do I need TruLata to get a website?

No. The site builder stands on its own: building is free, and going live is $49 a month or $468 a year.

What do I keep if I leave?

Your Drive folder of content, your lead ledger, and your own accounts with our access revoked by you.

Leads and calls

Bring leads in from your CRM, Angi, Thumbtack and other tools

Connect GoHighLevel, HubSpot, Pipedrive, Insightly and other lead sources so their new leads arrive on the Leads tab with their source.

2 min read · Updated November 2, 2026

#Connect your CRM

Each of these sends its new leads to your Leads tab with the source the platform recorded:

GoHighLevel: new opportunities. Paste a Private Integration token (in GoHighLevel: Settings, Private Integrations, with Contacts and Opportunities read access) and your Location id (Settings, Business Profile).
HubSpot: new contacts. Paste a Private app access token (Settings, Integrations, Private Apps, with crm.objects.contacts.read).
Pipedrive: new people. Paste your API token (your name at the top right, Personal preferences, API).
Insightly: new leads. Paste your API key and API pod (your picture at the top right, User Settings, API).

#How connecting works

Open Integrations. Search for the tool, or open the CRM category.
Press its card, fill in every box and press Connect. Where a platform offers it, a button such as Connect HubSpot opens the platform so you approve access there instead of pasting a key.
TruLata tries the key once while the button reads Checking.... A key that works is saved and you see Connected. New leads from your CRM start arriving on the Leads tab. A key that fails is not saved, and the message says why.

TipKeys are stored encrypted and never shown again. Disconnect on the card removes one.

#Legal practice tools

Clio Manage and Lawmatics send new matters to the Leads tab with the source your firm recorded, and fill the Jobs tab with matters by stage.

#Angi and Thumbtack

Where they are switched on for your account, the Angi and Thumbtack cards under Lead marketplaces show a private address. Every new lead from the platform lands on the Leads tab with the job asked about, and the account owner gets an email.

For Angi, email crmintegrations@angi.com your Angi ID and ask them to send your leads to that address. For Thumbtack, open thumbtack.com/pro/webhooks/list, add a webhook for new leads and paste the address. Share the address only with that platform: anyone who has it can send leads to your account.

If a card shows Request Angi or Request Thumbtack instead, press it and our team connects it with you.

#Outlook and Excel

Where Microsoft connections are switched on for your account, Outlook brings website form messages from your Outlook inbox onto the Leads tab, and Excel lead sheet reads the lead list you keep in Excel on OneDrive. Each opens Microsoft so you approve read-only access.

#Questions

My CRM is not on the list.

Write to support@trulata.com and name the tool you use.

Does TruLata change anything in my CRM?

These connections read. The key or approval you give is for reading your leads, and outcomes you mark on the Leads tab are saved on the lead in TruLata.

Where do I see which tool a lead came from?

In the Came from column on the Leads tab. Pick a source in the dropdown above the list to see only its leads.

Find your way around the Integrations tabSearch, filter and sort every tool you can connect, see what is connected, and open any card to connect or manage it.See where each lead came fromHow TruLata records the source of every lead, what the Came from column means and how to see the leads from one channel.Read, search and filter the Leads tabWhat each column on the Leads tab means, how to search and filter the list, and how to open a lead's full details.Bring your CallRail calls onto the Leads tabConnect CallRail with an API key so every tracked call arrives on the Leads tab with its source, answered or missed.Make, copy or revoke an API keyMake a key on the Integrations tab for Zapier, Make, n8n, Pipedream or your own code. It is shown once and opens only your account.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request