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Stop Manually Copying Leads with a Yelp Zapier Integration
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Why Home Service Businesses Struggle with Yelp Lead Management
A Yelp Zapier integration connects your Yelp Business Account to over 7,000 apps, automatically routing leads from Yelp Request-a-Quote (RAQ) to your CRM, spreadsheets, or messaging platforms without manual data entry. Here's how to set it up:
Quick Setup Steps:
- Prerequisites: Active Yelp Business Account with RAQ enabled + Zapier account
- Connect: Authenticate Yelp Leads app in Zapier using your business credentials
- Configure: Select triggers (New Lead, New Consumer Message, Phone Availability)
- Map: Route lead data to your CRM or spreadsheet with field mapping
- Test: Verify workflows with real data (avoid dummy test data limitations)
Key Benefits: Instant lead routing, automated follow-ups, masked contact data (30-day expiration), two-way messaging, and efficient task management for Yelp businesses.
If you're running a home service business, you already know that Yelp drives high-intent leads. Someone searching for a plumber, HVAC tech, or electrician on Yelp is ready to hire—often the same day. But here's where most businesses lose the advantage: those valuable leads get stuck in the Yelp inbox, buried in email notifications, or manually copied into spreadsheets. By the time you follow up, the customer may have already moved on to another provider.
Learn how AI lead management solutions work with Yelp integrations, or see how Onepath's AI Lead Manager eliminates manual lead entry entirely.
Manual lead management creates three critical problems. First, response time suffers—every minute of delay reduces your chance of booking the job. Second, visibility disappears—you can't track which marketing channels actually drive revenue when leads live in disconnected inboxes. Third, follow-up becomes inconsistent—busy field teams forget to respond, or messages get lost in the shuffle between office staff and technicians.
The research shows that Zapier supports integrations with over 7,000 apps, meaning you can connect Yelp leads to virtually any CRM, scheduling tool, or communication platform your business already uses. Yelp businesses can utilize the Yelp Leads or Yelp Conversions integrations to automate lead workflows effectively—making this the ideal time to optimize your lead management.
Getting Started with the Yelp Zapier Integration
Before we can wave goodbye to manual data entry, we need to make sure your digital foundation is solid. Setting up a Yelp Zapier Integration is straightforward, but it does require a few specific ingredients to work correctly.
First, you must have a Yelp Business Account. This is your home base for managing your profile and reviews. Crucially, you must also have Yelp RAQ (Request-a-Quote) enabled. Without RAQ, there are no lead forms for Zapier to "grab."
Next, you’ll need a Zapier account. If you haven't used Zapier before, think of it as a universal translator that allows different software programs to talk to each other. Finally, you will use the Yelp Leads Zapier app to bridge the gap between Yelp and your chosen CRM.
| Feature | Manual Lead Entry | Automated Zapier Workflow |
|---|---|---|
| Response Speed | Minutes to hours (or days) | Instant / Seconds |
| Data Accuracy | High risk of typos | 100% accurate mapping |
| Effort | Constant manual checking | Set it and forget it |
| Follow-up | Easily forgotten | Automated via CRM/AI |
| Tracking | Often lost in spreadsheets | Full journey visibility |
Understanding Triggers and Actions for Automation
To build a successful automation, we need to understand the "if-then" logic of Zapier. In Zapier-speak, a Trigger is the event that starts the workflow (e.g., "A new lead arrives on Yelp"), and an Action is what happens next (e.g., "Create a new customer in our CRM").
When you use the Leads API - Zapier Integration, you gain access to rich lead data fields. This includes project information, service categories, and responses from RAQ surveys. For home service pros, this means you aren't just getting a name; you're getting the full context of the job before you even pick up the phone.
Leveraging these triggers is a core part of Integration Workflow Optimization. By mapping these fields correctly, you ensure that your Product (like your CRM) is always up to date with the latest homeowner details.
Key Triggers for Yelp Zapier Integration
There are four primary triggers you’ll use to manage your Yelp pipeline:
- New Lead: Fires whenever a consumer submits a Request-a-Quote form. This is the "big one" for most businesses.
- New Consumer Message: Triggers when a lead sends a new message within an existing thread.
- New Business Message: Triggers when someone from your team replies. This is vital for syncing two-way conversations.
- Phone Availability: This is a specialized trigger. Because Yelp requires an opt-in for phone numbers, the number might not be available the second the lead is created. This trigger waits for that data to become available so you can update your records.
For larger businesses with 10+ locations, Yelp Conversions Integrations allow you to send data back to Yelp to measure ROI. Combining these triggers with AI lead management solutions ensures no message goes unanswered.
Essential Actions for Lead Management
Once a trigger is pulled, you can perform several actions within Yelp directly from Zapier:
- Create Message: Send an instant auto-response to the lead.
- Mark Lead as Replied: Keeps your Yelp "Response Rate" high and your inbox organized.
- Get Lead Details: Pulls additional data if you need to refresh a record.
For contractors, using these actions as part of a CRM Integration AI workflow can transform how you handle intake. It’s a game-changer for AI for home services contractors who need to stay in the field rather than behind a desk.
Step-by-Step Guide: Connecting Yelp Leads to Your CRM
Ready to get technical? Don't worry, it's simpler than it sounds. If you get stuck, you can always use this form for technical guidance to reach the Yelp support team.
The authentication process involves logging into your Yelp Business Account through the Zapier interface. This creates a secure "handshake" between the two platforms. Once connected, you’ll start mapping fields—matching Yelp’s "Consumer Name" to your CRM’s "First Name" field, and so on.
One important note: Yelp uses masked contact data. For privacy reasons, you won't see the lead's personal email or true phone number immediately. Instead, you get a masked version (e.g., a Yelp-specific email address) that routes to their inbox. These masked details have a 30-day expiration. You can read more about the technical details in this blog on phone masking.
To receive masked phone numbers, you must fill out the form for phone allowlisting. This tells Yelp which of your business numbers are authorized to call the masked numbers provided in the leads.
Setting Up Your First Yelp Zapier Integration Workflow
We recommend starting with a "New Lead to Spreadsheet" or "New Lead to CRM" workflow.
- Trigger Selection: Choose "Yelp Leads" as the app and "New Lead" as the event.
- Account Authentication: Log in and select the specific business location you want to track.
- Action Mapping: Choose your CRM and map the fields.
- Test: Zapier will pull a sample lead. Note: Initial testing often uses dummy data. To truly verify your setup, you’ll want to submit a real test lead through your own Yelp page.
Want to save time? Get a head start by using this Zapier template! It’s pre-configured to handle the most common lead-capture steps.
Frequently Asked Questions about Yelp Automation
Even with the best tools, questions pop up. If you run into issues that this guide doesn't cover, you can fill out the form for support requests or email the team directly at zapier-support@yelp.com.
For multi-location businesses, the benefits are even greater. Using Yelp Conversions CAPI, you can bridge the gap between a Yelp click and a closed sale in your CRM. This provides the ultimate ROI measurement, showing exactly which Yelp Ads are driving growth for your business.
How do I access masked phone numbers and emails?
Yelp takes privacy seriously. To protect consumers, they provide masked contact data. Here is what you need to know:
- Expiration: Masked info expires 30 days after the lead is submitted.
- Opt-in: The lead submitter must opt-in to share their phone number (this usually takes a few minutes).
- Allowlisting: You must provide Yelp with the phone numbers your business uses to call out.
- Timeline: Once you submit your allowlist form, there is typically a 5-business-day configuration window before masked numbers start appearing in your Zaps.
What if my CRM is not natively supported by Zapier?
While Zapier supports 7,000+ apps, you might use a niche industry tool that isn't on the list. In this case, you have two options:
- Webhooks: You can use Zapier’s "Webhooks" tool to send data to any software with an open API.
- Custom Build: Refer to the Leads API - Zapier Integration documentation. Depending on your engineering bandwidth, building a custom connection can take anywhere from a few days to one month.
Conclusion
Stop letting your hard-earned leads go cold in an inbox. By implementing a yelp zapier integration, you reclaim your time and ensure that every potential customer gets the immediate attention they deserve.
If youre a homeowner reaching out through Yelp Request-a-Quote, automation helps ensure your request is logged immediately, routed to the right team, and followed up on consistentlyso you can move from inquiry to appointment without delays or missed messages.
With the right setup, your details and project notes can be organized automatically, and conversations can stay in one placemaking it easier for you to get clear answers and schedule service.
Why Home Service Businesses Struggle with Yelp Lead Management
A Yelp Zapier integration connects your Yelp Business Account to over 7,000 apps, automatically routing leads from Yelp Request-a-Quote (RAQ) to your CRM, spreadsheets, or messaging platforms without manual data entry. Here's how to set it up:
Quick Setup Steps:
- Prerequisites: Active Yelp Business Account with RAQ enabled + Zapier account
- Connect: Authenticate Yelp Leads app in Zapier using your business credentials
- Configure: Select triggers (New Lead, New Consumer Message, Phone Availability)
- Map: Route lead data to your CRM or spreadsheet with field mapping
- Test: Verify workflows with real data (avoid dummy test data limitations)
Key Benefits: Instant lead routing, automated follow-ups, masked contact data (30-day expiration), two-way messaging, and efficient task management for Yelp businesses.
If you're running a home service business, you already know that Yelp drives high-intent leads. Someone searching for a plumber, HVAC tech, or electrician on Yelp is ready to hire—often the same day. But here's where most businesses lose the advantage: those valuable leads get stuck in the Yelp inbox, buried in email notifications, or manually copied into spreadsheets. By the time you follow up, the customer may have already moved on to another provider.
Learn how AI lead management solutions work with Yelp integrations, or see how Onepath's AI Lead Manager eliminates manual lead entry entirely.
Manual lead management creates three critical problems. First, response time suffers—every minute of delay reduces your chance of booking the job. Second, visibility disappears—you can't track which marketing channels actually drive revenue when leads live in disconnected inboxes. Third, follow-up becomes inconsistent—busy field teams forget to respond, or messages get lost in the shuffle between office staff and technicians.
The research shows that Zapier supports integrations with over 7,000 apps, meaning you can connect Yelp leads to virtually any CRM, scheduling tool, or communication platform your business already uses. Yelp businesses can utilize the Yelp Leads or Yelp Conversions integrations to automate lead workflows effectively—making this the ideal time to optimize your lead management.
Getting Started with the Yelp Zapier Integration
Before we can wave goodbye to manual data entry, we need to make sure your digital foundation is solid. Setting up a Yelp Zapier Integration is straightforward, but it does require a few specific ingredients to work correctly.
First, you must have a Yelp Business Account. This is your home base for managing your profile and reviews. Crucially, you must also have Yelp RAQ (Request-a-Quote) enabled. Without RAQ, there are no lead forms for Zapier to "grab."
Next, you’ll need a Zapier account. If you haven't used Zapier before, think of it as a universal translator that allows different software programs to talk to each other. Finally, you will use the Yelp Leads Zapier app to bridge the gap between Yelp and your chosen CRM.
| Feature | Manual Lead Entry | Automated Zapier Workflow |
|---|---|---|
| Response Speed | Minutes to hours (or days) | Instant / Seconds |
| Data Accuracy | High risk of typos | 100% accurate mapping |
| Effort | Constant manual checking | Set it and forget it |
| Follow-up | Easily forgotten | Automated via CRM/AI |
| Tracking | Often lost in spreadsheets | Full journey visibility |
Understanding Triggers and Actions for Automation
To build a successful automation, we need to understand the "if-then" logic of Zapier. In Zapier-speak, a Trigger is the event that starts the workflow (e.g., "A new lead arrives on Yelp"), and an Action is what happens next (e.g., "Create a new customer in our CRM").
When you use the Leads API - Zapier Integration, you gain access to rich lead data fields. This includes project information, service categories, and responses from RAQ surveys. For home service pros, this means you aren't just getting a name; you're getting the full context of the job before you even pick up the phone.
Leveraging these triggers is a core part of Integration Workflow Optimization. By mapping these fields correctly, you ensure that your Product (like your CRM) is always up to date with the latest homeowner details.
Key Triggers for Yelp Zapier Integration
There are four primary triggers you’ll use to manage your Yelp pipeline:
- New Lead: Fires whenever a consumer submits a Request-a-Quote form. This is the "big one" for most businesses.
- New Consumer Message: Triggers when a lead sends a new message within an existing thread.
- New Business Message: Triggers when someone from your team replies. This is vital for syncing two-way conversations.
- Phone Availability: This is a specialized trigger. Because Yelp requires an opt-in for phone numbers, the number might not be available the second the lead is created. This trigger waits for that data to become available so you can update your records.
For larger businesses with 10+ locations, Yelp Conversions Integrations allow you to send data back to Yelp to measure ROI. Combining these triggers with AI lead management solutions ensures no message goes unanswered.
Essential Actions for Lead Management
Once a trigger is pulled, you can perform several actions within Yelp directly from Zapier:
- Create Message: Send an instant auto-response to the lead.
- Mark Lead as Replied: Keeps your Yelp "Response Rate" high and your inbox organized.
- Get Lead Details: Pulls additional data if you need to refresh a record.
For contractors, using these actions as part of a CRM Integration AI workflow can transform how you handle intake. It’s a game-changer for AI for home services contractors who need to stay in the field rather than behind a desk.
Step-by-Step Guide: Connecting Yelp Leads to Your CRM
Ready to get technical? Don't worry, it's simpler than it sounds. If you get stuck, you can always use this form for technical guidance to reach the Yelp support team.
The authentication process involves logging into your Yelp Business Account through the Zapier interface. This creates a secure "handshake" between the two platforms. Once connected, you’ll start mapping fields—matching Yelp’s "Consumer Name" to your CRM’s "First Name" field, and so on.
One important note: Yelp uses masked contact data. For privacy reasons, you won't see the lead's personal email or true phone number immediately. Instead, you get a masked version (e.g., a Yelp-specific email address) that routes to their inbox. These masked details have a 30-day expiration. You can read more about the technical details in this blog on phone masking.
To receive masked phone numbers, you must fill out the form for phone allowlisting. This tells Yelp which of your business numbers are authorized to call the masked numbers provided in the leads.
Setting Up Your First Yelp Zapier Integration Workflow
We recommend starting with a "New Lead to Spreadsheet" or "New Lead to CRM" workflow.
- Trigger Selection: Choose "Yelp Leads" as the app and "New Lead" as the event.
- Account Authentication: Log in and select the specific business location you want to track.
- Action Mapping: Choose your CRM and map the fields.
- Test: Zapier will pull a sample lead. Note: Initial testing often uses dummy data. To truly verify your setup, you’ll want to submit a real test lead through your own Yelp page.
Want to save time? Get a head start by using this Zapier template! It’s pre-configured to handle the most common lead-capture steps.
Frequently Asked Questions about Yelp Automation
Even with the best tools, questions pop up. If you run into issues that this guide doesn't cover, you can fill out the form for support requests or email the team directly at zapier-support@yelp.com.
For multi-location businesses, the benefits are even greater. Using Yelp Conversions CAPI, you can bridge the gap between a Yelp click and a closed sale in your CRM. This provides the ultimate ROI measurement, showing exactly which Yelp Ads are driving growth for your business.
How do I access masked phone numbers and emails?
Yelp takes privacy seriously. To protect consumers, they provide masked contact data. Here is what you need to know:
- Expiration: Masked info expires 30 days after the lead is submitted.
- Opt-in: The lead submitter must opt-in to share their phone number (this usually takes a few minutes).
- Allowlisting: You must provide Yelp with the phone numbers your business uses to call out.
- Timeline: Once you submit your allowlist form, there is typically a 5-business-day configuration window before masked numbers start appearing in your Zaps.
What if my CRM is not natively supported by Zapier?
While Zapier supports 7,000+ apps, you might use a niche industry tool that isn't on the list. In this case, you have two options:
- Webhooks: You can use Zapier’s "Webhooks" tool to send data to any software with an open API.
- Custom Build: Refer to the Leads API - Zapier Integration documentation. Depending on your engineering bandwidth, building a custom connection can take anywhere from a few days to one month.
Conclusion
Stop letting your hard-earned leads go cold in an inbox. By implementing a yelp zapier integration, you reclaim your time and ensure that every potential customer gets the immediate attention they deserve.
If youre a homeowner reaching out through Yelp Request-a-Quote, automation helps ensure your request is logged immediately, routed to the right team, and followed up on consistentlyso you can move from inquiry to appointment without delays or missed messages.
With the right setup, your details and project notes can be organized automatically, and conversations can stay in one placemaking it easier for you to get clear answers and schedule service.
Boost Your Lead Conversions. Start Using Onepath Today.
Onepath is your AI Lead Manager, built by tech experts and home service pros. It responds instantly, schedules appointments, personalizes customer interactions, and ensures no lead slips through the cracks—backed by 24/7 human support.
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