Leads API - Zapier Integration

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Zapier lets you connect different apps and automate tasks between them—no coding needed. For local businesses using Yelp Leads, Zapier can automatically send new leads from Yelp to your email, CRM, or other tools, helping you follow up faster and stay organized. This means easy setup, less manual work, and a smoother lead generation workflow.

Table of Contents

• How it Works
• Setup Guide
  • Getting Started
  • Authentication
  • Lead Data
  • Masked Contact Data
  • Project Information
  • Two-Way Communication
• Example Zap Workflows
• FAQ

Prerequisites

• You have a Yelp Business Account.
• You have Yelp RAQ (Request-a-Quote) enabled.
• You have a Zapier account.
• You have an idea of an app that you want to connect the Yelp Leads Zapier app to.
  • e.g. ServiceTitan, Google Sheets, Salesforce, Hubspot, Slack, Discord

Key Terms

• Zap: A Zapier workflow. A Zap consists of one Trigger and one or more subsequent Actions.
  • e.g. When a new Yelp Lead is generated (Trigger), a new row is created in Google Sheets (Action).
• Trigger: The starting point for a Zap. A Trigger is typically some sort of listener that waits on a specific event in your target app.
  • e.g. When a new message is received on a Yelp Lead.
• Action: A middle or final step in a Zap. An Action is a step that occurs after a Trigger or after another Action.
  • e.g. Send the Yelp Lead data to Salesforce.

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How it Works

Zapier supports integrations with over 7,000 apps, so no matter how your lead generation pipeline is set up, the Yelp Leads Zapier app offers nearly unlimited automation options.

With a Yelp Leads Zapier trigger, you can automatically start your lead conversion workflow as soon as a new lead comes in via the Yelp Leads API.

With a Yelp Leads Zapier action, you can automatically update or reply to a Yelp Lead thread in response to events from any other connected app.

Yelp Leads Triggers and Actions

Triggers

Actions

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Setup Guide

Getting Started

Create a new Zap in Zapier. Click on the Trigger step.

Search for "Yelp" in the application gallery and select Yelp Leads.

In the input field Trigger event, select New Lead. This is the trigger type we will be using for the sake of demonstration. Once you are familiar with the Zapier workflow, feel free to experiment with the others! Please note that additional steps are required to access phone numbers through Yelp Leads. If you are interested, please first set up the Phone Availability Zap trigger and then fill out this form so Yelp can configure access.

By selecting New Lead as the trigger step, we are setting up a Zap to listen for a new lead on your Yelp business account. Upon notification of a new lead, the Zap will trigger a subsequent action.

Authentication

You’ll need to sign in to your Yelp Business Account when setting up Yelp Leads triggers and actions in Zapier. Once authenticated, your Zapier account will remain connected to your Yelp Business Account. It's worth noting that you can have multiple Yelp Business Accounts associated with your Zapier account.

Lead Data

To complete setting up the trigger, click through the rest of the setup workflow. Upon testing this step, you will see a test record populate. Please note that this is just dummy data and may not represent the data you would like to test with. If you would like to test with lead data specific to your business, refer to the callout at the end of this section. Go ahead and complete this step by selecting the dummy data and clicking "continue" at the bottom of the panel.

Now that you've set up a trigger and authorized access to your Yelp business account, you are ready to start pulling lead data from Yelp and preparing the data to be sent to a downstream application. When prompted, select your downstream app of choice. See the section titled "Example Workflows" further down in this article to get an idea of your options.

As a basic example, we will explore what it looks like to take Yelp Lead data and automatically send it into a Google Sheet. After configuring your Google Sheets action step, you'll be able to map Yelp Lead fields from the previous step into your Google sheet. This means that when a new lead comes in, this Zap will automatically collect the lead data and input it into a new row on your spreadsheet.

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Testing With Non-Dummy Data

If you want to test out this workflow with your own test data, see this article.

Masked Contact Data

If you are planning on leveraging contact data from your Lead Submitters in your Zapier integration, please be sure to read this article. Additionally, be sure to set up a Phone Availability Zap trigger if you are planning on using masked phone numbers.

In summary:

• Yelp only provides email and phone number in a masked format and with an expiration date of 30 days.
• Email will always be provided for a lead, but a phone number may not.
• Lead Submitters must opt in and verify their phone number. The Lead Submitter may not provide a phone number at all. Without the opt-in, the lead will not include a masked phone number.
• If a Lead Submitter has already opted in via another RAQ flow, then the phone number will appear in the initial new lead payload.
• On your end, the masked email functions much like a regular email address and can be used with any email client. On the consumer’s end, any message you send to the masked email will be routed to their Yelp Inbox, triggering email, push, and SMS notifications that share the content of your message.
• Messages can be sent directly via email, through the API, or through the Yelp Inbox.

If available, you will be able to access these contact fields as well as their expiration dates through the Yelp Leads payloads in Zapier.

Enabling Masked Phone Numbers

Before using a Yelp masked phone number, you must first register the phone number(s) you plan to use for outbound communication. This security measure ensures that all communication sent to customers via Yelp originates from a verified number associated with your business.

First, ensure you have an active Phone Availability Zap trigger set up.

Then, you will need to provide a comprehensive list of phone numbers you use to outbound dial Yelp phone leads so Yelp can add them to your businesses' allowlist. Additionally, share the best phone number where the Lead Submitter can contact you directly. This step is a requirement of receiving and using masked phone numbers from a Yelp Lead. You can provide your phone number(s) to your Yelp account representative or by filling out this form.

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Note to Channel Partners

Because you may be managing multiple clients leveraging multiple outbound call-lines, it may not be feasible for you to maintain an updated list of all of your clients’ outbound phone numbers and therefore access to this field may not be available.

Lead Submitter Phone Verification

When a Lead Submitter opts in to allow phone contact, they first need to verify their phone number. This process can take a few minutes so it's very possible the lead will appear as though the consumer didn't provide a phone number. To catch delayed available masked phone numbers, you can rely on the Phone Availability trigger.

Additionally, you will need to

Project Information

Project details from the RAQ survey will be populated in the Yelp Leads payloads on Zapier. Project survey questions and answers can be found as individual fields.

You'll also find project survey questions and answers aggregated and formatted into one field. Additionally, attachments will be included and accessible via URL.

Two-Way Communication

The Yelp Inbox in your Business Account is an excellent way to connect directly with Lead Submitters, allowing you to have one-on-one conversations with potential customers right from the platform. However, the Yelp Leads Zapier app takes things a step further by letting you automate and manage these communications without needing to manually use the Yelp Inbox UI.

With the Zapier integration, you can trigger actions based on Yelp Leads messaging events—giving you a seamless entry point into conversations with your prospects. You can easily connect Yelp Leads messaging to your favorite email provider, CRM, messaging platform, or chatbot (as long as it supports Zapier), allowing you to plug Yelp Lead messaging directly into your existing workflows.

Establishing two-way communication through your Yelp Leads Zapier integration can meaningfully enhance your automated lead generation and nurturing process. With the right setup, your team—or your chatbot—can respond quickly and efficiently to Yelp Leads, improving response time and increasing your chances of converting prospects into customers.

We're going to explore two basic Yelp Leads Zapier workflows that will allow for two-way communication.

Starting a Conversation With a New Lead

Upon receipt of a lead, you can generate a follow-up automated message or you can send it to your preferred communication channel to be handled by the business manually. You can do so using a combination of the New Lead trigger and the Create Message action. The high level workflow is described in further detail below:

1. Notification of a new lead: The New Lead trigger will kick off once a new lead comes in for your business.
2. Passing lead qualification/project information to your preferred messaging channel: You can pass the lead information into a chatbot or a preferred communication platform.
3. Sending a first response: If using a chatbot, an auto-response can be generated and sent back to the Lead Submitter using the Create Message action.

Continuing the Conversation

If you're looking to facilitate two-way communication with your prospects and customers through the Zapier integration, you can leverage the New Message trigger alongside the Create Message action to do so. This can get a bit more complicated, but some example workflows are described below:

Listening for New Messages from the Lead Submitter

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Using Filters After Message Triggers

You’ll notice that we use filters in Zap workflows with message-based triggers. This is important because, without filters, there’s a risk of creating infinite loops. The triggers check for any new message in a thread—including messages sent by your business—so even an “outbound” message could retrigger the workflow and keep repeating the process. Filters help prevent this looping behavior.

1. Notification of a new message: The New Message trigger will kick off once a new message event occurs on the Lead (Note: This includes outbound messages from the business)
2. Filter outbound messages: Because your own response to the thread will trigger a New Message event, you will need to introduce a Filter step into your workflow. In this step, you will filter out messages that aren't from the Lead Submitter.
3. Pass the message to a communication channel: You can send the Lead Submitter's message directly to your communication platform (Slack, Discord, Google Chat, etc.).
4. Store the conversation ID and Yelp Lead ID In order to successfully tie the messaging conversation and the Yelp Lead together, you will need to store these identifiers somewhere that can be referenced later.

Listening for New Messages from the Business

1. Business sends an outbound message: Set up a trigger for your messaging platform. It will listen for updates to a message thread and kick off once you send a message.
2. Filter out inbound messages: You want this Zap to run only when a new message are sent by you, the business. As such, you will need to introduce a Filter step into your workflow. In this step, you will filter out messages that aren't sent from the business.
3. Retrieve the Yelp Lead ID from your data storage: Using the conversation ID from your trigger, grab the associated Yelp Lead ID.
4. Create a new Yelp Leads message: The message from the messaging platform is then sent straight to the Yelp Lead through the Create Message action. By providing the Yelp Lead ID from the previous step, you ensure that the message is being sent to the correct thread.

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Example Zap Workflows

When a new lead is created via Yelp Leads, create a new row in a Google Sheets spreadsheet.

This is a basic example of how you can leverage the Yelp Leads Zapier app to automatically move Yelp Lead information into a Google Sheets spreadsheet.

Get a head start by using this Zapier template!

When a Lead Submitter opts in to being contacted by phone, update your existing Lead record with the new phone number in Google Sheets.

Get a head start by using this Zapier template!

This is a basic example of how you can leverage the Yelp Leads Zapier app to automatically update existing Leads with a masked phone number once a Lead Submitter opts in.

When a new message is sent from the Lead Submitter to the business via a Yelp Lead, pass that message to a shared support email inbox.

This is a basic example of how you can leverage the Yelp Leads Zapier app to automatically send Yelp Lead messages .

Get a head start by using this Zapier template!

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FAQ

How can I get help with my Zapier integration?

If you need assistance or have questions about your Zapier integration, reach out at [email protected] or fill out this form.

Why can’t I get the real phone number and email address?

For privacy reasons, we do not expose the consumer’s true email or phone number. Check out this blog to learn more!

How can we get the real phone number and email address?

There is no option or plans to expose these.

Can we ask the consumer for their real contact info?

Yes, feel free to ask the consumer directly for more info, it is up to them if they want to share more information.

Where can I find pricing information for Zapier?

For any pricing related questions, please contact Zapier directly. {should we link the pricing page?}

What if my CRM/Lead Gen software is not supported by Zapier?

Zapier allows you to leverage webhooks if a native app is not present for your tool of choice. {should we have a guide prepared for this?}

How long will the integration take to build?

It depends on your engineering bandwidth and priorities, but others have completed in a few days to 1 month.