LeadTruffle + Yelp + Zapier: Automate Yelp Messaging with AI

Yelp is still one of the highest-intent lead sources for home service companies, but the inbox is painful to manage. Business owners end up juggling real jobs, text messages, and Yelp chats at the same time - which means hot prospects often wait hours for a response.

That changes today. Yelp is now a first-class lead source inside LeadTruffle. Pair it with Zapier and you can capture every Yelp message, qualify it with AI, and send a compliant reply inside Yelp Messaging automatically.

Why Yelp + Zapier + LeadTruffle Is a Big Deal

• Fastest path from inquiry to qualified conversation – No more copy/paste. Every Yelp message becomes a structured lead inside LeadTruffle within seconds.
• Works with your existing stack – Use Zapier to route the same Yelp lead into Jobber, Housecall Pro, HubSpot, Workiz, or any other CRM in your workflow.
• Full control from inside LeadTruffle – Visit /yelp-leads/setup to tune the AI prompt, required questions, and escalation rules, then review every Yelp conversation in-app like any other lead.
• AI replies that feel human – Our AI agent pulls in your playbooks, asks the right questions, and responds conversationally while staying within Yelp’s messaging policies.
• Audit-ready transcripts & attribution – Each conversation includes source tags, qualification score, and full transcript so your sales team has complete context.

How the Yelp → Zapier → LeadTruffle Workflow Works

1. Trigger (Yelp via Zapier): Use the Yelp trigger (or email parser if you’re on the legacy plan) to fire whenever a new lead or message arrives.
2. Create Yelp Lead Action (recommended): This Zapier step exposes the temporary email + temporary phone number Yelp provides so LeadTruffle can save richer contact info.
3. LeadTruffle Action: Send the payload to LeadTruffle’s Zapier action. We ingest contact info, message history, prompt instructions, and metadata.
4. Respond to New Yelp Consumer Message Action: Use Yelp’s official response action to post the AI-crafted reply so the conversation continues natively inside Yelp Messaging.
5. AI Qualification + Routing: LeadTruffle carries the conversation, stores it as a standard lead, and you can trigger notifications, APIs, and CRM syncs just like any other source.

✅ Good to know: You can run the entire loop (capture → qualify → reply) inside a single multi-step Zap. No engineering hours required.

Data That Flows from Yelp into LeadTruffle

LeadTruffle captures everything your team needs to follow up or schedule the job:

Lead Profile

• First + last name (or Yelp handle if anonymous)
• Phone number / email when available
• Yelp conversation URL for quick context

Project Details

• Service category and description
• Address or service area
• Timeline + urgency, budget range, photos (if provided)

Qualification Signal

• AI score, handoff reason, and recommended next action
• Marketing attribution (Yelp, campaign tags, etc.)
• Full transcript of the AI conversation

Step-by-Step: Building the Zap

1. Capture Yelp Leads (Create Yelp Lead Action)

1. In Zapier, search for Yelp and add the Create Yelp Lead Action.
2. Authenticate your Yelp business account.
3. Map the output fields (temporary phone number, temporary email, Yelp ID, etc.) into variables you can pass to LeadTruffle.
4. Test the action to confirm Zapier is capturing the full payload. Only the response action is required, but this step unlocks richer data.

2. Send the Payload to LeadTruffle

1. Add a new action → search LeadTruffle (public invite link is on our integrations page).
2. Pick “Create / Qualify Lead” (or your custom endpoint if you have a restricted key).
3. Map the Yelp fields, including temporary contact info, conversation body, Yelp conversation URL, and any marketing tags.
4. (Optional) Add static metadata such as location, campaign ID, or team owner.

3. Reply Back in Yelp Messaging (Respond to New Yelp Consumer Message Action)

1. Add Yelp’s Respond to New Yelp Consumer Message Action as the final step.
2. Use the AI response returned by LeadTruffle in the body field so the reply posts natively inside Yelp.
3. Append a human-signoff or scheduling link if you’d like.

4. Fan Out to the Rest of Your Stack

• CRM: Create Client/Request in Jobber (or any CRM) so operations can dispatch.
• Slack/SMS: Notify your team when AI qualifies a “hot lead”.
• Sheets/Data Warehouse: Log every Yelp lead for attribution reporting.

Configure Your Yelp Agent Prompt in LeadTruffle

Inside the LeadTruffle app, head to /yelp-leads/setup. From there you can:

• Customize the agent prompt and list the exact questions the AI should ask inside Yelp Messaging.
• Review every Yelp conversation thread with timestamps, qualification scores, and captured fields.
• Trigger notifications, webhooks, or downstream APIs the same way you do for website widgets or call-forwarding leads.

Everything shows up in the Leads view, so operations can see context, override AI replies, or hand off to a human in seconds.

Best Practices & Compliance Tips

• Stay conversational: Yelp inboxes are personal - configure your LeadTruffle agent with the same tone you’d use when texting a homeowner.
• Confirm opt-in: If you text outside Yelp, double-check SMS consent. LeadTruffle can store consent flags for downstream automations.
• Use guardrails: Set maximum AI messages (e.g., 6) and include a handoff phrase so a human can take over when needed.
• Tag everything: Pass source: "yelp" and any campaign tags so reporting in LeadTruffle stays clean.

Real-World Use Cases

• After-hours triage: Capture late-night Yelp inquiries, qualify them, and send a friendly reply that you’ll call first thing in the morning.
• Lead routing for franchises: Send SoCal Yelp leads to Team A, Phoenix to Team B, each with their own AI prompt.
• High-intent follow-up: When a Yelp user shares photos or budgets, LeadTruffle automatically routes the transcript into your CRM with attachments.
• Reputation management: Pipe unqualified messages to a CS queue while qualified leads trigger job scheduling.

Frequently Asked Questions

Does this replace the Yelp inbox?
No. LeadTruffle works behind the scenes through Zapier. Your replies still land in the native Yelp Messaging feed so prospects never leave the channel.

What if the lead refuses to share contact info?
We keep the conversation inside Yelp while collecting whatever details they’ll provide. You can flag “needs manual follow-up” so a rep can jump in live.

Is this compliant with Yelp’s policies?
Yes, as long as automations stay inside Yelp Messaging and you follow the same guidelines as a human rep. We recommend keeping a real person in the loop for complex or sensitive topics.

Ready to Launch?

1. Grab the Zapier invite link from the new Integrations page: /integrations.
2. Upload your Yelp scripts or brand voice into LeadTruffle.
3. Spin up the Yelp → Zapier → LeadTruffle Zap and test with a live inquiry.

Need help building the automation or securing restricted endpoints? Email [email protected] and we’ll walk you through it. Every Yelp conversation should feel like your best CSR answered instantly - and now it can.