How to Connect Yelp to LeadTruffle for Automated Lead Response

📝 Connect Yelp to LeadTruffle via Zapier to auto-respond to every lead, manage all replies in one inbox, and capture each lead's phone number for SMS and calls.

Step 1: Add LeadTruffle to Your Yelp Account

Only needed if LeadTruffle is completing the Yelp setup for you. If you're doing it yourself, skip to Step 2.

1. Go to biz.yelp.com and sign in to your Yelp for Business account.
2. Click your company logo in the upper right corner and select Account Settings.
3. In the left sidebar, click User Management.
4. Select your organization. If you have multiple organizations or locations, repeat this process for each one.
5. Click Invite User and enter the email address provided by LeadTruffle.
6. This will be in the format: onboarding+yourbusinessname@leadtruffle.com (e.g. example: for Dave's HVAC: onboarding+daveshvac@leadtruffle.com).
7. If you have multiple locations, make sure all are selected.
8. Hit Save.

Step 2: Connect Yelp and LeadTruffle to Zapier

You will need a Zapier Pro plan ($29/month) to complete this setup, as it requires multi-step Zaps.

Connect Yelp to Zapier

1. In your Zapier dashboard, click the orange Create Zap button.
2. On Step 1 (Trigger), search for Yelp and select Yelp Leads.
3. Under Account, click Select then Connect Account.
4. Click the red Continue As button — your name or business name should appear. Zapier and Yelp will connect automatically.

Tip: Make sure you're logged into biz.yelp.com in the same browser you're using for Zapier.

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Connect LeadTruffle to Zapier

Before LeadTruffle will appear in Zapier, you need to accept an invitation:

1. Go to app.leadtruffle.com and click Zapier & Webhooks in the left sidebar.
2. Click Connect with Zapier to accept your invitation to LeadTruffle's private Zapier app.

Now generate your API key:

1. In the same section, click Get API Key.
2. Name your key (e.g. "Yelp Zapier Integration") and click Generate API Key.
3. Copy the key.

Back in Zapier:

1. On the Action step, search for LeadTruffle and select it.
2. Click Connect New Account, enter your business name, and paste your API key.
3. Click Continue — LeadTruffle is now connected.

Step 3: Configure Zap #1: Add New Yelp Leads into LeadTruffle (1/4)

This Zap creates a new lead in LeadTruffle every time someone contacts you on Yelp, and sends them an immediate first message.

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Trigger: Yelp

• Trigger Event: New Lead
• Test the trigger to confirm lead data is flowing in correctly
• Click Continue with Selected Record

Action Step 2: LeadTruffle — Create Yelp Lead

• Action Event: Create Yelp Lead

Map the following fields:

Test the step to confirm data is passing into LeadTruffle correctly.

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Action Step 3: Yelp — Create Message

• Action Event: Create Message

• Skip the test to avoid sending a message to a real lead.
• Click Publish.

Note: Phone numbers are not included in the initial Yelp lead submission. They come in separately via Zap #4 once the lead shares their number.

Step 4: Configure Zap #2: Reply to Yelp Messages from LeadTruffle (2/4)

This Zap handles all ongoing back-and-forth messages after the initial lead submission. Every time a lead sends a new message on Yelp, the AI will automatically reply.

​_Pro Tip: Duplicate Zap 1 to save time. Hit the dropdown on your existing Zap and select Duplicate, then modify the steps below._

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Trigger: Yelp

• Trigger Event: New Consumer Message
• Test the trigger to confirm message data is flowing in correctly
• Click Continue

Action Step 2: LeadTruffle — Respond to New Yelp Consumer Message

• Action Event: Respond to New Yelp Consumer Message

Test the step — if successful, you'll see the AI reply message returned.

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Action Step 3: Yelp — Create Message

Skip the test to avoid sending a message to a real lead. Click Publish.

Step 5: Configure Zap #3: Send Manual Replies from LeadTruffle to Yelp (3/4)

This Zap allows you to turn off the AI at any time and reply to a Yelp lead manually from inside LeadTruffle.

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Note: This Zap starts with LeadTruffle, not Yelp. It is a two-step Zap only.

Trigger: LeadTruffle

• Trigger Event: New Yelp Business Message Response
• Select your LeadTruffle account
• Test the trigger to confirm data is coming through
• Click Continue with Selected Record

Action Step 2: Yelp — Create Message

• Action Event: Create Message

Important: When mapping Lead ID, make sure you select Yelp Lead ID specifically — not LeadTruffle's internal Lead ID.

• Skip the test to avoid sending a message to a real lead.
• Click Publish.

Step 6: Configure Zap #4: Capture Yelp Lead Phone Numbers (4/4)

This Zap pulls a lead's real phone number from Yelp into LeadTruffle the moment it becomes available, so you can text or call them directly.

Trigger: Yelp

• Trigger Event: Phone Availability
• Select your Yelp account
• Click Continue
• Test the trigger — you should see the Temporary Phone Number field populated with a real number
• Click Continue with Selected Record

Note: Yelp still labels this field "Temporary Phone Number," but it now contains the lead's actual personal number — not a masked one.

Action Step 2: LeadTruffle — New Yelp Lead Phone Available

• Action Event: New Yelp Lead Phone Available

• Skip the test — test records typically return a fake number.
• Click Publish.

What This Unlocks

Once the phone number flows in, you'll see it on the Yelp lead inside the Conversations Inbox. From there you can:

• Send a manual SMS — text the lead directly from LeadTruffle (e.g. "Hey Nick, do you still need help?"). Automated SMS for Yelp leads is on the roadmap.
• Click to call — call the lead through your browser or your personal device with one click. See How to Use Click to Call for setup.
• Send an email — reach out via the lead's email address from the same dashboard.

This gets the conversation off the Yelp app and into the channels leads actually respond to fastest.

Step 7: How Yelp Leads Work Inside LeadTruffle

Finding Your Yelp Leads

Yelp leads appear in two places:

• The Yelp Leads dashboard
• The Conversations Inbox — identifiable by the Yelp logo. You can filter the inbox by Yelp at any time.

Setting Up Your AI Prompt

Go to the Yelp Leads section and open Agent Instructions. This is where you configure how the AI responds to your leads.

• A default prompt is preloaded — edit it or replace it entirely
• Use the Preview tool to test how the AI responds before going live
• Additional settings include a scheduling link (creates Google Calendar meetings) and a Reply Once Only mode where the AI sends one opening message then stops for your team to take over

Managing Conversations

Open any lead to see full conversation history and lead details including project info, postal code, and more. To reply manually:

1. Go to the Conversations Inbox
2. Toggle off AI at the bottom of the conversation
3. Type and send your message — it will be delivered directly through Yelp

Important: Always reply from LeadTruffle, not from biz.yelp.com. Messages sent through Yelp directly won't appear in LeadTruffle.

You can also reach leads via their temporary Yelp email address directly from the conversation.

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Setting Up Follow-Ups

• Go to Follow-Up Settings and select Yelp Leads.
• You can configure up to six follow-ups — 2–3 is recommended, spaced roughly 8, 12, and 24 hours apart.
• Leave the follow-up message blank and the AI will send a contextual follow-up based on the conversation
• Add a custom message to control exactly what the AI says on each follow-up

Need help? Contact us at support@leadtruffle.com or chat with us in the app.

Updated on: 27/04/2026