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.
Go to biz.yelp.com and sign in to your Yelp for Business account.
Click your company logo in the upper right corner and select Account Settings.
In the left sidebar, click User Management.
Select your organization. If you have multiple organizations or locations, repeat this process for each one.
Click Invite User and enter the email address provided by LeadTruffle.
This will be in the format: bryan+[yourbusinessname]@leadtruffle.com (e.g. [email protected]). Check your onboarding instructions for the exact email to use.
If you have multiple locations, make sure all are selected.
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
In your Zapier dashboard, click the orange Create Zap button.
On Step 1 (Trigger), search for Yelp and select Yelp Leads.
Under Account, click Select then Connect Account.
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.
Connect LeadTruffle to Zapier
Before LeadTruffle will appear in Zapier, you need to accept an invitation:
Go to app.leadtruffle.com and click Zapier & Webhooks in the left sidebar.
Click Connect with Zapier to accept your invitation to LeadTruffle's private Zapier app.
Now generate your API key:
In the same section, click Get API Key.
Name your key (e.g. "Yelp Zapier Integration") and click Generate API Key.
Copy the key.
Back in Zapier:
On the Action step, search for LeadTruffle and select it.
Click Connect New Account, enter your business name, and paste your API key.
Click Continue — LeadTruffle is now connected.
Step 3: Configure Zap #1 : Add New Yelp Leads into LeadTruffle (1/3)
This Zap creates a new lead in LeadTruffle every time someone contacts you on Yelp, and sends them an immediate first message.
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:
LeadTruffle Field | Yelp Data (Step 1) |
Yelp Lead ID | Yelp Lead ID |
Yelp Business ID | Yelp Business ID |
Lead User Name | Lead User Name |
Temporary Email | Temporary Email |
Temporary Phone | Temporary Phone Number |
Business Address | Business Address 1 |
Project Location Postal Code | Project Location Postal Code |
Project Details | Project Additional Info |
Project Job Names | Project Job Names |
Project Availability Status | Project Availability Status |
Project Survey Answers Formatted | Project Survey Answers Formatted |
Business Name | Business Name |
Business URL | Business URL |
Project Attachment URLs | Project Attachment URLs |
Test the step to confirm data is passing into LeadTruffle correctly.
Action Step 3: Yelp — Create Message
Action Event: Create Message
Yelp Field | Source |
Yelp Lead ID | Step 1 — Yelp Lead ID |
Response Content | Step 2 — Reply Content (LeadTruffle) |
Skip the test to avoid sending a message to a real lead.
Click Publish.
Note: Phone numbers are not included by default in Yelp leads. Contact LeadTruffle support if you'd like to enable phone number collection.
Step 4: Configure Zap #2: Reply to Yelp Messages from LeadTruffle (2/3)
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.
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
LeadTruffle Field | Yelp Data (Step 1) |
Yelp Lead ID | Yelp Lead ID |
Yelp Business ID | Yelp Business ID |
Message ID | Message ID |
User Display Name | User Display Name |
Text | Message Text |
Attachment Text | Attachment Text |
Attachment URLs | Attachment URLs |
Test the step — if successful, you'll see the AI reply message returned.
Action Step 3: Yelp — Create Message
Yelp Field | Source |
Yelp Lead ID | Step 1 — Yelp Lead ID |
Response Content | Step 2 — AI Reply Message (LeadTruffle) |
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 (3/3)
This Zap allows you to turn off the AI at any time and reply to a Yelp lead manually from inside LeadTruffle.
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
Yelp Field | Source |
Yelp Lead ID | Step 1 — Yelp Lead ID (LeadTruffle) |
Response Content | Step 1 — Message (LeadTruffle) |
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: 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:
Go to the Conversations Inbox
Toggle off AI at the bottom of the conversation
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.
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 [email protected] or chat with us in the app.