Overview
This guide will show you how to connect LeadTruffle and Yelp via Zapier to automatically capture and respond to Yelp leads using AI. You’ll set up two Zaps:
One to create Yelp leads in LeadTruffle
One to automatically respond to new Yelp messages
⚡️ If your LeadTruffle account is not yet connected to Zapier, follow this guide: How to Connect LeadTruffle to Zapier
Step 1: Connect Your Yelp Account to Zapier
Start a new Zap.
Set the trigger app to Yelp.
Choose the trigger event New Lead.
Connect the appropriate Yelp account.
Test to confirm Yelp is feeding leads into Zapier.
Step 2: Create Yelp Lead in LeadTruffle
Add LeadTruffle as the action app (ensure it’s version 2.0).
Choose the action event Create Yelp Lead.
Map the fields from Yelp to LeadTruffle:
Yelp Lead ID
Business ID
Lead User Name
Temporary Phone
Temporary Email
Business Address
Projet Location Postal Code
Project Details
Test the Zap to confirm successful data transfer.
Click Publish.
Step 3: Set Up Auto-Response to Yelp Messages
Start a second Zap.
Trigger App: Yelp
Trigger Event: New Consumer Message
Action App: LeadTruffle (2.0)
Action Event: Respond to New Yelp Consumer Message
Map fields:
Yelp Lead ID
Yelp Business ID
Message ID
User Display Name
Message Text
Final Step:
Action Event: Create Message
Map:
Lead ID
AI Reply Message (from LeadTruffle)
Note: If testing fails due to no real lead, skip the test and Publish directly.
Optional: Speed Up Setup with Duplication
To streamline your workflow:
Duplicate your first Zap
Change only the trigger and final action events for the second Zap
Managing Yelp Leads Inside LeadTruffle
All Yelp leads will appear in the Yelp Leads Dashboard
Use the built-in prompt editor to customize AI replies
AI will respond to leads unless you toggle it off
You can take over manually from the Unified Inbox
Tip: Ask for phone numbers and emails in your AI prompt to enable follow-up via SMS and email.
Example Yelp Prompt
A lead from Yelp just messaged me.
Start with a general opener, explaining we can support them and ask one question.
Then get the following missing info on subsequent messages.
Your Goal
- Work towards gathering the time preferences for an in-person estimate
- Ask them for their phone number and email so we can reach out directly
- Get the address (we have the zip code)
Rules
- Never confirm an appointment time or date or anything - simply collect their preferences and let them know the team will get in touch shortly to confirm.
- Never say that a certain time or day works - communicate that their preference is noted and the team will be in touch shortly to confirm.
Let's answer their question best we can, based on the AI knowledge base provided.
What do avoid
1. Robotically repeating the need to book a in-person walkthrough and free visual estimate (although this typically is the next step)
2. Sounding like a dumb templated message
3. Ignoring the leads questions in the message
4. Asking or qualifying more details about the project or job - we already have this.
When to Turn Off AI
When a lead is ready to book and human follow-up is preferred
Simply toggle off the AI for that lead and reply manually
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

