1.Detects new lead
Integrate Yelp Leads and lead capture tools to map incoming lead fields into Crisp contact data for follow-up.
Create new lead contact and notify team channel
Automatically capture new lead details across Yelp Leads, Crisp, Zapier Tables, Google Sheets, and Slack. Create and update lead records and notify your teamβso you can build contacts, log conversations, and track audit rows without manual data entry.
How this automation accelerates your lead follow-up
When new leads arrive but details get handled manually, handoffs slow down and opportunities slip. This automation creates contacts and conversations, logs tracking records and rows, and notifies your sales channelβso your team can respond faster.
Yelp Leadsor swap with your favorite app
2.Creates contact in Crisp
Integrate Crisp to create a contact record by mapping source name, email, and phone, so ownership data is ready for action.
Crispor swap with your favorite app
3.Creates conversation note
Integrate Crisp to start a conversation and add submission details and notes, so reps can see context instantly.
4.Creates table record
Integrate Zapier Tables and reporting systems to create a new table record and set the triage stage for quick review.
Zapier Tablesor swap with your favorite app
5.Adds tracking row
Integrate Google Sheets and analytics tools to add an audit row with timestamps, names, and contact fields for tracking.
Google Sheetsor swap with your favorite app
6.Sends channel notification
Integrate Slack and team inbox workflows to send a templated lead summary and link, so sales can follow up quickly.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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