1.Monitors new lead message
Integrate Yelp Leads and lead intake tools to catch each incoming lead message and extract a submission ID plus raw lead fields.
Send immediate lead reply and capture context for prospects
Automatically catch new lead messages across Yelp Leads and Salesforce. Send a templated reply, create a new lead record, and notify the sales channel when new lead message, submission ID appears, or required fields arriveβso you can avoid manual follow-up.
How this automation speeds up same-day lead follow-up
When new lead message arrives in Yelp Leads, delays can cost follow-up quality and conversion. This automation formats lead context, sends a templated reply, creates a CRM lead, and posts Slack updatesβso your team can respond the same day.
Yelp Leadsor swap with your favorite app
2.Formats phone and fields
Integrate Formatter by Zapier, contact validation tools, and data normalization to format incoming phone to E.164 and clean mapped fields for the reply.
Formatter by Zapieror swap with your favorite app
3.Sends templated lead reply
Integrate Yelp Leads and messaging templates to send a templated reply with greeting and a next-step prompt using the formatted fields.
4.Creates lead record
Integrate Salesforce, CRM mapping tools, and lead dedupe logic to create a new lead record for follow-up using submission and phone context.
Salesforceor swap with your favorite app
5.Posts lead context to channel
Integrate Slack, team routing tools, and CRM link placeholders to post a lead summary so reps see source fields instantly.
Slackor swap with your favorite app
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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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