1.Detect new ad lead
Integrate Yelp Leads to capture incoming lead details and to create CRM-ready lead inputs.
Create CRM lead and log to tracking spreadsheet
Automatically create CRM contacts and tracking rows across Yelp Leads, Zoho CRM, and Google Sheets. Create and update contacts when new lead submitted, lead email appears, or lead notes arriveβso you can create contacts, log lead rows, and confirm identifiers without manual lead capture.
How this automation creates CRM contacts and logs leads
When a new Yelp lead arrives, manual copying can slow outreach and break attribution. This automation creates a Zoho CRM contact and logs an uncontacted lead row in Google Sheetsβso your team can follow up faster.
Yelp Leadsor swap with your favorite app
2.Creates a CRM contact
Integrate Zoho CRM to create a Contacts entry and map lead name, email, phone, notes, lead source, and stage.
Zoho CRMor swap with your favorite app
3.Adds tracking spreadsheet row
Integrate Google Sheets to create a Spreadsheet Row and map timestamp, name, contact method, notes, and lead source.
Google Sheetsor swap with your favorite app
4.Updates contact identifiers
Integrate Zoho CRM to confirm the contact exists and update identifier fields back to the sheet row.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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