Get Yelp leads instantly in SmartMoving so you can follow up while interest is high. All leads are tagged by source, making it easy to track performance and measure ROI.
What Yelp Data Can Be Captured?
New Lead: Triggered when someone uses Yelp’s “Request a Quote” form
New Message: When a prospect replies to a thread
Phone Availability: When a masked phone number becomes visible
What You’ll Need First
Before you begin setup, make sure you have:
A Zapier Pro account
A Yelp Business account with Request-a-Quote enabled
Step-by-Step Setup Guide: Yelp → SmartMoving
Step 1: Enable Custom Lead Provider in SmartMoving
Go to Settings → Sales → Lead Providers
Enable Custom Lead Provider
Copy the provided URL and select the branch that incoming leads will be assigned
Step 2: Create a Zap in Zapier
Log in to Zapier
Click Create Zap
For the Trigger:
App: Yelp Leads
Event: New Lead
Connect your Yelp Business account
In addition to sending new leads from Yelp into SmartMoving, you can also set up additional Zaps using the SmartMoving External API. These can help you track and respond to further interactions from Yelp, such as:
New Message – Triggered when a customer sends a new reply on Yelp.
Phone Availability – Triggered when Yelp exposes the prospect’s masked phone number.
If you're interested in using these advanced Zaps, contact SmartMoving support for details on authenticating with and posting to the External API.
Step 3: Add Action – Send Webhook to SmartMoving
Click + Add Step → Webhooks by Zapier
For the Action Event, choose POST
Click Continue.
Configure the Webhook:
URL: Your copied Lead Provider URL
Headers:
Content-Type: application/json
Data:
Here is where you'll point each Yelp parameter to the SmartMoving field.
Add the name of the property on the left, and select the Yelp Lead value on the right like so:
Repeat the same process until all the values are setup exactly as follows
Note: When leads are passed from Yelp, multiple availability dates may be included. These dates will not automatically map to the Move Date field in SmartMoving. Instead, they will appear as a note within the Sales Activity section of the lead. Be sure to review and manually confirm the correct move date during lead qualification.
Step 4: Test & Activate
Use a real Yelp lead to test the trigger
Confirm that the Webhook sends data successfully
Log in to SmartMoving and confirm the new lead appears in your pipeline
What Happens Next?
Yelp leads now automatically appear in SmartMoving.
You can track them alongside website and referral leads.
Add optional Zaps for more functionality:
Scenario | What the Zap Does |
User requests a quote on Yelp | Creates a new SmartMoving lead with source = “Yelp” |
Prospect replies in Yelp thread (requires additional Zap) | Logs response as a note in the lead via the External API |
Yelp releases phone number (requires additional Zap) | Updates the lead’s phone field via the External API |
Tips and Best Practices
Run email alerts + Zapier webhook in parallel as a backup
Use real Yelp test data, not dummy leads
Tweak JSON field names as needed - SmartMoving supports custom fields
Use clear referral labels like
Yelpto track ROI in reports
Summary
By completing this setup, you’ll:
Automate lead entry from Yelp
Reach out to prospects faster
Track all leads in one place
Gain clearer conversion and ROI insights
Let us know if you need help connecting Yelp or testing your Zap - we’re here to help!