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Integrate Yelp Leads with SmartMoving via Zapier

Automatically send Yelp leads to SmartMoving using Zapier with no manual entry, faster follow-ups, and better lead tracking.

Michelle Carone avatar
Written by Michelle Carone
Updated over 3 weeks ago

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

  1. Go to Settings → Sales → Lead Providers

  2. Enable Custom Lead Provider

  3. Copy the provided URL and select the branch that incoming leads will be assigned

Step 2: Create a Zap in Zapier

  1. Log in to Zapier

  2. Click Create Zap

  3. For the Trigger:

    • App: Yelp Leads

    • Event: New Lead

    • Connect your Yelp Business account

  4. (Optional) Create additional Zaps for:

    • New Message

    • Phone Availability

Step 3: Add Action – Send Webhook to SmartMoving

  1. Click + Add Step → Webhooks by Zapier

  2. For the Action Event, choose POST

  3. Click Continue.

  4. 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

  1. Use a real Yelp lead to test the trigger

  2. Confirm that the Webhook sends data successfully

  3. 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

Logs response as a note in the lead

Yelp releases phone number

Updates the lead’s phone field

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 Yelp to 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!

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