Workiz Lead Integration: Auto-Respond and Sync Yelp Leads to Workiz
Yelp messages, Thumbtack inquiries, and Facebook leads don’t push into Workiz on their own. Someone has to read them, reply, qualify, and type in the job details. That takes 3-5 minutes per lead. By then, the customer is already talking to a competitor.
NZ Leads responds to every lead in under 60 seconds and pushes the qualified job straight into Workiz. No copy-pasting. No manual entry.
Tired of losing Workiz leads to slow data entry? Try NZ Leads free and get every lead auto-responded and synced to Workiz in minutes.
How Does Workiz Lead Auto-Sync Work?
A Yelp message hits your business. NZ Leads replies within 60 seconds with a contextual AI response. The AI qualifies the job type, urgency, and scheduling preference through the conversation. Once confirmed, it creates the customer record, job record, and appointment slot in Workiz automatically.
You don’t touch the lead until it’s a confirmed job in your Workiz dashboard.
What Data Gets Pushed to Workiz?
Every lead creates two records in Workiz automatically.
| Record Type | Fields Created |
|---|---|
| Customer | Name, phone, address, lead source tag (Yelp/Thumbtack/Facebook), full conversation log |
| Job | Job type (HVAC, plumbing, electrical, etc.), description from customer message, priority level, appointment date and time, access notes |
Dispatchers get an alert for every new job. Emergency leads trigger immediate push notifications to on-call techs.
Which Lead Sources Sync to Workiz?
| Lead Channel | Response Time | Workiz Output |
|---|---|---|
| Yelp messages | Under 60 sec | Customer + Job |
| Thumbtack inquiries | Under 60 sec | Customer + Job |
| Facebook Lead Ads | Under 60 sec (AI call) | Customer + Job |
| Facebook Messenger | Under 60 sec | Customer + Job |
| Missed inbound calls | AI answers live | Customer + Job |
| Web form submissions | Under 60 sec (AI call) | Customer + Job |
How Long Does Workiz Integration Setup Take?
About 20 minutes. Connect your lead platforms in NZ Leads, add your Workiz API key, set your default job type and routing rules, then test with a real Yelp message. That’s it.
How Much Time Does This Save Per Month?
Manual entry runs 3-5 minutes per lead. At 50 leads per month, that’s 2.5-4 hours of admin time on data entry alone. Plus the typos, wrong addresses, and missed details that create problems downstream.
With NZ Leads, that drops to zero. Data comes straight from the conversation and the platform profile. Consistent formatting, no errors.
For most service businesses, the time savings alone pay for the subscription 3x over.
Does It Handle Emergency Workiz Jobs?
Yes. When a customer uses emergency keywords like “flooding,” “no heat,” or “gas smell,” the AI flags the lead immediately. NZ Leads creates the emergency job in Workiz without waiting for appointment confirmation. The on-call tech gets a push notification and SMS within 90 seconds of the original message.
Workiz Lead Integration Pricing
- NZ Leads multi-platform auto-response: $99/month per platform
- Workiz integration: included
- Voice AI (inbound/outbound): $1/minute
- Free trial: 7 days, no card required
Set up a free trial at NZ Leads and see every lead land in Workiz without touching it.