Yelp
Connecting Yelp turns each of your Yelp Business locations into a source in NZ Leads. Every new inquiry is picked up automatically, handled according to your Messaging Settings, and shown on your Leads page with the full conversation.
Yelp is a two-way messaging source - the full conversation, inbound messages and replies, appears in NZ Leads. Each Yelp location is billed separately and can be configured independently. For how the Yelp auto responder works, what a good first reply contains, and pricing, see the Yelp auto responder guide.
What gets captured from Yelp
Every Yelp inquiry brings over whatever the customer shared on Yelp, including:
- Customer name
- Phone number (when the customer chooses to share it on Yelp) - see the note below
- Project or job name (for example “Kitchen remodel” or “Move 2-bedroom apartment”)
- Availability status and dates
- Postal code or service location
- Survey answers the customer filled out on Yelp
- Any additional customer description or notes
- Project attachments such as photos
Yelp phone numbers. When a customer chooses to share their phone number on Yelp, NZ Leads fetches their real number directly from Yelp and adds it to the lead automatically. Your Contact Info phone settings then apply: your team can be notified, your CRM updated, and, if you use the voice agent, the customer can be called. No Zapier or other extra setup is needed.
Connecting a Yelp source
Open Sources
In NZ Leads, go to Sources and click Add Yelp.
Sign in and authorize
You’ll be redirected to Yelp. Sign in with the Yelp account that manages your business locations and grant NZ Leads access to your Yelp inbox. Your Yelp password is never shared with NZ Leads - only a secure access token is returned after you approve.
Pick which locations to activate
After authorizing, you’ll see a list of every Yelp business location your account manages. Activate the locations you want NZ Leads to handle. Each activated location becomes its own source with its own Messaging Settings, Integrations, and billing line.
Review activation
The Sources page now shows each activated Yelp location as a separate card with a green Active status, the location name, and a link to Messaging Settings.
What’s different about this source
- One source per location. If your Yelp account has multiple locations, each is a separate source. This lets you use different messaging, pricing, and integrations per location.
- Real phone numbers from Yelp. When the customer opts in to share their phone number on Yelp, NZ Leads pulls the real number straight from Yelp and adds it to the lead.
- Rich inquiry data. Yelp provides more structured data than most platforms - project names, survey answers, availability, postal code, and attachments - which the AI assistant can use in its replies.
Messaging Settings for this source
A Yelp source supports the full set of Messaging Settings:
- Conversation Setup - AI assistant or predefined messages
- Follow-ups - nurturing sequences
- Timing - business hours and delays
- Integrations - CRM and team notifications
- Contact Info - what happens when the customer shares a phone number or email
See Messaging Settings for details on each tab.
Pricing
Each Yelp location is $99/month. See Pricing for the full table.
Troubleshooting
- Authorization failed - Make sure you’re signed into the Yelp account that manages the location, then try again. If you recently changed your Yelp password, re-authenticate.
- A location is missing after connecting - Only locations your Yelp account manages will appear. Add your user to the location in Yelp first, then reconnect.
- Messages aren’t arriving - Confirm the source is Active, check that your Yelp account still has NZ Leads authorized, and open the location in Yelp to confirm new messages are appearing there too.
- Real phone number isn’t showing - Yelp only provides the number once the customer chooses to share it on Yelp. As soon as they do, NZ Leads adds it to the lead automatically.
- Billing warning on the card - Open Billing and resolve the payment issue. The source won’t receive new messages until billing is current.
Questions about connecting Yelp? Email support@nzleads.com.