Jobber + Yelp Leads

Jobber + Yelp Leads integrations

Create new Jobber clients from new Yelp Leads

Turn your new leads from Yelp Leads into clients in Jobber with this simple workflow. As soon as you acquire a new lead in Yelp Leads, this automation creates a client in Jobber, helping you save time on data entry and focus more on growing your business. It's an easy way to ensure no opportunity slips through the cracks, while also streamlining your client management process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Yelp Leads and Jobber

Discover other triggers and actions you can use with Yelp Leads and Jobber

- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
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- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
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- Yelp Lead ID
  Required
- Reply Type
  Required
Action
Write
- Yelp Lead ID
  Required
- Response Content
  Required
Action
Write
- Yelp Lead ID
  Required
Action
Search

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
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Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search

- Upgrade Notice
- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
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- Recommended Reading Before Getting Started
- Need Help?
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Message ID
  Required
- Time Read (optional)
Action
Write
- Yelp Business ID
  Required
Action
Search
New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client ID
  Required
- Tags to Add
  Required
Action
Write
- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write

About Jobber

Jobber is the command center for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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Related categories

Scheduling & Booking

About Yelp Leads

Yelp Leads provides a means for businesses to get notified, read and respond to leads generated by Yelp users.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion

Related Zap Templates

Create new clients in Jobber from updated phone availability in Yelp Leads

Related Zap Templates

Create new clients in Jobber from updated phone availability in Yelp Leads