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Case study · Event services · US

Yelp AI Lead Agent on Zapier and Claude: Replies in minutes.
Takeover in one click.

An audiovisual event services company in the US gets up to twenty Yelp enquiries a day. A Zapier and Claude agent answers each in the business's voice, follows up after 12 hours and hands the thread to the owner on one click.

Result
Reply in minutes, takeover in 1 click
Build time
Aug 2026
Industry
Events / Local Services
Shipped
Aug 2026
  • Zapier
  • Claude
Illustration of the Yelp lead agent: a quote request arrives in the Yelp inbox, Claude labels it by event type and intent, a reply in the business’s voice goes out within minutes, the thread is logged in Zapier Tables with a 12-hour follow-up timer, and the owner takes over the thread with one click

Minutes

to the first reply, in the business’s own voice

~600 a month

Yelp enquiries handled, as reported by the client

1 click

for the owner to take over any thread

How it runs

Every enquiry answered, the owner only where it counts

  1. 01Zapier

    Capture

    Zapier’s Yelp Leads app catches each consumer message the moment it arrives

  2. 02Claude

    Classify

    Claude labels the message by event type and intent before any reply is written

  3. 03Claude

    Reply

    A reply is drafted from the tone guide and the event-type playbook; out-of-scope requests are declined or referred

  4. 04Zapier

    Record

    Zapier Tables holds every conversation as the CRM record, so the owner sees who is warm

  5. 05Zapier

    Follow up

    One follow-up after 12 hours if there is no reply, and a takeover flag stops the agent on that thread

Speed decides the booking

An answer in minutes while the owner runs the event

Speed to first reply decides who wins an event booking on Yelp, and the person who could reply was on site running events. Now every enquiry gets an answer in the business’s voice within minutes, whatever the owner is doing.

  • Three or four enquiries on a slow day, up to twenty on a busy one
  • First reply within minutes
  • Written from the business’s tone guide
Names, events and times are illustrative.

Scope before speed

Out-of-scope requests are declined politely, not ignored

Claude classifies every message before anything is sent. Requests the business serves get a reply from the playbook for that event type, requests it does not serve are declined politely or referred, and missing details are asked for.

  • Classified by event type and intent
  • Declined or referred when out of scope
  • Missing details asked for, not guessed
Requests are illustrative.

The takeover

One click and the agent steps back on that thread only

Every conversation lives in Zapier Tables as the CRM record. If a thread goes quiet, one follow-up goes out after 12 hours. When the owner wants to step in, a takeover flag stops the agent on that thread and leaves every other thread running.

  • Zapier Tables as the CRM record
  • One follow-up at 12 hours
  • Takeover per thread, one click
Threads and times are illustrative.

An audiovisual event services company in the US gets three or four Yelp enquiries on a slow day and up to twenty on a busy one. A Zapier and Claude agent answers each one in the business's voice within minutes, follows up after 12 hours and hands the thread to the owner on one click. The takeover is the feature: nobody trusts a bot that cannot be interrupted.

Built by Prem Patel, Make Level 5 Expert and Zapier Certified Professional; Nex Automations is listed in both official partner directories. This is one of the 1,200+ systems we have shipped, and the reference build behind our Yelp lead automation guide.

The situation

Speed to first reply decides who wins an event booking on Yelp, and the person who could reply was on site running events. Each enquiry needs an answer within minutes or it goes to the next vendor, and the owner was answering between setups.

The 3 problems

  1. Reply speed. Enquiries waited until the owner had a free hand.
  2. Out-of-scope requests. A share of enquiries were for services the business does not offer and still consumed the owner's time.
  3. No record. Conversations lived in the Yelp inbox with no CRM view of who was warm.

What was built

  • Zapier captures each Yelp consumer message through the Yelp Leads app
  • Claude classifies it by event type and intent, then drafts a reply from a tone guide and an event-type playbook
  • Requests the business does not serve are declined politely or referred; missing details are asked for
  • Zapier Tables holds every conversation as the CRM record
  • A 12-hour delay step sends one follow-up if there is no reply
  • A manual takeover flag stops the agent on that thread only, so the owner can step in at any point

Yelp's Leads API is partner-gated and Zapier's Yelp Leads app is the only no-code route into it, which is why this build is on Zapier rather than Make.com or n8n. The guide linked above covers the rules, the cost model and what the Leads Program Agreement allows.

Tools used

  • Zapier for the Yelp Leads trigger, the delay step and Zapier Tables
  • Claude (Anthropic) for classification and drafting from the tone guide and playbook

Results

MeasureValue
First replyWithin minutes, in the business's voice
Follow-upOne, at 12 hours, if no reply
Out-of-scope handlingDeclined politely or referred
Human takeoverOne click, per thread
Volume (client-reported)About 600 enquiries a month
Booking-rate impactTo be added when measured

The owner's time now goes only to warm conversations.

Honest limits

  • Volume is the client's report and booking-rate impact is not yet measured, so no revenue claim is made.
  • The agent replies inside Yelp's rules for the Leads Program; it does not scrape, and it does not message outside the thread.
  • A classification step, a written scope guide and a decline path are what keep the agent from saying the wrong thing. They are the reason it can run unattended, and the reason it should not run without them.

Related guides

FAQ

Q: Can an AI agent answer Yelp enquiries for a local business? A: Yes. This one, built on Zapier and Claude, classifies each message, replies in the business's tone, declines out-of-scope requests, follows up after 12 hours and hands to the owner on one click.

Q: What stops an AI responder from saying the wrong thing to a customer? A: A classification step before any reply, a written tone and scope guide, a decline path for anything outside scope, and a human takeover the owner can use at any time.

Q: Why is this built on Zapier and not Make.com? A: Yelp's Leads API is partner-gated and Zapier's Yelp Leads app is the only no-code route into it. For Yelp specifically, the platform choice is made by the data source.

Q: Does the agent replace the owner? A: No. It handles the first reply, the follow-up and the out-of-scope declines. Warm conversations go to the owner, and the takeover flag lets them step in on any thread at any point.

Q: Is this a Yelp auto responder? A: It does what buyers mean by that phrase, replies to Request a Quote messages in minutes, but with the human-review step Yelp's Leads Program Agreement expects, a 12-hour follow-up and a one-click owner takeover. The full guide to Yelp auto responders and Yelp's rules covers what subscription tools skip.

Losing Yelp leads to slower replies?

We build the first-reply agent, the follow-up and the takeover, inside Yelp's rules.

Book a free consult →

Losing Yelp leads to faster competitors?

A compliant draft-then-approve lead desk on Zapier: every Yelp lead answered in minutes, logged and followed up. Yelp Leads steps run as free tasks, so it costs almost nothing to run.

Nex Automations is an automation studio led by Prem Patel, a Make.com Level 5 Expert, Make Silver Solution Partner and Zapier Solution Partner, based in Ahmedabad and working globally. 1,200+ automations built for 210+ clients across 8+ industries in 12+ countries.

  • Scope the lead deskThe fit-check takes two minutes. Prem reads every one and replies within 24 hours.
  • Yelp Lead AutomationA compliant draft-then-approve Yelp lead desk on Zapier: replies in minutes, follow-up sequences and CRM logging, running on free Yelp Leads tasks.
  • Book a free consult30 minutes to scope the process you want automated.

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