Marketing › Lead sources › Thumbtack
The Thumbtack integration connects your Thumbtack Pro account to Servetic. Every new Thumbtack lead becomes a lead in Servetic within seconds, with the job details, location and the customer's answers already filled in. Customer messages are added to the lead, and you can reply from Servetic. Your business phone and your team members' phones are registered with Thumbtack, so anyone on your team can call or text a customer through Thumbtack Numbers.
Connect your Thumbtack account
- Open Marketing from the sidebar, then the Lead sources tab.
- Under Connect a source, choose Thumbtack.
- Choose Connect Thumbtack.
- Sign in with your Thumbtack Pro account and choose Allow to approve the access Servetic asks for.
- You are returned to Servetic. Each of your Thumbtack businesses is listed on the Thumbtack card with the status Receiving, and your phone numbers are listed under Registered phone numbers.
Where Thumbtack leads appear
New Thumbtack leads appear in Service Intake, on the Leads tab, in the New column, with the Thumbtack business name as their source. Open a lead to see everything the customer sent: the service, their description, their answers to Thumbtack's questions, the location, preferred dates and any attachment links.
The customer's phone number on a Thumbtack lead is a Thumbtack Number. Calls and texts from a phone registered with Thumbtack reach the customer directly. The lead also shows your business's Thumbtack access code, for calling from a phone that is not registered.
Read and reply to customer messages
Open a Thumbtack lead to see the Thumbtack conversation: the customer's messages on the left and your replies on the right. Type in the message box and press Enter, or choose the send button. Your reply is sent through Thumbtack, so the customer sees it in their Thumbtack inbox, and it is kept on the lead in Servetic. New customer messages are added to the lead automatically.
What is shared
| Direction | Information |
|---|---|
| Thumbtack to Servetic | Your Thumbtack name and email; your businesses (name, image); each lead's customer name, Thumbtack Number, job location, service category, description, answers, preferred times, estimate and attachment links; customer messages; your Thumbtack access code. |
| Servetic to Thumbtack | Your business phone and your active team members' names and phone numbers; the messages you send from Servetic; the address Thumbtack uses to notify Servetic of new leads and messages. |
Settings on the Thumbtack card
| Setting | When to use it | What it does |
|---|---|---|
| Sync phones | After adding or changing team members | Registers your business phone and every active team member's phone with Thumbtack. Removes numbers Servetic added for people who are no longer active on your team. Numbers you added on Thumbtack yourself are never removed. |
| Refresh | After adding a new business on Thumbtack | Re-reads the businesses on your Thumbtack account and sets up lead and message notifications for each one. |
| Business phone (Settings, Business Profile) | Required | Your main line, registered with Thumbtack. |
| Team member phone (Employees) | Recommended | Each active team member's phone, registered with Thumbtack. |
Common problems
| What you see | Why | What to do |
|---|---|---|
| A business shows Needs attention | Lead notifications could not be set up, or the business changed on Thumbtack. | Choose Refresh on the Thumbtack card. If it continues, disconnect and connect again. |
| A phone number is skipped | Thumbtack only accepts US and Canadian numbers. | Change the phone to a 10-digit US or Canadian number, then choose Sync phones. |
| The Thumbtack connection request expired | Signing in took longer than 10 minutes, or the link was used twice. | Choose Connect Thumbtack again. |
| Thumbtack access was not approved | Allow was not chosen on Thumbtack. | Connect again and choose Allow. |
| New leads stopped arriving | The integration was disconnected on Thumbtack, or access expired. | Open Marketing, Lead sources, Thumbtack and connect again. |
Disconnect
- Open Marketing, then the Lead sources tab, and choose Thumbtack.
- On the Thumbtack card, choose Disconnect and confirm.
Servetic asks Thumbtack to turn off the integration and its notifications, deletes the stored Thumbtack access, and stops importing new leads and messages. Leads and messages already in Servetic are kept. Phone numbers registered earlier stay on your Thumbtack account, where you can remove them. You can connect again at any time.