ThumbtackFebruary 3, 2022
This is a powerful tool combining the automation and centralization of ClientTether with the marketing and communication of Thumbtack.
With this integration you will be able to:
- Have leads directly added to ClientTether from Thumbtack
- Receive incoming Thumbtack messages
- Send outgoing Thumbtack messages
- View Thumbtack conversation within Contact Profile
- Please note this does not currently include Thumbtack messages you send from within Thumbtack. Only messages you send out of ClientTether, but does include ALL incoming messages from Thumbtack.
Setting up Thumbtack ClientTether integration
To set up the Thumbtack integration please do the following things:
- Make sure you have an active Thumbtack Account
- Make sure you have a clear Lead Source in ClientTether created for Thumbtack
- Reach out to your Thumbtack Account Manager and let them know you would like to activate the ClientTether integration.
- They must turn on the integration on their end first.
- Locate your Thumbtack Business ID for inclusion on the ClientTether Side.
- Paste your Business ID into the Thumbtack Tab in ClientTether.
This may eventually be replaced with an OAUTH Login option to Thumbtack from within ClientTether.
Using Thumbtack integration within ClientTether
Once Thumbtack is set up:
- Your leads will automatically be added to ClientTether from Thumbtack
- You can receive notifications in the right side panel of incoming messages if you opt to do so in the Notification Settings Control Tab
- In the Contact Profile Thumbtack tab you will receive your incoming Thumbtack Messages and send out going messages.
- You can select existing Text Templates for your manual outgoing Thumbtack messages if you wish.
- In Action Plans you can also build in a Thumbtack Action Plan Step.
Please note outgoing messages sent from within Thumbtack do not display within ClientTether.