February 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:

  1. Make sure you have an active Thumbtack Account
  2. Make sure you have a clear Lead Source in ClientTether created for Thumbtack
  3. 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.

Settings for a Multi-Level Account Structure

There are times when the account structure in ClientTether is different than Thumbtack. For example, you might have a single Thumbtack account that generates leads for all of the greater Denver Metro area. But in ClientTether you might have a Multi-Level account for Denver with 4 subaccounts: North, South, East and West.

In this case follow these steps:

  1. Activate the Thumbtack Add-On for the Multi-level account.
  2. Complete the Business ID and Lead Source in the new Thumbtack Settings tab
  3. Turn on “Share Thumbtack Credentials with Subaccounts
  4. Activate the Thumbtack Add-On in the subaccounts. Notice they will NOT have a Thumbtack Settings tab, because they are using the credentials form the parent account.

Using Thumbtack integration within ClientTether

Once Thumbtack is set up:

Please note outgoing messages sent from within Thumbtack do not display within ClientTether.