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
- Thumbtack for Multi-Level Accounts
- Using integration within ClientTether
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.
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:
- Activate the Thumbtack Add-On for the Multi-level account.
- Complete the Business ID and Lead Source in the new Thumbtack Settings tab
- Turn on “Share Thumbtack Credentials with Subaccounts
- 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:
- 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.