Thumbtack
Thumbtack leads as contacts and Thumbtack messages in your inbox — with separate sources for booked and unbooked enquiries.
On this page
1Thumbtack leads and messages
Thumbtack sends you leads, and customers message you through it. The integration brings both into ClientTether: leads become contacts, and Thumbtack messages appear in the Unified Message Center alongside your texts and emails.
2Setting it up
- Enable the add-on and open Settings → Thumbtack.
- Enter your Thumbtack Business ID.
- Choose a lead source for leads that arrive With Booking, and another for Without Booking. Separating them means the two can start different follow-up.
- Leave Check Duplicate on, so a returning customer updates their record rather than creating a second one.
3In a franchise network
Two switches handle networks: Share Thumbtack Credentials With Subaccounts pushes one set of credentials down, and Use Thumbtack Credentials from Parent Account lets a location inherit them. That way head office manages the connection and each location still gets its own leads.
Booked and unbooked leads deserve different plans
Someone who already booked a slot needs confirmation and directions. Someone who only enquired needs selling to. Two lead sources, two Connection Plans.
4Troubleshooting
Leads arrive but with no source
One of the two lead source dropdowns is empty.
Thumbtack messages aren’t in the Message Center
Check the message-type filter there — Thumbtack is a separate type that can be switched off.