> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to Set Up the Thumbtack Integration in LeadTruffle 📝 *Connect Thumbtack to LeadTruffle to auto-respond and qualify leads with AI, and learn how Thumbtack phone numbers work.* --- ## Table of contents * [Overview](#2-overview) * [Step 1: Connect your Thumbtack account](#2-step-1-connect-your-thumbtack-account) * [How the Thumbtack integration works](#2-how-the-thumbtack-integration-works) * [What about Open Opportunities?](#3-what-about-open-opportunities) * [Step 2: Configure your Thumbtack AI prompt](#2-step-2-configure-your-thumbtack-ai-prompt) * [Step 3: Use "Edit demo payload" to test](#2-step-3-use-edit-demo-payload-to-test) * [Step 4: Manage your Thumbtack leads](#2-step-4-manage-your-thumbtack-leads) * [Step 5: Set up follow-ups](#2-step-5-set-up-follow-ups) * [How LeadTruffle updates the Thumbtack phone number](#2-how-leadtruffle-updates-the-thumbtack-phone-number) * [How Thumbtack phone numbers work](#2-how-thumbtack-phone-numbers-work) * [Best practices](#2-best-practices) * [Summary](#2-summary) --- ## Overview LeadTruffle integrates directly with Thumbtack so you can: * Automatically respond to new leads * Qualify prospects with AI-powered text conversations * Manage every Thumbtack lead inside your LeadTruffle inbox * Send automated follow-ups Once connected, LeadTruffle instantly responds to incoming Thumbtack leads and begins qualifying the customer over text. ${frame}[LeadTruffle Thumbtack](https://www.loom.com/embed/8bd4c66bc79442b4bda2d86475581d8c) --- ## Step 1: Connect your Thumbtack account Log into your LeadTruffle dashboard at [app.leadtruffle.com](https://app.leadtruffle.com), then: 1. Go to **External CRMs** 2. Scroll down to **Thumbtack** 3. Click **Connect** You'll be redirected to Thumbtack. 4. Log in if prompted 5. Click **Approve connection** That's it — your accounts are now connected. ### Troubleshooting ||| If the connection doesn't go through, try these steps: * Make sure you're logged into Thumbtack before clicking **Connect** * Use **Google Chrome** for best compatibility * Disable browser pop-up blockers if needed If issues continue, contact support@leadtruffle.com. --- ## How the Thumbtack integration works When a new Thumbtack lead arrives: 1. LeadTruffle receives the lead data 2. The AI instantly sends the first response 3. The AI qualifies the lead through a text conversation 4. The conversation appears in your **Conversations inbox** You can take over any conversation at any time. ### The "Sent by LeadTruffle" banner Messages the AI sends through Thumbtack show a **Sent by LeadTruffle** banner in your Thumbtack Pro inbox. This label is only visible to you and your team on the Pro side of Thumbtack — **your customers never see it**. To the lead, every message looks like it's coming straight from your business, with no indication it was sent through an integration. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/screenshot-2026-07-29-at-10563_1xodeaj.png) || Thumbtack switched from a generic "Sent by integration partner" label to the branded "Sent by LeadTruffle" banner to give pros more visibility into which tool is messaging on their behalf. It's working as intended and can't be turned off or customized. ### What about Open Opportunities? Open Opportunities are potential jobs shown in Thumbtack before an active conversation has started. LeadTruffle does not import, score, or send the first message to them. Review Open Opportunities in Thumbtack and contact only the jobs that fit your services, service area, availability, and target job value. Your team must send the first message from Thumbtack. If Thumbtack then sends the active conversation to LeadTruffle, it will appear in your **Conversations inbox**. Manually messaging inside Thumbtack pauses **AI Response** for that conversation, so turn AI Response back on in LeadTruffle if you want the AI to handle later replies and follow-ups. --- ## Step 2: Configure your Thumbtack AI prompt Go to **Settings → Thumbtack prompt**. You'll see two areas: * Your **general AI knowledge base** * A **Thumbtack-specific AI prompt** ### Default prompt LeadTruffle includes a generic prompt by default. You can leave it as-is or customize it for your business — for example, to ask scheduling questions, request project photos, gather measurements, or qualify timeline and budget. ### Thumbtack sends more lead data than most channels Thumbtack passes through more information than most sources, including customer name, phone number, job description, intake answers, and project details. Because the customer has already explained their project, your AI usually **does not** need to ask basic openers like "How can we help you today?" Instead, point it at: * Clarifying project details * Scheduling * Requesting photos * Gathering qualifying information --- ## Step 3: Use "Edit demo payload" to test Before going live, test how your AI responds to leads. Click **Edit demo payload** to: * Simulate real Thumbtack lead data * See how your prompt responds * Preview conversations before activating ### Testing steps 1. Click **Edit demo payload** 2. Choose a sample payload similar to your business 3. Click **Apply preview** 4. Click **Send preview message** You'll immediately see the AI-generated response. Adjust your prompt until the replies feel natural and effective. --- ## Step 4: Manage your Thumbtack leads All Thumbtack leads appear in **Conversations → Inbox**. Each conversation includes: * A **Thumbtack badge** * Full message history * Lead contact information * AI-generated messages ### Filter the inbox You can filter by Thumbtack leads only, lead status, or AI vs. manual responses. ### Turn off AI (manual takeover) Take over a conversation any time by turning off AI from the conversation view and replying manually. | For most users, replying directly from LeadTruffle is faster and keeps all communication in one place. ||| If you reply to a customer directly inside Thumbtack instead of from LeadTruffle, it will pause the AI on that conversation. --- ## Step 5: Set up follow-ups Automated follow-ups significantly increase response rates — we highly recommend turning them on. LeadTruffle supports up to **3 follow-ups** per conversation. ### Recommended timing * 8 hours after the lead arrives * 12 hours after the lead arrives * 24 hours after the lead arrives ### Custom follow-up instructions Guide the AI with instructions like offering a discount, mentioning limited availability, asking for photos, or asking a qualifying question. The AI reads the full conversation and generates a context-aware follow-up message. --- ## How LeadTruffle updates the Thumbtack phone number When a lead first comes in from Thumbtack, the phone number attached to it is often a temporary proxy number rather than the customer's real one. If the customer shares their actual phone number during the text conversation, LeadTruffle automatically replaces the proxy with the real number. This works because LeadTruffle now saves the **origin source** of every phone number. The AI only auto-updates a number when it knows the one on file came from Thumbtack — so it can safely swap out the proxy without touching numbers that came from anywhere else. ||| If you or a team member manually edit a lead's phone number, the AI will never overwrite it. Your manual change always wins — whatever you type by hand is what displays in the lead record and stays there. --- ## How Thumbtack phone numbers work Every Thumbtack lead comes with a permanent Thumbtack phone number you can call or text. These numbers don't expire, so you can stay in touch with the customer over time. Here's what you and your team need to know when reaching out. ### Texting goes through Thumbtack, not straight to the customer When you text a customer's Thumbtack number, the message doesn't land directly on their personal phone. It routes into the Thumbtack app, and Thumbtack delivers it to the customer as a text (and keeps a copy in the app). || If you connect a CRM or integration (like Housecall Pro or ServiceTitan), Thumbtack turns off text mirroring — so your messages won't also be sent as a separate text. You'll keep messaging through your integration as usual. ### Calling connects you directly You can call a customer's Thumbtack number directly and it will connect to them like a normal call. Their caller ID usually shows "Thumbtack," so they're more likely to pick up. Note that Thumbtack records calls and plays a short notice before connecting. ### Register any number you call or text from This is the important one: any phone number you or your team use to call or text a Thumbtack number must be registered in Thumbtack first — whether you're dialing through Housecall Pro, another tool, or straight from a cell phone. Unregistered numbers won't connect until they're registered (or you enter your access code — see below). To register a number: 1. Open the **Thumbtack Pro app** 2. Tap **Profile** 3. Tap the **Settings** gear icon 4. Select **Registered phone numbers** 5. Tap **Add new number** 6. Enter the phone number Repeat for every number your team uses. Many integrations will auto-register your business numbers through Thumbtack's Pro API, but it's worth confirming. ### Use your access code for unregistered numbers If someone contacts a customer from a number that isn't registered, Thumbtack will ask for your **7-digit access code**. It's one code for your whole business. * **Calling:** enter the code when prompted and the call connects * **Texting:** Thumbtack texts you for the code, then sends your original message once it's entered After an unregistered number uses the code successfully, Thumbtack lets you confirm or decline it for future use. You can find your access code on the lead's job details page (**View phone number**) or under **Registered phone numbers**. || For the full details — including Thumbtack's 72-hour refund policy, lead insights, and the list of excluded services — see Thumbtack's guide: [What are Thumbtack numbers?](https://help.thumbtack.com/article/thumbtack-phone-numbers-on-direct-leads) --- ## Best practices * Test your AI prompt with demo payloads before going live * Avoid asking questions already answered in the Thumbtack intake * Enable follow-ups to increase reply rates * Register every number your team uses to call or text customers * Review conversations periodically and refine your prompt --- ## Summary Once connected, LeadTruffle will: * Instantly respond to new Thumbtack leads * Qualify prospects automatically with AI * Let you take over manually any time * Send intelligent follow-ups if leads go quiet This keeps your business fast, professional, and responsive — without the manual effort. --- Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.