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
• Step 1: Connect your Thumbtack account
• How the Thumbtack integration works
• Step 2: Configure your Thumbtack AI prompt
• Step 3: Use "Edit demo payload" to test
• Step 4: Manage your Thumbtack leads
• Step 5: Set up follow-ups
• How LeadTruffle updates the Thumbtack phone number
• How Thumbtack phone numbers work
• Best practices
• 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.

Step 1: Connect your Thumbtack account

Log into your LeadTruffle dashboard at 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

• 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.

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.

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.

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).

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.

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.

Updated on: 04/08/2026