Thumbtack Markdown
How to Set Up the Thumbtack Integration in LeadTruffle
Connect Thumbtack to LeadTruffle and automatically qualify incoming leads with AI.
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: Managing Thumbtack Leads
- Step 5: Set Up Follow-Ups
- Step 6: Register Your LeadTruffle Numbers in Thumbtack
- Best Practices
- Summary
Overview
LeadTruffle integrates directly with Thumbtack so you can:
- Automatically respond to new leads
- Qualify prospects with AI-powered conversations
- Manage Thumbtack leads inside your LeadTruffle inbox
- Send automated follow-ups
Once connected, LeadTruffle instantly responds to incoming Thumbtack leads and begins qualifying the customer via text conversation.
${frame}[Video Walkthrough](https://www.loom.com/embed/626680e1c4bc4a638251d425dced7980)
Step 1: Connect Your Thumbtack Account
Log into your LeadTruffle dashboard:
Then follow these steps:
- Go to External CRMs
- Scroll down to Thumbtack
- Click Connect
You will be redirected to Thumbtack.
- Log in if prompted
- Click Approve Connection
That’s it — your accounts are now connected.
Troubleshooting
- Make sure you are logged into Thumbtack before clicking Connect
- Use Google Chrome for best compatibility
- Disable browser pop-up blockers if necessary
If issues continue, contact support@leadtruffle.com.
How the Thumbtack Integration Works
When a new Thumbtack lead arrives:
- LeadTruffle receives the lead data
- AI instantly sends the first response
- The AI begins qualifying the lead through text conversation
- The conversation appears in your LeadTruffle Conversations inbox
Messages sent by LeadTruffle inside Thumbtack will show:
Sent by integration partner
If you manually reply (either in LeadTruffle or Thumbtack), that label will not appear.
You can take over the conversation anytime.
Step 2: Configure Your Thumbtack AI Prompt
Navigate to:
Settings → Thumbtack Prompt
You will see two areas:
- Your general AI knowledge base
- A Thumbtack-specific AI prompt
Default Prompt
LeadTruffle includes a generic prompt by default.
You can either:
- Leave it as-is
- Customize it for your business
For example, you might configure the AI to:
- Ask scheduling questions
- Request photos of the project
- Gather measurements or details
- Qualify timeline and budget
Important: Thumbtack Sends More Lead Data
Thumbtack provides more information than most channels, including:
- Customer name
- Phone number
- Job description
- Intake answers
- Project details
Because of this:
❌ Your AI usually does NOT need to ask basic questions like:
"How can we help you today?"
The customer already explained their project.
Instead, your AI should focus on:
- 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
This tool:
- Simulates real Thumbtack lead data
- Shows how your AI prompt responds
- Lets you preview conversations before activating
Testing Steps
- Click Edit Demo Payload
- Choose a sample payload similar to your business
- Click Apply Preview
- Click Send Preview Message
You will immediately see the AI-generated response.
Adjust your prompt until the responses feel natural and effective.
Step 4: Managing Thumbtack Leads
All Thumbtack leads appear inside:
Conversations → Inbox
Each conversation includes:
- A Thumbtack badge
- Full message history
- Lead contact information
- AI-generated messages
This keeps all lead communication centralized.
Filtering Conversations
You can filter the inbox by:
- Thumbtack leads only
- Lead status
- AI vs manual responses
Turning Off AI (Manual Takeover)
You can take over a conversation at any time.
Options include:
- Turning off AI from the conversation view
- Replying manually inside LeadTruffle
Step 5: Set Up Follow-Ups (Highly Recommended)
Automated follow-ups significantly increase response rates.
LeadTruffle allows 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
You can guide the AI with additional instructions such as:
- Offer a discount
- Mention limited availability
- Ask for photos
- Ask a qualifying question
The AI will:
- Read the full conversation
- Generate a context-aware follow-up message
Step 6: Register Your LeadTruffle Numbers in Thumbtack
Thumbtack uses dedicated phone numbers to route calls and texts between pros and customers.
To ensure LeadTruffle can communicate with customers properly, you should register your LeadTruffle phone numbers in Thumbtack.
Registering Your Numbers
- Open the Thumbtack Pro app
- Tap Profile
- Tap the Settings gear icon
- Select Registered phone numbers
- Tap Add new number
- Enter your LeadTruffle phone number
Repeat this step for any additional numbers used by your team.
Using the Access Code (If Needed)
If someone on your team contacts a customer from a number that isn’t registered:
Thumbtack will request your 7-digit access code.
Once entered:
- The call or text will connect
- The phone number can be approved for future use
You can find your access code in:
- Settings → Registered phone numbers
- Inside the lead’s job details page
Best Practices
Follow these tips to maximize performance:
- Test your AI prompt using demo payloads
- Avoid asking questions already answered in the Thumbtack intake
- Enable follow-ups to increase reply rates
- Review conversations periodically and refine prompts
Summary
Once connected, LeadTruffle will:
- Instantly respond to new Thumbtack leads
- Qualify prospects automatically using AI
- Allow manual takeover at any time
- Send intelligent follow-ups if leads go quiet
This keeps your business fast, professional, and responsive — without manual effort.
Need help? Contact us at support@leadtruffle.com or message the team via the Intercom chat on this article or in-app.
Updated on: 02/04/2026
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