What you need
- A Thumbtack login for the business or businesses you want Avoca to cover
- A browser that allows pop-ups from the Avoca dashboard, because Thumbtack’s sign-in opens in a small window
- A role in Avoca that can edit Speed-to-Lead settings
Already get Thumbtack leads through ServiceTitan, email, or a webhook? That setup keeps working until you save your businesses in Step 1 below. Only follow this page if you want to switch to the Thumbtack connection. See the last accordion below.
Step 1: Sign in to Thumbtack and pick your businesses
1
Open Thumbtack setup
Go to Products → Speed-to-Lead → Settings and open Thumbtack. On the first step, Leads Ingestion, you’ll see Connect your Thumbtack account.
2
Connect Thumbtack
Select Connect Thumbtack. A Thumbtack window opens. Sign in and approve access. If nothing opens, allow pop-ups for the dashboard and try again.
3
Choose your businesses
Back in Avoca, your Thumbtack account shows a Connected badge and a checkbox for each business. Tick every business you want Avoca to reply for.
4
Save
Select Save businesses. You’ll see Thumbtack businesses saved. Saving connects these businesses to Thumbtack. If you were using another setup, saving replaces it.
Step 2: Choose a workflow for each business
A workflow is the first message and follow-ups Avoca sends to a new Thumbtack lead. Each business gets its own.1
Open Configurations
Go to the Configurations step. Your businesses are listed on the left under Thumbtack accounts. Select one.
2
Pick a workflow
Under Workflow, choose a published workflow. A workflow marked Draft has to be published before you can pick it.
3
Create one if you need it
If the list is empty, select Create workflow, enter a Workflow name, and build it in the tab that opens. Choose the native messaging type. See Create a workflow. When you come back, refresh the list and your workflow is there.
4
Repeat for each business
Pick a workflow for every business you saved. You can set up one now and come back for the rest.
If you use ServiceTitan, you can also choose a ServiceTitan campaign and Job tags for each business. They’re optional. Select Update mappings to save them.
Step 3: Go live
1
Select Go live
On Configurations, select Go live. It’s available once at least one business has a published workflow. When it works, you’ll see a message that Thumbtack is live and a green Live badge.
2
Check AI replies
Open Additional Settings. Under AI replies, each business has its own switch. Turn it off for a business if you’d rather your team answer its Thumbtack leads.
Step 4: Turn on alerts
When a conversation needs a person, Avoca hands it to your team. Turn on the alert so someone hears about it.1
Open your alerts
Open Team Notifications in the sidebar, under Settings. See Set up Team Notifications.
2
Turn on Escalated conversation
Find Thumbtack, turn on Escalated conversation, and choose who gets it. Thumbtack shows up once a Thumbtack account is connected.
Test it
- Send a test request to your business through Thumbtack, or wait for the next real lead.
- Open Channels → Messages and check the conversation is there, marked Thumbtack.
- Read the first message. If it isn’t what you want, change the workflow.
What’s next
- Work your conversations in Manage the message board.
- See how leads and sources fit together in the Speed-to-Lead overview.
More options
It says Needs reconnect
It says Needs reconnect
Your Thumbtack sign-in has expired. Select Reconnect on the Thumbtack account card and sign in again.
Add another Thumbtack account
Add another Thumbtack account
Select Connect another Thumbtack account at the bottom of Leads Ingestion. Then tick its businesses and select Save businesses.
Change which businesses Avoca covers
Change which businesses Avoca covers
Open Leads Ingestion, tick or untick businesses, and select Save businesses. The button stays grey until you change something.
Change what your assistant says
Change what your assistant says
Under Additional Settings, select Thumbtack agent. It opens Settings → Agents → Messaging, where you can edit the Objectives.
Disconnect Thumbtack
Disconnect Thumbtack
On the Thumbtack account card, select Disconnect, then Yes, disconnect.
I already use Thumbtack through ServiceTitan, email, or a webhook
I already use Thumbtack through ServiceTitan, email, or a webhook
In your Thumbtack setup you’ll see Native Thumbtack is available and a Switch to native button. Selecting Save businesses replaces your current setup and connects your businesses to Thumbtack. Replies stay off until you set up a workflow and select Go live, which starts the workflows and turns on AI replies for the businesses you launch. Select Keep current setup to stay as you are.To go back to ServiceTitan, email, or a webhook, select Use ServiceTitan, email or webhook instead on the first step. Select Back to Thumbtack connect to return.
I don't see Thumbtack in Speed-to-Lead
I don't see Thumbtack in Speed-to-Lead
Speed-to-Lead only appears if it’s turned on for your team and your role can view it. Ask your Avoca team to check.