Set up the Thumbtack Leads Integration

Overview

As a Thumbtack Pro, complete the following steps to ensure the Thumbtack Leads Integration is properly set up for all accounts and locations with your ServiceTitan account.

Things to know

• After you set up the integration, Thumbtack Leads flow in with your other online bookings on the ServiceTitan Booking screen.

• Direct Leads: These Leads perfectly match your Thumbtack targeting preferences. They come from customers who searched for a pro, saw your profile, and reached out to you. You pay for direct Leads automatically. You can find these in the Direct Leads section of your Leads tab.

  Note: Thumbtack doesn't currently collect the full address for customers who send Direct Leads, only for customers using the Thumbtack Instant Book feature. You'll need to contact customers to collect their full address and confirm their booking request before completing the workflow.

• Depending on your account configuration, you might see different types of requests on the Bookings screen in addition to Thumbtack Leads. For more, see the Understand the different booking types section of Manage bookings.

• Pros are what Thumbtack calls contractors. For ServiceTitan customers interested in becoming Thumbtack pros, visit the Thumbtack partnership landing page to sign up for Thumbtack.

• Only Administrator or Owner roles in ServiceTitan can accept the data agreement and set up the integration.

• If a standard job type has multiple custom job types or business unit mappings, the job type and business units won't pre-populate in the Lead.

• Setup for this leads integration is not available in Enterprise Hub accounts.

Set up the leads integration with Thumbtack

Setup includes the following steps:

• Step 1: Request the Thumbtack Leads Integration

• Step 2: Review and accept the authorization form

• Step 3: Authorize the Thumbtack Leads Integration

• Step 4: Map job types to business units

• Step 5: Map job types in Marketing Integrations

Step 1: Request the Thumbtack Leads Integration

To get the Thumbtack Leads Integration added to your ServiceTitan account, send our integrations team a request:

1. Go to https://marketplace.servicetitan.com/partner/thumbtack

2. On the Thumbtack page that opens, click Get Started.

3. On the Learn More pop-up that opens, enter the following details:

   • Name

   • Company

   • Email

   • Phone number

   • Number of employees

   • Whether you're an existing ServiceTitan customer: Yes or No

   • Any additional questions you might have

4. When finished, click Agree and Submit.

After you submit your request, a specialist from our integrations team will email you when the integration is ready to be set up in your account.

Step 2: Review and accept the authorization form

After you've requested the Thumbtack Leads Integration here and it's been added to your account, you're ready to accept the authorization form and start setting it up.

Note: Only administrators and owners can view and accept the authorization form.

To review and accept the authorization form:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Integrations > Marketing Integrations.

3. On the Marketing Integrations screen that opens, click Configure next to the Thumbtack Leads Integration. 

4. On the setup screen that opens, go to the API Data Authorization section and read through the authorization form. When finished, select that you've read the terms and click Agree. 

   Tip: Click Download PDF to download the agreement for future reference. Another way to view the agreement in the future is to click More from the Thumbtack Leads Integration screen and then click View Agreement.

   

5. When finished, click Close.

Note: The agreement only appears the first time the Thumbtack integration is enabled. After you accept the form, you will not see the agreement pop-up again. However, you can still view the agreement by clicking More > View Agreement on the Thumbtack Integration screen.

Step 3: Authorize the Thumbtack Leads Integration

After you accept the authorization form, connect your Thumbtack account to ServiceTitan. You're prompted to sign in and permit the connection on the Thumbtack Leads Integration screen:

1. Click Sign in with Thumbtack. 

2. On the window that opens, sign in to your Thumbtack account. 

3. After connecting your Thumbtack account to ServiceTitan, click Continue.

4. Go back to ServiceTitan to finish pairing.

   Note: After you connect your ServiceTitan account with Thumbtack, you receive information from Thumbtack about the accounts and profiles included in the integration.

5. After your account is connected, you can assign business units (BUs) to this account:

   • If you have profiles set up, select BUs for each profile. This helps ServiceTitan communicate efficiently with Thumbtack to receive and post the correct Leads on your Booking screen. 

   • If you don't have profiles set up, or if you have more than one account, select the BUs you want to associate with the account.

6. (Optional) Click Add Account to connect another account. 

7. When finished, click Save.

Step 4: Map job types to business units

After authorizing the Thumbtack Leads Integration, configure it by setting the default Job Type mapping. This saves you time when you begin using the integration. Additionally, mapping job types helps ServiceTitan receive and post the Leads correctly for you on the Booking screen and Dispatch Board.

Under each vertical that applies to your business (HVAC, Plumbing, Electrical, and more), map your job types to ServiceTitan standard job types. Then, use the business units (BUs) that service these job types.

After this step is complete, the Thumbtack Leads Integration launches and you begin receiving Leads.

Note: You only need to do this once and the job type mapping is leveraged for future integrations as well. If you mapped your job types to the standard job types, you don't need to do this again. For example, if you're already using the Google Local Services Integration, you don't need to complete this step as you've already completed it.

To map job types to business units:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Integrations > Marketing Integrations.

3. Click Configure next to the Thumbtack Leads Integration.

4. On the Thumbtack Leads Integration screen that opens, click Job Types.

5. On the Job Types pop-up that opens, click Go To Job Type Mapping. 

6. On the Job Type Mapping screen that opens, map the Standard Job Types to your job types and business units. For more, see Map Job Types.

7. When finished, click Save Changes.

8. Click Return to Integration Setup.

9. On the Thumbtack Leads Integration screen that opens, you can find the job types and the BUs that are part of the Leads Integration. Review the job type mapping.

10. When finished, click Finish.

Step 5: Map job types in Marketing Integrations

To enable or disable job types configured in global Job Type Mapping:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to Integrations > Marketing Integrations.

3. Click Configure next to the Thumbtack Leads Integration. 

4. On the Thumbtack Leads Integration screen that opens, click Job Types.

5. Expand a trade to see more details. All Job Types are active by default. If you want to disable a job type, turn off the Enabled toggle. 

6. When finished, click Save. Your Thumbtack Leads Integration is set up and ready to receive requests on the Booking screen ServiceTitan.

   Note: You can disable the Thumbtack Leads Integration temporarily by turning off the Enabled toggle.

   Tip: To resume configuration at any stage, click Finish Editing next to the Thumbtack Leads Integration.

   

Want to learn more?

• See Map Job Types

• See Manage bookings

• See Use alerts

• See Trane and American Standard Phone Call Leads integration