This article walks you through how the Thumbtack and Chatavise integration works, what each platform does best, and how to connect them to automatically follow up with leads the moment they express interest in your business.

What Is Thumbtack?

Thumbtack is a platform that helps home service businesses connect with customers who need their services. Customers describe what they're looking for — whether it's plumbing, carpet repair, pest control, or another service — and Thumbtack matches them with qualified professionals in their area.

For home service businesses, Thumbtack is a lead generation tool. When someone expresses interest in using your business through Thumbtack, that's a lead you'll want to follow up with as quickly as possible.

What Does Chatavise Add for Thumbtack Users?

Chatavise sits on top of Thumbtack as your communication layer. When a lead is generated in Thumbtack, Chatavise ensures that lead is reached out to automatically — from your own business phone number — without any manual effort from your team.

When connected to Thumbtack, Chatavise helps you:

  • Automatically text new leads the moment they come in
  • Send follow-up messages to keep leads engaged
  • Assign leads to team members for accountability
  • Track all communication in one central inbox
  • Create contacts and leads within Chatavise automatically

The result is faster response times and fewer missed opportunities. As we all know, the faster you respond to a lead, the more likely you are to close the deal.

How to Connect Thumbtack to Chatavise

  1. Navigate to Integrations in Chatavise.
  2. Select Thumbtack.
  3. Click Install Thumbtack.
  4. Review the permissions and click Allow to authorize the connection.
  5. Wait for the connection to complete — you'll see a confirmation when it's ready.

Once connected, Chatavise will begin receiving leads from your Thumbtack account.

Connecting Your Thumbtack Business Profile to a Location

After connecting your Thumbtack account, you'll need to link your Thumbtack business profile to a Chatavise location profile. This tells Chatavise where to route incoming leads.

  1. On the Thumbtack integration page, you'll see a list of your Thumbtack business profiles.
  2. Use the dropdown on the right to select the Chatavise location you want to connect.
  3. Click Connect.

From this point forward, any new lead generated through that Thumbtack profile will be served directly to Chatavise. The lead will appear as both a contact and a lead inside your system.

Installing the Thumbtack New Lead Workflow

Now that leads are flowing into Chatavise, you can automate how your business responds to them using Workflows.

What Is a Workflow?

In Chatavise, a Workflow is a series of actions performed automatically based on a triggered event. That event can come from within Chatavise or from a third-party system like Thumbtack, Jobber, or Housecall Pro.

How to Install the Workflow Template

  1. On the Thumbtack integration page, locate the Thumbtack New Lead Workflow template.
  2. Click Install.
  3. The workflow is now installed and ready to use.

What the Workflow Does

By default, the Thumbtack New Lead Workflow:

  • Sends an automatic text message the moment a new lead is created
  • Sends a follow-up text message 24 hours later if the lead hasn't responded

You can customize this workflow at any time — edit the message content, adjust the timing, or add additional steps like assigning team members or tagging contacts.

Viewing Thumbtack Leads in Chatavise

Once everything is connected, here's what happens when a new lead comes in from Thumbtack:

  1. The lead appears in your Lead Suite under Manage Leads.
  2. You'll see the lead's name, contact information, and source (Thumbtack).
  3. Open the Chats page to view the conversation thread.
  4. All submission details from Thumbtack will appear in the chat window.
  5. Your automated outreach messages will be visible, with any scheduled follow-ups shown as well.

This gives you full visibility into every Thumbtack lead and every message sent on your behalf.

Customizing Your Workflow

The default workflow is a great starting point, but you can extend it to match your business needs:

  • Edit message content — Personalize your outreach to match your brand voice
  • Adjust timing — Change when follow-up messages are sent
  • Add more steps — Include additional follow-ups, reminders, or notifications
  • Assign team members — Route leads to specific people on your team
  • Tag contacts — Organize leads by source or status for easy filtering

To edit your workflow, go to Workflows, find the Thumbtack workflow, and click Edit.

Why Speed Matters

In the home service industry, the business that responds first often wins the job. Chatavise helps you reach out to Thumbtack leads instantly — even when you're not in front of your computer or phone.

By automating your initial outreach and follow-ups, you can:

  • Decrease response time dramatically
  • Increase your chances of booking the job
  • Free up your team to focus on delivering great service

Need Help?

If you have questions about connecting Thumbtack or configuring your workflows:

  • Click the Help button inside Chatavise
  • Contact the support team directly

The Chatavise team is happy to help you get your Thumbtack integration running smoothly.