Thumbtack + WorkTime CRM

Thumbtack auto reply:
answer every new lead in seconds

A Thumbtack lead goes to several pros at once, and you are usually on a ladder when it lands. WorkTime CRM sends your first message into the Thumbtack chat within seconds of the lead arriving β€” in your words, with the customer's name and the job in it β€” and puts the lead on your pipeline as a client card with the phone number.

First month free with a card on file Β· then $99/mo per company Β· cancel anytime

How it works

Step by step

  1. 01

    Connect Thumbtack once

    In Settings β†’ Lead Sources, open the Thumbtack card, press Connect Thumbtack and sign in to your Thumbtack Pro account. The connection uses Thumbtack's official Partner API β€” no browser extension, no shared password. The same card walks you through adding a webhook in your Thumbtack account, about five minutes.

  2. 02

    Write your first message

    Turn the auto-reply switch on and edit the template. {name} becomes the customer's name and {category} the kind of job, so the message reads like you typed it. It is sent in English.

  3. 03

    New lead β†’ reply in seconds

    When a lead arrives, the CRM sends your message into the Thumbtack chat within seconds and creates the client card. You get an "Auto-reply sent" ping in Telegram. If the send fails, you get a warning instead, so the lead is never silently left unanswered.

  4. 04

    Keep talking without leaving the CRM

    The Thumbtack chat sits on the client card next to texts, emails and calls. Reply from there β€” with an AI draft, a template or by voice β€” and messages you write in the Thumbtack app show up in the CRM too.

Sarah M.
New Lead Β· Thumbtack Β· Renton, WA
New Lead
Hi! Looking for a quote on a full kitchen remodel in Renton, about 180 sq ft. When could you come by?

6:42 PM

Thanks Sarah! This is Northwest Remodel β€” happy to help. When is a good time for a quick look? You can also book here: nwremodel.com/book

6:42 PM Β· sent automatically

Write viaThumbtackSMSEmail
A Thumbtack lead on the client card: the request, your automatic reply, and where you write next

This is what it looks like inside

Not a stock picture β€” the screen you get after signing up, with sample data.

Northwest Remodel LLC
Clients
AK
Anna K.πŸ”₯ Hot Client
(425) 555-0134 Β· Bellevue, WA Β· Thumbtack
Communication12Estimates2Invoices1Projects1Events3

Anna

Hi! Could you come look at our master bath this week?

9:12 AM

You

Sure β€” Tuesday at 10 AM works. I’ll text before I leave.

9:15 AM

Perfect, see you Tuesday πŸ‘

9:16 AM

Estimate #1042 sent by email Β· openedπŸ‘ Γ—3
Write viaSMSEmailThumbtackMessage…
The client card β€” every text, email, marketplace message and call with one customer in one thread

What you get

The full lead, phone included

Thumbtack's notification emails hide the phone number. The direct connection delivers the whole lead: name, phone, job details.

One conversation per customer

Thumbtack chat, SMS, email and calls with the same person are one thread on one card β€” not four apps.

Straight into your pipeline

The lead becomes a client card on your sales pipeline, ready for a visit, an estimate and an invoice. Duplicates are recognised.

A quote while you are still on site

Take photos at the job and the AI drafts a priced estimate from your own pricebook. The customer signs it online.

FAQ

Questions contractors ask

Is this allowed by Thumbtack?

Yes. WorkTime CRM sends messages through Thumbtack's official Partner API after you sign in to your own Thumbtack Pro account and grant access. Nothing is scraped and no password is stored.

How fast is the reply?

Within seconds of Thumbtack notifying the CRM about the new lead. Thumbtack itself can take around ten seconds to deliver a message inside its chat.

Can I change what the message says?

Yes. The template is yours to edit in the Thumbtack card in Settings, with {name} and {category} filled in for each lead. You can switch auto-reply off at any time and answer by hand.

What if the automatic message fails to send?

You get a warning in Telegram to reply manually. The lead is still saved as a client card.

Does auto reply cost extra?

No. It is part of the one WorkTime CRM plan: first month free with a card on file, then $99 a month per company. Thumbtack's own lead fees are charged by Thumbtack as usual.

Do my older Thumbtack leads show up?

New leads arrive automatically from the moment you connect. An older or hand-made client card can be linked to its Thumbtack conversation by pasting the lead's link.

Try it on your next job

Built by a working contractor near Seattle. First month free, then $99 a month for the whole company.