Before you connect
Use the TradeVulcan workspace that owns this business, with Lead Forge access and an enabled lead inbox. A workspace owner or teammate with permission to edit deployments can manage the connection. Sign in to a Thumbtack Pro account authorized to manage the business you want to connect.
Connect your account and business
- Open Lead Forge, choose Connections, then Thumbtack. If you have multiple inboxes, choose the inbox for the correct business and CRM connection.
- Choose Connect Thumbtack. Sign in on Thumbtack and review the requested access. Your Thumbtack password stays with Thumbtack.
- Return to the connection and choose your business from the businesses available to your authorization. Confirm that you are authorized to connect it, then choose Save selected business.
- Choose Connect direct lead delivery and confirm that this business's inquiries and messages should reach this inbox.
- Enable lead capture. Choose Team replies through Thumbtack, set the response hours, and save the settings.
Do not connect another business's account to resolve a setup error. If no businesses appear, confirm that the Pro account manages your business or reconnect with the correct account. Pause capture before changing the selected business.
Read and reply to inquiries
Open Leads and select a Thumbtack inquiry. Choose Reply through Thumbtack to return a message to the original customer conversation. New customer messages remain attached to that inquiry. A native Thumbtack reply does not require a separate SMS number.
A successful provider receipt confirms that Thumbtack accepted the reply. Review the conversation for customer responses and booking results. If a send cannot be confirmed, keep the draft and review the inquiry before retrying; do not assume that sending again is safe.
Optional automatic replies and booking
Choose Automatic Thumbtack replies only when the shared Lead Forge Revenue Agent is enabled in the deployment's response settings and you are authorized to respond to the business's inquiries. Your response hours, opt-outs, suppression and team takeover rules still apply.
CRM availability and booking require a supported connected CRM, the relevant service mappings and enabled live-booking settings. A booking is confirmed only after the connected system accepts the customer's selected appointment. Connecting Thumbtack alone does not enable CRM booking.
Business phone numbers and existing bridges
Business phone registration is separate from native replies. Expand Manage registered business numbers to check existing registrations or register a full authorized +1 business number. Repeated registration of the same number reuses its registration.
An existing authenticated automation bridge remains available under Advanced: existing automation bridge and SMS. Choose one automatic response channel for this source. Saving a response mode in Thumbtack setup or Advanced replaces the previous mode. SMS has separate texting activation, sender registration and recorded customer-permission requirements. Do not treat an inbound Thumbtack conversation as permission to send an SMS.
Pause, reconnect or disconnect
Use Pause connection to stop new intake and pending automatic replies while keeping the saved settings. If the connection says Reconnect required, reconnect the correct Pro account, confirm the selected business and check direct lead delivery.
Disconnect Thumbtack removes this inbox's saved authorization and asks Thumbtack to revoke access. Thumbtack may also disable other connections and webhooks sharing that authorization. The product distinguishes confirmed revocation from an unconfirmed provider result. Captured inquiry history and registered business numbers are retained.
What is included
The connection receives new inquiries and messages, supports native replies, and can use separately enabled Revenue Agent and CRM capabilities. It does not promise complete historical backfill, reviews synchronization, provider billing synchronization, job-status writeback or an end-to-end delivery SLA.
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