Lead source integration
Joby + Thumbtack
Auto-pull every lead you get on Thumbtack straight into Joby the moment it lands. No more manual copy-paste, no more missed messages, no more logging into two systems all day.
What it is
Thumbtack is one of the largest home-services marketplaces in the US — customers post jobs (locksmith, HVAC, plumbing, cleaning, etc.) and pros like you get matched with them.
The Joby + Thumbtack integration connects your Thumbtack Pro account to Joby with a one-time OAuth authorization. From that moment on, every new Thumbtack lead is automatically created as a lead inside Joby — with the customer's name, phone, address, project type, and the message they sent you.
Why it matters
Every Thumbtack lead is in your CRM automatically. No more forgetting to add a lead you saw on your phone, no more losing customers because someone didn't follow up.
Reply and dispatch from Joby. Once the lead is in Joby, use the full CRM — call, text, quote, schedule, invoice — instead of jumping back to Thumbtack for every conversation.
Track Thumbtack as a lead source. Every Thumbtack lead is tagged with the source, so your reports show exactly how much revenue Thumbtack drives, what your cost-per-lead is, and which project types convert best.
One-time setup. Connect once, and the sync runs forever in the background.
What syncs
Thumbtack field | Where it lands in Joby |
Customer name | Lead first/last name (and matching client record). |
Phone and email | Lead contact fields — ready to call or text with one click. |
Project location | Lead address (used for routing, maps, and dispatch). |
Project type / category | Lead job type field. |
Customer's message / project details | Lead notes. |
Lead source | Auto-set to Thumbtack so it shows up correctly in every report. |
Set it up
Two short parts: connect Thumbtack with OAuth, then pick the default status new Thumbtack leads land in. About 60 seconds end-to-end.
Prerequisite
You need an active Thumbtack Pro account (the paid business account, not a customer account). If you don't have one, sign up at pro.thumbtack.com first.
Part 1 — Connect Thumbtack
1. Open Settings → Integrations
All external connections live under Settings → Integrations — Thumbtack, QuickBooks, Google Calendar, Zapier, and the rest.
2. Click Connect on the Thumbtack tile
Find the Thumbtack tile in the integrations grid and click Connect. This opens the Thumbtack setup screen.
3. Click Connect Thumbtack to start the authorization
This kicks off Thumbtack's official OAuth flow in a new tab. Joby never sees your Thumbtack password — Thumbtack handles authentication.
4. Sign in and click Allow
Sign into your Thumbtack Pro account (if you're not already), then click Allow on the permissions screen. This gives Joby read access to your incoming Thumbtack leads — nothing more.
Part 2 — Set the default lead status
5. Pick the status new Thumbtack leads should land in
Every new Thumbtack lead is created in Joby with a default status. Pick the one that matches how you triage inbound — usually Created, New, or Unscheduled works well since Thumbtack leads still need a follow-up call.
You can change this later, and the change applies to all future Thumbtack leads (not existing ones).
Things to know
Situation | What happens |
A new lead comes in on Thumbtack | A matching lead is created in Joby within seconds, tagged with source = Thumbtack. |
The same customer messages you twice on Thumbtack | Joby matches on phone/email and links both messages to the same lead — no duplicate. |
You change the default status later | Only future Thumbtack leads use the new status. Existing leads stay where they were. |
You disconnect Thumbtack | Existing leads in Joby stay put. New Thumbtack leads stop flowing in until you reconnect. |
Your Thumbtack authorization expires | Reconnect from the same integrations page — your default status and sync history stay intact. |
Tip
Use Joby's reports to see how Thumbtack stacks up against your other lead sources. Filter by source = Thumbtack to see conversion rate, average job value, and cost-per-lead — that's how you know whether Thumbtack is worth the monthly spend or whether you should pivot budget elsewhere.
Security
Note
The integration uses Thumbtack's official OAuth flow. Joby never sees or stores your Thumbtack password. You can revoke access anytime from Thumbtack Pro settings, or disconnect from Joby's integrations page.
Need help?
Email [email protected] or message us from the in-app chat. We can help with the initial OAuth connection, missing leads, duplicate handling, or picking the right default status for your workflow.