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Thumbtack

Bring your Thumbtack leads into UpSmith so your AI agent answers them in real time. Thumbtack uses a one-click authorization — you authorize UpSmith, and it automatically registers a webhook on each of your Thumbtack businesses. The whole flow is self-serve and takes about two minutes, with no manual coordination.

Before you begin

  • A lead responder set up. Your AI agent with a linked channel must be assigned in Settings → Lead Settings, or the Connect button is blocked so no leads are missed.

  • Your Thumbtack login(s) for the account(s) you want to connect — you'll sign in during authorization.

The Thumbtack card is available to every account on the Integrations page — there's nothing to switch on first.

Step by step

  1. Confirm your lead responder is ready. In Settings → Lead Settings, make sure an agent with a linked channel is assigned. Until then, the Thumbtack Connect button just prompts you to finish Lead Settings.

  2. Connect and authorize. Open the Thumbtack card → Connect. UpSmith sends you to Thumbtack's authorization screen; sign in and grant access. You're returned to UpSmith and the card shows Connecting, then Connected. To link more than one Thumbtack login, use Connect another account and repeat — each login appears as its own panel.

  3. Webhooks register automatically. After authorization, UpSmith finds the businesses on the connected account and registers a leads webhook on each one — nothing needed from you. Each business shows a webhook status of Active, Disabled, or Error under Show details.

  4. Leads flow in real time. New Thumbtack leads are delivered to UpSmith over the webhook and answered by your agent automatically. The card shows each account's last webhook and last token refresh as a quick health check. That completes setup.

Connection states & recovery

  • Connecting → Connected — normal flow. Needs attention — something needs a look.

  • Re-register webhooks — if a business's webhook ever fails to register (rare), retry it from that account.

  • Reconnect (token expired) — if the authorization expires, the account shows Needs attention; click Reconnect to restore the lead flow.

  • Disconnect — revokes UpSmith's access to one account and stops its leads; other connected accounts stay live.

  • Multiple businesses — a single login can carry several businesses; each is registered and tracked independently.

Onboarding checklist

  • Lead responder (agent + channel) assigned in Lead Settings

  • Thumbtack authorization completed

  • Card shows Connected; each business shows an Active webhook

  • Additional logins linked via Connect another account, if any

  • First webhook received (visible on the account panel)

Where to go next

Need help? Email UpSmith support at support@upsmith.com.