Connect serviceminder to Thryv® Growth Platform or Marketing Center to send eligible new leads directly to your serviceminder contacts. Your team can use the contact details, call summaries, form submissions, and available lead scores to follow up without entering the same information twice.
The integration also brings billed invoice totals back into Thryv’s ROI reporting, so you can see which leads generated billed work. Lead sync and revenue reporting use the same connection.
In this article
- Connect Thryv to serviceminder
- See which leads sync
- Find synced leads in serviceminder
- Track billed revenue from synced leads
- Manage or disconnect the integration
- Frequently asked questions
Connect Thryv to serviceminder
You can connect serviceminder from Thryv Growth Platform or Marketing Center. Before you start, go to Control Panel → API Keys in serviceminder to generate and copy an API key. For help, see serviceminder’s API key configuration guide.
- In Thryv, select Settings in the left navigation menu.
- Select Integrations.
- Find Serviceminder and click Connect.
- Review the requested permissions and click Allow.
- Paste your serviceminder API key when prompted. After Thryv validates the key, return to Settings → Integrations to confirm the integration is connected.
Eligible new leads start syncing automatically. Revenue reporting uses the same connection, so there’s no separate setup.
See which leads sync
Thryv checks the lead’s score before sending it to serviceminder. Eligible leads can come from calls, form submissions, and listing inquiries captured in Thryv.
| Thryv lead score | Sent to serviceminder? |
|---|---|
| 3, 4, or 5 | Yes |
| No score yet | Yes |
| 1 or 2 | No |
If a new lead doesn’t appear in serviceminder, check its score in Thryv and confirm the integration is still connected under Settings → Integrations. If you expected a new contact, search for the lead’s email address or phone number first. The lead may have updated an existing contact.
Find synced leads in serviceminder
Open Contacts in serviceminder and search for the lead. The integration checks for an existing contact by email address first, then by phone number. It updates a matching contact or creates a new one if it doesn’t find a match.
How contact matching works
If an existing contact has both an email address and a phone number, and the incoming lead matches one but supplies a different value for the other, serviceminder creates a new contact.
For example, if the lead uses the same email address but a different phone number, serviceminder creates a new contact. If the existing contact has only a phone number and the lead supplies that same number plus an email address, the integration updates the existing contact.
What information syncs
| Information from Thryv | Where it appears in serviceminder |
|---|---|
| First and last name, email address, and phone number, when available | Contact record |
| Thryv Score and Thryv Sentiment, when available | Contact tags, such as Thryv Score: 4 or Thryv Sentiment: Positive |
| Call conversation summary and key notes, when available | Contact notes |
| Form submission details, when applicable | Contact notes |
The integration adds new notes without replacing existing ones. Your team can review the contact and continue its usual workflow in serviceminder, such as following up, creating estimates, and scheduling jobs.
Track billed revenue from synced leads
After a Thryv lead syncs to serviceminder, Thryv checks once a day for invoices tied to that contact. Qualifying invoice totals are attributed to the original lead in Thryv’s ROI reporting.
- Reporting uses billed amounts. Thryv counts the full billed total of each qualifying invoice, including invoices that haven’t been paid yet. The reported total may differ from the amount you’ve collected.
- Draft and voided invoices are excluded. Estimates and proposals don’t count toward reported revenue.
- Tracking applies going forward. Leads synced before revenue reporting was available don’t get historical revenue added retroactively.
Thryv reads invoice totals for reporting. It creates or updates serviceminder contacts, tags, and notes for lead sync, but it doesn’t create, edit, or delete invoices, jobs, or appointments.
Manage or disconnect the integration
Go to Settings → Integrations in Thryv to check whether serviceminder is connected. To disconnect, select serviceminder and uninstall the integration.
Disconnecting stops new lead syncs and future invoice checks. It also removes the API key Thryv stored for the connection. Existing contacts, tags, and notes remain in serviceminder, and revenue already reported remains in Thryv.
Frequently asked questions
How does Thryv score phone leads?
Thryv uses AI to look for signs of intent in calls received on your tracked phone numbers. For example, a caller may ask for a quote, discuss a specific service, or book an appointment. The score helps your team decide which leads to follow up with first.
| Score | What it can indicate |
|---|---|
| 5 | The caller booked an appointment or made a purchase. |
| 4 | The caller had a productive conversation about services, such as requesting a quote or exchanging contact information. |
| 3 | The caller showed limited interest or was an existing customer asking about previous work or rescheduling. |
| 2 | The inquiry was a poor fit, such as a request outside your service area. |
| 1 | The call was spam, a sales call, a wrong number, or had no clear customer intent. |
Does the integration send serviceminder data back to Thryv?
The integration sends lead details from Thryv to serviceminder and brings qualifying invoice totals back into Thryv for revenue reporting. It doesn’t sync jobs or appointments back into Thryv.
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