Setup information

Give the workflow its starting context.

Share the lead source, current destination, response ownership, and handoff outcome for a lead-follow-up implementation. You can review these setup questions before checkout. If a tool or decision is not settled yet, say so. Do not submit passwords, API keys, or other secrets.

Review implementation checkout

Implementation setup information

Tell Hearthwire about the one offer and lead path this implementation should support. Share context, not passwords, API keys, or other secrets.

Step 1 of 3

Business and lead path

For example, a form, inbox, booking request, referral, or another source. Describe it without sharing credentials.

Name the inbox, CRM, spreadsheet, or other destination. Do not submit login details or API keys.