> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usehatchapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HomeBuddy

> HomeBuddy is a lead source that connects homeowners with home improvement contractors for projects like roofing, siding, and windows. Below is a description of the process on how to properly get them connected with Hatch.

#### How it Works

HomeBuddy delivers leads into Hatch via webhook. Once setup is complete, HomeBuddy sends new leads to Hatch,
and Hatch creates a Contact and Opportunity record, which can be launched into
a Speed to Lead campaign.

#### **Setup Instructions**

When you connect HomeBuddy from the App Marketplace, Hatch walks you through a guided **Setup Tracker** that automates the
third-party coordination for you. Clicking *Connect* on the HomeBuddy card will configure your workspace and contact
HomeBuddy on your behalf.

The Setup Tracker has four steps:

1. **Configure Hatch** — Hatch automatically creates the workspace items you need (audience, campaign, workflow)
   wired to the HomeBuddy lead source. Review what was created and click *Next Step*.

2. **Request Setup** — Hatch automatically sends a setup request email to HomeBuddy asking them to begin delivering your leads. You can review the exact *To*, *CC*, and message body that Hatch sent. Click
   *Next Step* to continue.

3. **Receive Leads** — Hatch waits for the first lead to arrive. This step shows you a live status:
   * When HomeBuddy opens the setup request email, the read receipt is recorded (a tooltip notes that read status may be
     inaccurate if HomeBuddy blocks read receipts).
   * **After 24 hours**, a *Send Follow-Up Email* button becomes available if you haven't received leads yet.
   * This step will not complete until leads with a source value of **`integration:homebuddy`** have been received.

4. **Confirm Leads** — Once leads start arriving, the tracker shows the incoming opportunities. Click *Complete Setup* to
   finish.

After completing the tracker, set up your audience and campaign workflow (if needed beyond what Hatch auto-created) to launch
your HomeBuddy leads into a Speed to Lead campaign.

<AccordionGroup>
  <Accordion title="Do I need to email HomeBuddy myself?">
    No. The Setup Tracker sends the request email to HomeBuddy automatically when you start the connection. You'll be able to
    review exactly what was sent inside the tracker's *Request Setup* step.
  </Accordion>

  <Accordion title="HomeBuddy hasn't responded yet — what should I do?">
    The *Receive Leads* step shows you whether HomeBuddy has opened our setup email. If 24 hours have passed and leads still
    haven't started flowing, the tracker enables a *Send Follow-Up Email* button so you can nudge them directly. Read receipts may not always be reliable if their mail system blocks them, so the follow-up is the most reliable signal.
  </Accordion>
</AccordionGroup>