Welcome to MakeIntake Business OS

This guide walks new MAKEINTAKE buyers through connecting your CRM and Lovable dashboard credentials so you can start using the operating portal right away.

1. Open the operating portal

Visit the dashboard here: https://intake-hero-ai.lovable.app

Bookmark it. This is where you run intake, CRM connections, and day-to-day operations.

2. Activate your login

Check the email you used at checkout for account activation details.

If you cannot sign in, or you need a login reset, reply in support chat and we will reset access for you.

3. Complete the setup checklist: CRM and Lovable credentials

Work through these steps in order.

A. Sign in to the Lovable dashboard

1. Open https://intake-hero-ai.lovable.app

2. Sign in with the credentials from your activation email

3. Confirm you land on the MakeIntake home screen

B. Connect your CRM

1. Open Settings or Integrations in the dashboard

2. Choose your CRM (for example HubSpot, Salesforce, or the CRM you use)

3. Authorize MakeIntake when prompted

4. Confirm contacts, pipelines, or intake records start syncing

C. Confirm dashboard credentials stay in sync

1. Keep your Lovable login email the same as your Whop purchase email when possible

2. If you rotate a password or API key, update it in the dashboard immediately

3. Test one intake submission and verify it appears in both the dashboard and your CRM

D. Finish remaining first-run items

• Add your business name and default intake form

• Set who on your team should receive new-lead notifications

• Run one test lead end to end before you go live

4. Get help

Post questions in this forum so other members can benefit from the answer.

For immediate help, open a support chat and we will get you unblocked.

You are set when you can sign in, your CRM is connected, and a test intake shows up in both the dashboard and the CRM.

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