WorkflowPatchSynthetic proof · lead routing and CRM review
Lead routing review proof.
A first paid slice for RevOps and HubSpot teams: redacted lead, activity, routing, or reporting rows become owner-review output with visible blocked and error states. Duplicate, unpermitted, scraped, malformed, or ambiguous records stop before CRM writes, outreach, enrichment, or connected-account actions.
Lead Review Ledger CSV
Approval Queue CSV
Blocked Leads CSV
Error Log CSV
Lead Sources CSV
Rules CSV
Runbook
Source Script
6redacted or synthetic source leads
5review-ledger decisions
2owner-approval rows
4blocked or hard-error rows
Source Rows
Redacted or synthetic lead and activity rows from forms, referrals, community replies, partner sheets, and a blocked scraped-list row.
Owner Review
Qualified rows land in an approval queue for human review before any CRM update or outreach.
Action Blocks
Duplicate, unpermitted, scraped, ambiguous, and malformed rows are held before they can trigger action.
Production boundary: no live HubSpot, Salesforce, Pipedrive, Clay, Apollo, Sales Navigator, enrichment, outbound, email, phone, spreadsheet, customer, prospect, or production writes. No scraping, deliverability, privacy, legal, compliance, or outbound-strategy advice.
| Lead | Status | Evidence | Reviewer Action |
|---|---|---|---|
| Northstar Dental Group | review ready | Form source, explicit permission, CRM/reporting need, no matching CRM contact. | Prepare CRM update and reporting handoff only after owner review. |
| BrightPath Tutors | review ready | Community reply, explicit permission, qualification/source tracking need. | Map lead criteria and destination fields before any CRM write. |
| Axis Pump Repair | blocked duplicate | Referral email already exists as CRM-7712. | Route to the existing owner before any update. |
| Harbor Supply Co | error | Missing email address. | Block until company, email, and source are present. |