WorkflowPatchLead review ledger proof.
A synthetic proof for lead-form, CRM, WhatsApp, and Google Reviews automation. It turns redacted lead events into a CRM lead ledger, internal review queue, blocked action queue, and hard errors before any live WhatsApp send, Google Reviews request, CRM/database write, customer message, credential use, or production account action.
CRM Lead Ledger CSV
Internal Review Queue CSV
Blocked Action Queue CSV
Error Log CSV
Sample Lead Events CSV
Lead Policy CSV
Runbook
Source Script
Lead Events
Synthetic form rows carry consent, CRM-match, stage, duplicate, and source-boundary fields.
CRM Ledger
Accepted rows become draft-only CRM actions with no live write.
Review Queue
Follow-ups and review requests stay internal until explicitly approved.
Visible Blocks
Missing consent, duplicates, live-source scope, unmatched CRM rows, and malformed events stop visibly.
| Input | State | Decision | Output | Boundary |
|---|---|---|---|---|
| New inquiry with WhatsApp opt-in | matched | lead_intake_review | CRM ledger plus internal review row | No WhatsApp send. |
| Post-service row eligible for review request | matched | review_request_review | Review request held for approval | No Google Reviews request. |
| WhatsApp row without consent | blocked | missing_whatsapp_consent | Blocked action queue | No customer message. |
| Live WhatsApp thread evidence | blocked | live_customer_channel_source | Blocked action queue | Use synthetic or redacted rows first. |