WorkflowPatchSales AI handoff proof.
A first paid slice for sales ops and revenue teams adding AI to lead response. Synthetic HubSpot and RingCentral-style events become an owner-review ledger, draft-only CRM update preview, blocked-action queue, and error log before any live CRM write, outbound email, call, SMS, or prospect-facing AI reply.
Sales Handoff Ledger CSV
Lead Response Review CSV
CRM Preview CSV
Blocked Action CSV
Error Log CSV
Source Events CSV
Routing Policy CSV
Runbook
Source Script
Input
Six synthetic sales events across HubSpot forms, lifecycle changes, RingCentral summaries, and webhooks. No credentials, call recordings, or customer data.
Output
Six ledger rows, three owner-review rows, three CRM preview rows, three blocked actions, and two hard errors with evidence.
Failure Path
Duplicate domains, unknown phone consent, sensitive transcript fragments, and missing CRM keys are held before they reach live systems.
| Ledger | Status | Destination | Evidence | Next Action |
|---|---|---|---|---|
| SAH-L-1001 | ready for owner review | Lead response review queue | HubSpot form has email, company, role, and source page | Sales owner reviews draft before reply or CRM write. |
| SAH-L-1002 | review required | Lead response review queue | RingCentral summary exists but phone consent is unknown | Confirm channel and choose email-first response. |
| SAH-L-1004 | duplicate blocked | Blocked action queue | Same normalized company domain and open review row | Merge evidence into the existing owner review. |
| SAH-L-1006 | error | Error log | Webhook event missing email and company fields | Fix source contract before retry. |