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Lead routing checks for Salesforce and HubSpot

Your pipelineleaks whereyour reportssay fine.

A nightly, read-only check of your lead routing. It finds the leads your rules lose, prices them and shows the proof.

For teams on Salesforce or HubSpot with SDRs, and rules or a routing tool.

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The scan reads your rule setup once, in your browser. The report checks your real leads every night. Three places, free for 90 days. What is in the report?

Works with: Salesforce HubSpot LeanData Traction Complete

Web form Event list Partner portal Enrich Score EMEA reps UK reps Fallback queue Routing
CriticalFixedRule cannot match
HighFixedQueue with no members
HighFixedCampaign never attached

3 problems. Leads die at the fallback queue.

France'Stray quoteEveryone elseAfter a catch-allOwner who left0 membersQueue with no members

Not another router.

Your routerReports on the leads it handled.We check the ones it never saw.
Rule scannersRead the rules and flows.We read your leads too, so every defect has a price.
DashboardsShow what happened.We say why, and what to change.

Every problem comes with proof, a cost and the fix. We never hold a permission that can change your CRM.

Compared side by side: HubSpot audit apps, Salesforce metadata tools and a one-off audit.

For the person who owns the number.

The numberWhat lost and late leads cost you, in pounds.Worked from your own leads and your own value per lead.
The ownerEvery problem names its fix and its size.The admin knows what to do. You know what it takes.
The rhythmA Monday email: fixed, new, open.The three to fix first, and proof that fixes stayed fixed.
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What slow and missed leads cost you.

Adjust the assumptions

Pipeline at risk every month

£0

About £0 of revenue a year at your win rate.

  • Leads nobody contacted£0
  • Leads contacted after the first hour£0

Example values. Change them to your own.

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Every defect, graded in seconds.

Runs in your browser. Nothing is uploaded.

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Then it watches every night.

Overview: critical findings tonight, the biggest leak valued in pounds, and each routing rule drawn as a line of stations Findings: every open finding, worst first, with the leads affected and their value Reps: speed to lead for each rep against the segment's target Trends: open findings over 30 nights and how long fixes take

Last night, worst first.

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What it checks.

  1. Routed

    LeanDataTraction Complete

  2. Owned

  3. Worked

  4. Converted

  5. Pipeline

Start here.

What a lead routing audit coversAnd how to run one yourself. Lead routing monitoringWhy a one-off audit goes out of date. Salesforce lead routing, step by stepWhere it breaks, and the checks. Assignment rule not workingSeven causes to check. Leads stuck in a queueFind them, and why they wait. Round robin and people who leftLeanData, Traction Complete, Salesforce. HubSpot contacts with no ownerWhere they slip through. HubSpot round robin unevenOne rep gets nothing.

All the guides

Before you ask.

Is it live?

The free scan is live. Three design partners get the nightly health report on their own CRM. It is free for 90 days. Get a free report to apply.

Are you the website visitor tracking company?

No. Routing Forensics reads your Salesforce or HubSpot. It checks that every lead reaches someone who can work it. We do not identify website visitors, and we add no tracking code to your site.

What happens after the 90 days?

The account goes back to the free plan: a health report every month. There is no paid plan yet. If one starts, you see the price first, and you can stay on the free plan.

Our routing tool already reports. Why this?

A routing tool reports on the leads it handled. This check also finds the ones it never saw.

Three places for a free routing health report.

  1. Connect your CRM
  2. We check your routing every night
  3. You get what leaks, where, what it costs

Exactly what it can read · For your security reviewer

What you get

  • The nightly report on your own CRM for 90 days.
  • Then the free monthly plan, unless you choose a paid one.
  • A direct line to the founder, and a say in what it checks next.

What we ask

  • Your admin's time to connect a read-only user.
  • A named owner on your side who acts on the findings.
  • A short regular call: what it found and what it missed.
  • A case study is optional, and only with your written consent.

Who it suits

Salesforce or HubSpot, an SDR team, and rules or a routing tool.

Something else? hello@routingforensics.com · Privacy notice

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