Lead routing monitoring: know when leads stop reaching people.

Lead routing monitoring means checking, every night, that leads still reach the right people. A routing tool tells you what it did to the leads it handled. Monitoring looks from outside, at your real leads, and tells you about the ones that went nowhere.

Why a one-off audit is not enough

Routing is correct until something changes. Someone leaves, a new form goes live, a picklist value is renamed, a flow is edited. None of these shows an error. They show up weeks later as leads nobody worked. See how often to audit lead routing.

What is monitored

• Whether leads are routed, owned and worked: queues nobody works, owners who have left, leads untouched.
• The rules, flows and routing tools themselves: entries that cannot match, flows that overwrite the owner.
• First response time against your target, per rep.
• The handoff to the account executive, and deals that stall before it.
• Whether the check itself is still running. If it stops, you are told.

What you receive

• A health report: what is leaking, where, and what it is worth.
• A Monday email: fixed, new and open, with the three to fix first.
• Alerts to email, Slack or Teams when something new breaks.
• Proof with every finding, and a fix counted only once the next night shows it gone.

Read-only, by design

It connects as a user that can read and nothing else, and proves that before every run. See what it can touch.

Who it is for

Teams on Salesforce or HubSpot with an SDR or BDR team, routing by rules, flows or a tool such as LeanData or Traction Complete, and a suspicion that the numbers do not add up.

How to start

Try the free scan on your configuration, or apply for one of three design partner places: a free health report on your own CRM, free for 90 days.