What is new in Routing Forensics.

What changed in the product, newest first. Dates are when it went live.

18 October 2026

Scan checks

• An entry checker on the scan page. Write a rule condition and see the faults it would carry before you save it.
• Four more Salesforce checks. Entries that share a value. A final entry that assigns to one person. Entries with no email template. A field missing from the export.
• One more HubSpot check. One owner set by name in several workflows.
• No export access? Paste your assignment rule entries into the scan page. The same entry checks run in your browser.
• Each finding card has a Copy fix steps button. It copies the problem, where it is, the evidence and the fix.
• The scan page has a HubSpot sample result too, on a made-up set of workflows with planted defects.
• Each critical finding in the scan result now says what it does if left alone.
• Three more scan checks: conditions joined by AND that can never all be true, a flow that sets the owner on every edit, and a decision with no default path.
• Three more Salesforce checks: an active rule with no entries, a queue that is not enabled for Leads, and a queue missing from the export.
• Two more HubSpot checks: a workflow that sets the owner in more than one step, and an owner step with no owner chosen.
• Scan findings now list the quickest fix first within each grade, in the result and in the download.
• The scan result can be printed or saved as a PDF, to pass to a colleague.
• The scan page has a sample result, run on a made-up test configuration with planted defects. It is not a customer.

Pages

• The integrations page now explains how HubSpot connects: what it reads, the three read-only scopes, how to connect and what you get.
• Two comparison pages. HubSpot audit apps, and Salesforce metadata tools. Each figure names its source and the date it was read.
• A security reviewer box on the security page, with the Salesforce permission set and a one-page set of answers.
• Every guide and template page has a short form at the end. Leave a name and work email to register for the free report, without leaving the page.
• Two free templates, with no sign-up. A workbook to plan a Salesforce assignment rule, with flags for common faults. A document for your lead routing rules of engagement.
• The routing audit comparison page now shows published price ranges and the questions to ask before you sign.
• A page that lists what the health report contains, section by section, with no sample data.

Guides

• A guide to lead response time statistics. It lists the studies we could read, who ran them, the sample and the date.
• A guide on Account Engagement prospects that are not assigned in Salesforce.
• The lead to account matching guide now covers the Flow build and filling the account domain.
• Three HubSpot guides built on HubSpot's own help pages: the Salesforce connector and the lead owner, the Leads object, and contact and company owners.
• The HubSpot round robin guide now covers plan and seat limits, Away users and overwrite settings. The separate seats guide moved into it.
• A guide comparing LeanData, Traction Complete, Distribution Engine and native rules. Every claim names its source.
• Four more HubSpot guides. Rotate record to owner, explained. Round robin not working. Routing by company size. Owner after a form submission.
• Five new guides. HubSpot routing by country. Lead Gen Form leads. Partner leads. Several brands in one org. Routing by lead source.

12 October 2026

• Cases: open cases owned by someone who has left, and cases sitting unworked in a queue. Proven on a real Salesforce org before release. The read-only Salesforce permission set now needs Read on Case; existing accounts reinstall it once.
• Your own checks: a count query of your own, run every night with the rest. Graded as you choose, with the query shown in the proof. Monitor Plus and Monitor Pro.
• Settings now shows what we read and what we keep. The audit log can be filtered.

10 October 2026

• If the connection to your CRM stops working, every plan now sees a red notice in the app. An email goes out too. Both give the reason and a button to reconnect.
• A reconnect clears that notice at once.
• Free accounts see when the last check ran and when the next report is due.

7 October 2026

• The Monday digest and the first health report arrive as designed emails. A plain text version comes alongside.
• If the nightly check misses two nights in a row, paid plans are told.

30 September 2026

• Checks that follow the lead into the pipeline. The handoff from SDR to account executive. Deals owned by someone other than the account's owner.

28 September 2026

• Checks for Omni-Channel and Traction Complete routing, each proven on real Salesforce before release.

How checks are proven on a real Salesforce org before release: how every check is proven.