Who this is for
A sales or marketing manager who pays for web leads and needs each one to reach a person, once, with the right details.
A routing rule has been fixed before and drifted again after the team changed, or a form change started creating duplicates without anyone noticing.
The result
The new web leads in the form paths you name keep arriving with an owner and without new duplicates, and the agreed mapped fields keep syncing without errors. Each week's check is written down, each problem is investigated and ends in a repair or an explanation, and each month you see what was found.
What is included
- One HubSpot account and up to three named form paths
- A weekly check of new leads without an owner, new duplicate contacts and companies from those paths, and, if the integration is in use, sync errors on up to two agreed fields
- Investigation of each problem on a copy or with synthetic records, and a repair handed over with change notes for up to two repairs a month
- A written monthly summary of what was checked and what was found
You receive
- A written note for each problem found, with its cause and the change made or recommended
- Change notes for each repair, with how to reverse it
- A written monthly summary of weekly checks and their results
What is not included
- Reassigning, merging or deleting existing records: you do that, or we agree it as a separate job
- Designing territories or changing seats, subscription tiers or billing
- Any promise about how quickly a lead is contacted, or round-the-clock cover
- More than three form paths or two synced fields, unless the written agreement says so
- Sales follow-up, lead scoring, advertising or consent advice
What we need from you first
- The form paths to cover, and how leads are meant to be routed
- What has gone wrong before: unowned leads, duplicates, or a field reverting
- Who approves changes to live workflows
Never send passwords, keys, customer records or confidential code in the first enquiry. Secure handover is agreed after scoping.
How we check it is done
- For each repair, the problem is reproduced with synthetic records and the corrected workflow or mapping passes an agreed test.
- Each month's summary lists each weekly check and its result for the named form paths and agreed fields.
- No real record was reassigned, merged or deleted by us.
You read each monthly summary and approve each repair before it is switched on. A repair counts as delivered when you accept it.
When we would stop or decline
- The routing rules are undecided or keep changing inside your team
- Checking would need access to contact records beyond the saved views we need
- Most problems come from causes you cannot or will not change, such as seats or a Salesforce rule
Questions
How is this different from fixing routing once?
A one-off fix corrects the assignment rule on the day. This service checks each week that new leads still have an owner and no new duplicates, and repairs what drifted, month after month.
Is this real-time monitoring?
No. It is a weekly check with repairs on a copy. No response-time promise is made, so keep your own alert for anything urgent.
Will you reassign or merge my existing records?
No. We do not change real records. Any bulk reassignment or merge is a separate agreed job that you approve.
Price and terms
£195/month · untested offer price. Billing is monthly under the written terms we agree with you. Nothing is charged until you have agreed them.
This is a new service with no published client results. The price is a starting point we have not yet tested with buyers. Nothing is ordered or charged by the enquiry. The full specification is on the Synthetic Industry catalogue.