Navceed
Sample company. This report was made from made-up data with deliberately seeded breaks. No real person or company is in it.

The scan found 117 missed leads and hand-offs, 22 data mismatches, 8 expansion signals and 6 accounts at churn risk.

Largest finding: New leads nobody followed up within the response SLA, 29 records.

Navceed Break scan

153 leads, hand-offs and signals fell through the cracks

2,818 rows from 10 files; 8 of 8 checks ran.

Missed leads and hand-offs
117 records
est. $34,425
leads and hand-offs that were not picked up, routed or followed up
Data mismatches
22 records
est. $1,275
records where two systems disagree
Expansion signals
8 records
est. $14,400
accounts whose usage grew with no open opportunity
Churn risk
6 records
est. $152,400
accounts whose usage fell ahead of a renewal with no recent contact
Download all findings (CSV)

Data as of 2026-10-01 12:00 UTC. Dollar figures are estimates, not measurements: the formula and assumptions are shown with each finding. Within a category a record is counted once even if several checks flag it, at its highest single estimate. Categories are never added together: they measure different things. This scan only read exports; nothing was changed anywhere.

What broke, ranked by estimated cost

1. Customers losing usage before renewal with no one reaching out

est. $152,400
6 affectedChurn risk
Likely cause
Customer success has no view of falling usage next to the renewal date, so at-risk accounts reach renewal untouched and the first conversation is the cancellation.
Suggested fix
Alert the account owner when usage drops 40%+ and the renewal is within 90 days, and start a save plan now for the accounts below (executive check-in, usage review, training).
Download affected records (CSV)
Examples
  • 0018d0000000029AAA Delta Health Inc: usage -69%, renews 2026-11-16, no activity in 30d, ARR $172,500
  • 0018d0000000035AAA Jade Health Inc: usage -58%, renews 2026-12-19, no activity in 30d, ARR $101,500
  • 0018d0000000037AAA Lumen Health Inc: usage -69%, renews 2026-11-02, no activity in 30d, ARR $95,000
  • 0018d0000000038AAA Maple Health Inc: usage -48%, renews 2026-11-27, no activity in 30d, ARR $55,500
  • 0018d0000000026AAA Blue Health Inc: usage -69%, renews 2026-11-26, no activity in 30d, ARR $44,000
  • 0018d0000000012AAA Lumen Logistics Inc: usage -70%, renews 2026-12-17, no activity in 30d, ARR $39,500
How this estimate is calculated
  • Cost per account = account ARR (or $24,000 default renewal value when ARR is missing) x churn-risk rate 30% (our assumption)
  • Estimated cost = sum over 6 accounts = $152,400 (estimate)
  • Rule: latest month vs previous month down 40%+, renewal within 90 days, no activity logged in 30 days

2. Customers ramping up usage with no open opportunity

est. $14,400
8 affectedExpansion signals
Likely cause
Nothing connects product usage to the sales team: no alert or task fires when an account's usage jumps, so expansion interest goes unnoticed until the customer asks or buys elsewhere.
Suggested fix
Route 'usage up 50%+ and no open opportunity' to the account owner as a task with the usage numbers, and review these accounts for seat or plan expansion this week.
Download affected records (CSV)
Examples
  • 0018d0000000018AAA Rapid Logistics Inc: usage +77% (3309 -> 5850), no open opportunity
  • 0018d0000000023AAA West Logistics Inc: usage +91% (5150 -> 9826), no open opportunity
  • 0018d0000000025AAA Atlas Logistics Inc: usage +109% (1536 -> 3206), no open opportunity
  • 0018d0000000049AAA Zen Health Inc: usage +129% (4646 -> 10640), no open opportunity
  • 0018d0000000056AAA First Labs Inc: usage +65% (3593 -> 5912), no open opportunity
  • 0018d0000000060AAA Jade Labs Inc: usage +71% (5900 -> 10088), no open opportunity
  • 0018d0000000063AAA Maple Labs Inc: usage +126% (4410 -> 9985), no open opportunity
  • 0018d0000000070AAA True Labs Inc: usage +137% (3111 -> 7361), no open opportunity
How this estimate is calculated
  • Average expansion value $12,000 x expansion conversion rate 15% = $1,800 per account (our assumptions)
  • Estimated cost = 8 accounts x $1,800 = $14,400 (estimate)
  • Rule: latest month vs previous month up 50%+, previous month at least 10 to ignore tiny baselines, no open opportunity on the account

3. New leads nobody followed up within the response SLA

est. $8,700
29 affectedMissed leads and hand-offs
Likely cause
The owner never saw the lead: no notification or task was created on assignment, the owner is overloaded or on leave, or sales work happens outside the CRM so no activity is logged.
Suggested fix
Create a task and alert on assignment, escalate to the manager when nothing is logged within the SLA, and reassign the leads below now. If reps work outside the CRM, sync those touches in.
Download affected records (CSV)
Examples (showing 10 of 29; download the CSV for all of them)
  • 0038d0000000176AAA gia.jansen@quartzlogisticsinc.com (contact, owner Morgan Alvarez): no activity in 7d
  • 0038d0000000177AAA chloe.xu@echohealthinc.com (contact, owner Devon Hart): no activity in 16d
  • 0038d0000000178AAA ben.tanaka@maplelogisticsinc.com (contact, owner Jordan Patel): no activity in 8d
  • 0038d0000000179AAA wes.reyes@deltalabsinc.com (contact, owner Jamie Rossi): no activity in 14d
  • 00Q8d0000000065AAA nora.petrov@bluecapitalinc.com (lead, owner Sam Okafor): no activity in 3d
  • 00Q8d0000000081AAA fatima.grant@primeworksinc.com (lead, owner Taylor Nguyen): no activity in 8d
  • 00Q8d0000000091AAA vera.hayes@clearsecurityinc.com (lead, owner Jordan Patel): first activity 75h after creation
  • 00Q8d0000000099AAA jon.xu@atlascapitalinc.com (lead, owner Taylor Nguyen): no activity in 19d
  • 00Q8d0000000107AAA finn.zhou@deltacapitalco.com (lead, owner Taylor Nguyen): no activity in 17d
  • 00Q8d0000000111AAA yusuf.novak@northpartnersinc.com (lead, owner Casey Lindqvist): no activity in 26d
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 40% (our assumption)
  • Estimated cost = 29 records x $750 x 40% = $8,700 (estimate)

4. Form submissions that never reached the CRM

est. $8,400
14 affectedMissed leads and hand-offs
Likely cause
The form-to-CRM sync dropped these people: a failed or paused integration, a validation rule or duplicate rule rejecting the insert, a required field the form does not collect, or a lead-routing rule that discards it. Marketing sees a conversion; sales never sees a lead.
Suggested fix
Open the integration's sync error log for these emails, fix the rejecting rule or missing field, re-sync these submissions, and alert on 'form submitted, no CRM record after 1 hour'.
Download affected records (CSV)
Examples (showing 10 of 14; download the CSV for all of them)
  • FS-00053 umar.jansen@lumenmaterialsinc.com via 'Demo Request' on 2026-09-22: CRM record only 72h later
  • FS-00054 bruno.grant@blueroboticsco.com via 'Ebook Download' on 2026-09-15: no CRM record
  • FS-00060 tom.tanaka@echoworksinc.com via 'Webinar Registration' on 2026-08-25: CRM record only 78h later
  • FS-00071 finn.jansen@solidlearninginc.com via 'Pricing Inquiry' on 2026-09-07: no CRM record
  • FS-00148 greg.tanaka@northcapitalco.com via 'Pricing Inquiry' on 2026-08-27: CRM record only 74h later
  • FS-00169 ben.jansen@clearlogisticsco.com via 'Pricing Inquiry' on 2026-08-29: no CRM record
  • FS-00177 lena.gupta@jadepartnersinc.com via 'Contact Sales' on 2026-09-03: no CRM record
  • FS-00187 nora.petrov@solidroboticsinc.com via 'Pricing Inquiry' on 2026-08-29: CRM record only 77h later
  • FS-00229 ana.gupta@westfoodsinc.com via 'Contact Sales' on 2026-09-19: no CRM record
  • FS-00286 chloe.castillo@deltanetworksinc.com via 'Webinar Registration' on 2026-09-12: no CRM record
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 80% (our assumption)
  • Estimated cost = 14 records x $750 x 80% = $8,400 (estimate)

5. Leads sitting in a queue or fallback owner

est. $6,375
17 affectedMissed leads and hand-offs
Likely cause
Routing assigned these to a default/queue/integration owner and nothing moved them on: an unmatched territory or round-robin rule, or an integration user used as the catch-all.
Suggested fix
Fix the rule that falls through to the default owner, reassign these now, and alert when any lead sits on a queue longer than a few hours.
Download affected records (CSV)
Examples (showing 10 of 17; download the CSV for all of them)
  • 00Q8d0000000082AAA hugo.petrov@lumenpartnersinc.com: owned by 'HubSpot Integration User', 37d old
  • 00Q8d0000000090AAA ana.evans@clearcapitalco.com: owned by 'HubSpot Integration User', 40d old
  • 00Q8d0000000094AAA quentin.yamada@bluelogisticsco.com: owned by 'Lead Routing Queue', 9d old
  • 00Q8d0000000122AAA wes.ito@firstlabsco.com: owned by 'Lead Routing Queue', 23d old
  • 00Q8d0000000133AAA hugo.kowalski@bluesystemsco.com: owned by 'HubSpot Integration User', 38d old
  • 00Q8d0000000137AAA emi.novak@primeenergyinc.com: owned by 'Lead Routing Queue', 20d old
  • 00Q8d0000000139AAA tara.kowalski@jadecloudinc.com: owned by 'Lead Routing Queue', 13d old
  • 00Q8d0000000143AAA bruno.frost@clearlogisticsco.com: owned by 'HubSpot Integration User', 39d old
  • 00Q8d0000000168AAA sven.tanaka@maplemediainc.com: owned by 'Lead Routing Queue', 25d old
  • 00Q8d0000000196AAA tom.fontaine@quartznetworksinc.com: owned by 'Lead Routing Queue', 3d old
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 50% (our assumption)
  • Estimated cost = 17 records x $750 x 50% = $6,375 (estimate)

6. Leads owned by deactivated users

est. $3,600
8 affectedMissed leads and hand-offs
Likely cause
The rep left or was deactivated and their open leads were never reassigned.
Suggested fix
Reassign these leads, and add reassignment of open leads to the offboarding checklist or an automation on user deactivation.
Download affected records (CSV)
Examples
  • 00Q8d0000000051AAA ines.weber@hypermediainc.com: owner 'Marcus Doyle' is deactivated, 31d old
  • 00Q8d0000000128AAA lena.eriksen@blueworksinc.com: owner 'Marcus Doyle' is deactivated, 30d old
  • 00Q8d0000000155AAA rosa.weber@ultradynamicsinc.com: owner 'Marcus Doyle' is deactivated, 18d old
  • 00Q8d0000000188AAA rosa.fontaine@atlascapitalco.com: owner 'Marcus Doyle' is deactivated, 3d old
  • 00Q8d0000000223AAA lena.moreau@ionlogisticsco.com: owner 'Marcus Doyle' is deactivated, 35d old
  • 00Q8d0000000249AAA quentin.brandt@greencapitalinc.com: owner 'Marcus Doyle' is deactivated, 5d old
  • 00Q8d0000000251AAA gia.gupta@kineticcapitalco.com: owner 'Marcus Doyle' is deactivated, 31d old
  • 00Q8d0000000279AAA carla.grant@kineticroboticsinc.com: owner 'Marcus Doyle' is deactivated, 9d old
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 60% (our assumption)
  • Estimated cost = 8 records x $750 x 60% = $3,600 (estimate)

7. Leads with no owner after 24h

est. $3,150
7 affectedMissed leads and hand-offs
Likely cause
Assignment rules did not fire (no matching rule, rule inactive, or the record was created by an integration that bypasses assignment).
Suggested fix
Add a catch-all assignment rule, reassign these leads, and alert on unowned leads older than 1 hour.
Download affected records (CSV)
Examples
  • 00Q8d0000000181AAA priya.larsen@atlasroboticsco.com: no owner, created 24d ago
  • 00Q8d0000000192AAA hugo.jansen@brightenergyinc.com: no owner, created 28d ago
  • 00Q8d0000000212AAA fatima.quinn@ultrasystemsco.com: no owner, created 12d ago
  • 00Q8d0000000255AAA bruno.grant@quartzroboticsinc.com: no owner, created 23d ago
  • 00Q8d0000000258AAA wes.novak@firstcapitalco.com: no owner, created 26d ago
  • 00Q8d0000000291AAA umar.ortega@echoanalyticsco.com: no owner, created 34d ago
  • 00Q8d0000000337AAA rosa.haas@brightworksinc.com: no owner, created 28d ago
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 60% (our assumption)
  • Estimated cost = 7 records x $750 x 60% = $3,150 (estimate)

8. Same person owned by different reps

est. $1,575
14 affectedMissed leads and hand-offs
Likely cause
Duplicate records for one person were created by different sources (form, import, rep) and routed independently, so two reps may contact the same buyer, or each assumes the other has it.
Suggested fix
Merge the duplicates (or convert the lead onto the existing contact), keep the owner of the account relationship, and turn on duplicate rules at creation.
Download affected records (CSV)
Examples (showing 10 of 14; download the CSV for all of them)
  • dmitri.tanaka@clearcloudinc.com lead 00Q8d0000000435AAA -> Jamie Rossi; lead 00Q8d0000000436AAA -> Morgan Alvarez
  • emi.castillo@jademobilityinc.com lead 00Q8d0000000441AAA -> Casey Lindqvist; lead 00Q8d0000000442AAA -> Devon Hart
  • fatima.cohen@solidlabsinc.com contact 0038d0000000138AAA -> Jordan Patel; lead 00Q8d0000000429AAA -> Taylor Nguyen
  • ines.gupta@blueworksinc.com lead 00Q8d0000000439AAA -> Sam Okafor; lead 00Q8d0000000440AAA -> Jordan Patel
  • ivan.moreau@truehealthinc.com contact 0038d0000000089AAA -> Sam Okafor; lead 00Q8d0000000425AAA -> Casey Lindqvist
  • julia.yamada@hyperhealthinc.com contact 0038d0000000065AAA -> Quinn Abara; lead 00Q8d0000000428AAA -> Riley Brooks
  • nora.weber@bluesoftwareinc.com lead 00Q8d0000000433AAA -> Devon Hart; lead 00Q8d0000000434AAA -> Sam Okafor
  • paula.adler@kinetichealthinc.com contact 0038d0000000072AAA -> Riley Brooks; lead 00Q8d0000000432AAA -> Taylor Nguyen
  • priya.frost@firstroboticsco.com lead 00Q8d0000000437AAA -> Riley Brooks; lead 00Q8d0000000438AAA -> Jamie Rossi
  • sven.abbott@greenhealthinc.com contact 0038d0000000064AAA -> Quinn Abara; lead 00Q8d0000000430AAA -> Morgan Alvarez
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 15% (our assumption)
  • Estimated cost = 14 records x $750 x 15% = $1,575 (estimate)

9. Sequence still pointed at a converted lead

est. $1,050
7 affectedMissed leads and hand-offs
Likely cause
The lead was converted to a contact but the enrollment stayed on the old lead id, so activity and replies land on a dead lead record, not the contact or opportunity.
Suggested fix
Re-point these enrollments to the new contact and enable 'update enrollment on lead conversion'.
Download affected records (CSV)
Examples
  • ENR-00121 tom.cohen@openroboticsinc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000044AAA was converted; enrollment still points at the lead
  • ENR-00122 hana.weber@hyperlearninginc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000041AAA was converted; enrollment still points at the lead
  • ENR-00123 zoe.ito@northsecurityinc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000030AAA was converted; enrollment still points at the lead
  • ENR-00124 hugo.castillo@firstsystemsco.com in 'Outbound Cold 5-step' (Active): lead 00Q8d0000000023AAA was converted; enrollment still points at the lead
  • ENR-00125 dmitri.frost@atlasanalyticsco.com in 'Webinar Nurture' (Active): lead 00Q8d0000000036AAA was converted; enrollment still points at the lead
  • ENR-00126 umar.doyle@vividworksinc.com in 'Webinar Nurture' (Active): lead 00Q8d0000000017AAA was converted; enrollment still points at the lead
  • ENR-00127 gia.evans@bluemediainc.com in 'Inbound Demo Follow-up' (Active): lead 00Q8d0000000049AAA was converted; enrollment still points at the lead
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 20% (our assumption)
  • Estimated cost = 7 records x $750 x 20% = $1,050 (estimate)

10. Lifecycle stage in HubSpot does not match lead status in Salesforce

est. $900
12 affectedData mismatches
Likely cause
The two picklists drifted apart: a stage was added or renamed in one system only, or the sync field mapping is missing, so records stall, are routed on the wrong stage, or marketing keeps nurturing people sales already works.
Suggested fix
Agree one stage vocabulary, add the missing values to the other system, and fix the sync mapping. Review the value pairs below first; a few values usually explain most records.
Download affected records (CSV)
Value pairs involved
HubSpotSalesforceProblemRecords
CustomerNewthe two systems disagree on where this person is5
Evaluating PartnerNurturingthis HubSpot stage has no matching Salesforce status2
Marketing Qualified LeadRecycled - Q3this Salesforce status has no matching HubSpot stage2
Sales Qualified LeadRecycled - Q3this Salesforce status has no matching HubSpot stage1
Evaluating PartnerNewthis HubSpot stage has no matching Salesforce status1
Evaluating PartnerQualifiedthis HubSpot stage has no matching Salesforce status1
Examples (showing 10 of 12; download the CSV for all of them)
  • 00Q8d0000000087AAA vera.baker@firstlearninginc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)
  • 00Q8d0000000093AAA tara.hayes@openpartnersinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'Qualified' (this HubSpot stage has no matching Salesforce status)
  • 00Q8d0000000144AAA ines.doyle@primecapitalinc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)
  • 00Q8d0000000154AAA paula.kowalski@kineticdynamicsinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'Nurturing' (this HubSpot stage has no matching Salesforce status)
  • 00Q8d0000000185AAA priya.ito@vividlabsco.com: HubSpot 'Marketing Qualified Lead' vs Salesforce 'Recycled - Q3' (this Salesforce status has no matching HubSpot stage)
  • 00Q8d0000000248AAA finn.doyle@clearworksinc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)
  • 00Q8d0000000262AAA ivan.ortega@ultranetworksinc.com: HubSpot 'Sales Qualified Lead' vs Salesforce 'Recycled - Q3' (this Salesforce status has no matching HubSpot stage)
  • 00Q8d0000000281AAA quentin.ueda@zenmaterialsinc.com: HubSpot 'Customer' vs Salesforce 'New' (the two systems disagree on where this person is)
  • 00Q8d0000000288AAA omar.varga@truedynamicsinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'Nurturing' (this HubSpot stage has no matching Salesforce status)
  • 00Q8d0000000313AAA dmitri.jansen@zenfoodsinc.com: HubSpot 'Evaluating Partner' vs Salesforce 'New' (this HubSpot stage has no matching Salesforce status)
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 10% (our assumption)
  • Estimated cost = 12 records x $750 x 10% = $900 (estimate)

11. Active sequences with no step in 7+ days

est. $750
10 affectedMissed leads and hand-offs
Likely cause
Steps are not executing: sender mailbox disconnected, daily send limit hit, a manual task step nobody completes, or the owner is inactive.
Suggested fix
Check sender health and manual-task backlog for these enrollments, then resume or finish them.
Download affected records (CSV)
Examples
  • ENR-00128 fatima.baker@clearpartnersinc.com in 'Re-engagement' (Active): no step for 20d (never started)
  • ENR-00129 lena.dubois@maplesoftwareinc.com in 'Inbound Demo Follow-up' (Active): no step for 11d (never started)
  • ENR-00130 hana.silva@jadelogisticsco.com in 'Webinar Nurture' (Active): no step for 19d (never started)
  • ENR-00131 aisha.moreau@brightroboticsco.com in 'Webinar Nurture' (Active): no step for 20d
  • ENR-00132 nora.petrov@solidroboticsinc.com in 'Re-engagement' (Active): no step for 10d
  • ENR-00133 nora.doyle@quartzanalyticsco.com in 'Inbound Demo Follow-up' (Active): no step for 15d
  • ENR-00134 fatima.tanaka@openmaterialsinc.com in 'Webinar Nurture' (Active): no step for 25d
  • ENR-00135 emi.haas@maplelearninginc.com in 'Inbound Demo Follow-up' (Active): no step for 14d
  • ENR-00136 mateo.yamada@primedynamicsinc.com in 'Inbound Demo Follow-up' (Active): no step for 18d
  • ENR-00137 hana.dubois@echolabsco.com in 'Re-engagement' (Active): no step for 17d
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 10% (our assumption)
  • Estimated cost = 10 records x $750 x 10% = $750 (estimate)

12. Sequence is still emailing records deleted in the CRM

est. $450
6 affectedMissed leads and hand-offs
Likely cause
The record was deleted or merged in the CRM but the enrollment was not removed, so activity is not logged and replies have nowhere to land.
Suggested fix
Remove these enrollments, and make CRM deletes/merges unenroll the person in the sequencer.
Download affected records (CSV)
Examples
  • ENR-00110 lena.frost@bluelogisticsco.com in 'Re-engagement' (Active): CRM record 00Q8d0000000443AAA is deleted
  • ENR-00111 jon.ueda@primepartnersinc.com in 'Inbound Demo Follow-up' (Active): CRM record 00Q8d0000000444AAA is deleted
  • ENR-00112 elena.brandt@primecloudinc.com in 'Inbound Demo Follow-up' (Active): CRM record 00Q8d0000000445AAA is deleted
  • ENR-00113 julia.dubois@hyperenergyinc.com in 'Inbound Demo Follow-up' (Active): CRM record 00Q8d0000000446AAA is deleted
  • ENR-00114 emi.ueda@vividsystemsco.com in 'Webinar Nurture' (Active): CRM record 00Q8d0000000447AAA is deleted
  • ENR-00115 fatima.zhou@bluedynamicsinc.com in 'Webinar Nurture' (Active): CRM record 00Q8d0000000448AAA is deleted
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 10% (our assumption)
  • Estimated cost = 6 records x $750 x 10% = $450 (estimate)

13. Lead source differs between HubSpot and Salesforce

est. $375
10 affectedData mismatches
Likely cause
Source values were typed or imported differently in each system, or Salesforce overwrites the original source, so attribution and channel ROI reports cannot be trusted.
Suggested fix
Make lead source a restricted picklist with one shared value list, lock the original source after creation, and map the legacy values below.
Download affected records (CSV)
Value pairs involved
HubSpotSalesforceProblemRecords
Paid SearchWebthe two values are different channels4
Imported LegacyWebone of the values has no match in the other system1
Email MarketingCold Call 2023one of the values has no match in the other system1
Imported LegacyTrade Showone of the values has no match in the other system1
Organic SearchInbound-Legacyone of the values has no match in the other system1
Direct TrafficCold Call 2023one of the values has no match in the other system1
Email MarketingInbound-Legacyone of the values has no match in the other system1
Examples
  • 00Q8d0000000105AAA ivan.varga@atlasanalyticsco.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)
  • 00Q8d0000000132AAA aisha.weber@vividnetworksinc.com: HubSpot 'Imported Legacy' vs Salesforce 'Trade Show' (one of the values has no match in the other system)
  • 00Q8d0000000180AAA aisha.grant@firstfoodsco.com: HubSpot 'Organic Search' vs Salesforce 'Inbound-Legacy' (one of the values has no match in the other system)
  • 00Q8d0000000236AAA tara.cohen@clearlearninginc.com: HubSpot 'Email Marketing' vs Salesforce 'Inbound-Legacy' (one of the values has no match in the other system)
  • 00Q8d0000000241AAA ines.silva@greenanalyticsco.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)
  • 00Q8d0000000250AAA paula.evans@rapidlogisticsco.com: HubSpot 'Direct Traffic' vs Salesforce 'Cold Call 2023' (one of the values has no match in the other system)
  • 00Q8d0000000260AAA zoe.novak@jadesecurityinc.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)
  • 00Q8d0000000284AAA tara.gupta@quartzcapitalinc.com: HubSpot 'Paid Search' vs Salesforce 'Web' (the two values are different channels)
  • 00Q8d0000000316AAA chloe.haas@truelogisticsco.com: HubSpot 'Imported Legacy' vs Salesforce 'Web' (one of the values has no match in the other system)
  • 00Q8d0000000356AAA ana.moreau@firstsystemsco.com: HubSpot 'Email Marketing' vs Salesforce 'Cold Call 2023' (one of the values has no match in the other system)
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 5% (our assumption)
  • Estimated cost = 10 records x $750 x 5% = $375 (estimate)

14. Sequence enrollments that match no CRM record

est. $375
5 affectedMissed leads and hand-offs
Likely cause
The CRM id on the enrollment does not exist in the CRM export: the record was hard-deleted, belongs to another org/sandbox, or the integration never wrote the id.
Suggested fix
Re-link or remove these enrollments and check how the sequencer stores the CRM id.
Download affected records (CSV)
Examples
  • ENR-00116 tom.fontaine@ghostmail.example in 'Outbound Cold 5-step' (Active): CRM id '00Q8d00000ZZ000AAA' not found in the CRM export
  • ENR-00117 finn.haas@ghostmail.example in 'Inbound Demo Follow-up' (Active): CRM id '00Q8d00000ZZ001AAA' not found in the CRM export
  • ENR-00118 bruno.ito@ghostmail.example in 'Inbound Demo Follow-up' (Active): CRM id '00Q8d00000ZZ002AAA' not found in the CRM export
  • ENR-00119 mateo.novak@ghostmail.example in 'Webinar Nurture' (Active): CRM id '00Q8d00000ZZ003AAA' not found in the CRM export
  • ENR-00120 sven.ortega@ghostmail.example in 'Inbound Demo Follow-up' (Active): CRM id '00Q8d00000ZZ004AAA' not found in the CRM export
How this estimate is calculated
  • Value of one lead = lead-to-opportunity rate 10% x win rate 25% x average deal $30,000 = $750 (estimate)
  • Share of that value lost because of this break = 10% (our assumption)
  • Estimated cost = 5 records x $750 x 10% = $375 (estimate)

Not checked (missing data)

Every check had the data it needs.