Disaster Pattern — CRM Failure
CRM Not Routing Leads
Leads are captured through website forms. They enter the CRM. But nothing happens. No notifications. No sequences. No follow-up.
How Operators Describe It
"Sales team isn't getting lead notifications"
"Leads show up in the CRM but never get assigned"
"We have leads but nobody follows up because the system doesn't route them"
"Marketing shows leads coming in but sales sees nothing"
Definition
CRM automations not routing leads occurs when leads captured through website forms are never routed to sales staff due to broken CRM automation rules.
Common Symptoms
- Zero lead notifications — sales team receives no alerts when new leads submit
- Leads appear but don't assign — leads show in CRM but are never assigned to reps
- No follow-up sequences trigger — email drip campaigns remain dormant
- Marketing reports show leads, sales sees nothing — attribution breakdown
Typical Trigger
CRM update changes automation trigger conditions. Form integration disconnected during platform migration. Lead routing rules accidentally disabled by admin.
How the Problem Spreads
- Immediate revenue loss — every day with broken routing equals lost leads
- Lead quality degradation — old leads that finally get routed are cold
- Trust breakdown — marketing and sales blame each other
Industries Seen In
Related Disaster Patterns
Response Type
CRM routing failures require immediate audit of lead routing rules. Priority is confirming leads are flowing to sales within 24 hours.
If this sounds familiar
Leads are coming in. Sales isn't seeing them. We fix the routing and confirm leads are flowing.
Send the MessResponse timing depends on urgency level selected during intake.