Rules scan accounts and contacts for problems that silently break routing, scoring, outreach and reporting. Each issue carries a suggested fix; applying or ignoring one is written to the audit log with the actor, before and after values.
Duplicates split activity history and cause double outreach.
Without a domain we cannot enrich, match leads, or upsert to the CRM.
Duplicate accounts split pipeline and break routing and attribution.
Malformed or duplicated CRM IDs make sync create or overwrite the wrong record.
Unowned A/B accounts receive no follow-up: direct pipeline leakage.
Sending to invalid addresses hurts deliverability and sender reputation.
Size drives fit scoring, segmentation and routing.
Two confident sources contradict each other, so the field is a coin flip that scoring, segmentation and routing all depend on. Someone has to decide which one is right.
Contacts without an account can't be routed or scored.
Lifecycle and funnel disagree, so reports double count or miss records.
Stage skips or reversals corrupt conversion and velocity metrics.
Firmographics older than 180 days drift (headcount, funding, stack).
Duplicates split activity history and cause double outreach.
| Severity | Issue | Record | Suggested remediation | Actions |
|---|---|---|---|---|
| high | 2 records for Leila Abe (leila.abe@wren-intelligence.example) detected 9h ago |
|
Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Liam Abe (liam.abe@tern-systems.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Kai Dubois (kai.dubois@sable-systems-studio.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Hana Cohen (hana.cohen@falcon-platforms-global.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Yara Kaur (yara.kaur@arc-robotics.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Hiro Okafor (hiro.okafor@quarry-pay.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Hana Moreau (hana.moreau@solstice-stack.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Jin Fernandes (jin.fernandes@cinder-health.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Keisha Mehta (Keisha Mehta) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Elena Mehta (elena.mehta@nimbus-intelligence.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Mateo Castro (mateo.castro@umber-stack.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Priya Raman (priya.raman@kestrel-analytics.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Sara Cohen (sara.cohen@cadence-platforms-studio.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Hiro Ueda (hiro.ueda@cortex-intelligence.example) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Wei Adeyemi (Wei Adeyemi) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Omar Andersen (Omar Andersen) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Theo Petrov (Theo Petrov) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
| high | 2 records for Ben Rossi (Ben Rossi) detected 9h ago |
| Merge 1 duplicate(s) into the oldest valid record; activities, roles and engagements move to the primary. merge_contacts |
Every fix and ignore is recorded as an audit event (who, when, before → after). Merges re-parent related records rather than deleting history. Issues that need a human, such as a missing website, have no automatic fix.