RevOps8 min read
CRM Hygiene for Inbound Leads: Stop Duplicates and Drift
Why messy CRMs break AI workflows—and the minimum viable hygiene rules before you automate voice follow-up.
One person, one record
Duplicate contacts create double calls and brand damage. Define merge rules and enforce them before scaling AI outreach.
Owner and stage rules
If ownership is ambiguous, routing fails. Document who owns inbound, how SLA timers start, and when SDRs hand off to AEs.
Webhooks need contracts
When events fire from telephony or calendar systems, schema drift breaks reporting. Version your payloads and monitor failures. BookFlow integrates with modern webhook patterns—see how it works.