Case Resolution File

Automation Workflow Failure — Toronto

Signal Observed

Marketing team reported leads captured through forms but not entering the sales pipeline. CRM was recently updated.

Pattern Identified

Automation Workflow Failure — CRM update broke API endpoint for workflow triggers, causing all automations to silently stop executing.

First Move

  • Discovered CRM update changed API endpoint for workflow triggers
  • Found all 12 automated workflows showed "Active" but weren't executing
  • No error notifications were generated — silent failure
  • Identified 6 weeks of leads sitting in limbo

Outcome

Mapped all affected workflows and rebuilt automation triggers using updated CRM API. Implemented monitoring alerts for workflow failures. Recovered and reprocessed 6 weeks of stalled leads. All automations running within 24 hours.

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