# Website enquiry to CRM workflow worksheet

Companion: https://www.ajjuiglesias.com/blog/website-enquiry-crm-workflow

Use sample data. Do not enter credentials, private enquiry contents or access tokens here.

## Receipt and records
- Website platform and form:
- CRM and exact connection method:
- Durable acceptance boundary:
- Visitor success and failure messages:
- Request identifier and time zone:
- Contact matching rule:
- Record used to preserve each enquiry:
- New request versus delivery retry rule:

## Field mapping
For each field, record:
- Website name and required/optional status:
- CRM object and property:
- Format and allowed values:
- Existing-contact update rule:
- Treatment of blank or unmapped values:
- Source and attribution meaning:
- Contact preference and subscription meaning:

## Ownership and communication
- Routing rule and fallback queue:
- Assigned owner and absence cover:
- Operating hours and response expectation:
- Next action and due time:
- Acknowledgement trigger and duplicate prevention:
- Monitored reply destination:
- First human response definition:

## Recovery and care
- Accepted-to-delivered reconciliation method:
- Pending delivery review threshold:
- Failure recipient and backup:
- Recovery from partial completion:
- Connection/account owner:
- Access and retention settings:
- Manual fallback:
- Configuration changes requiring retesting:

## Acceptance record
Record expected and actual results for:
- New contact and complete enquiry.
- Existing contact and distinct new enquiry.
- Duplicate delivery of the same request.
- Blank optional field and unknown service value.
- Rejected CRM write and unavailable connection.
- Failure after partial completion and subsequent retry.
- Unavailable owner and acknowledgement reply.
- Test record identification and cleanup.

## Review
- Accepted requests and confirmed deliveries:
- Pending failures and unassigned enquiries:
- First human responses within agreed operating window:
- Spam/test/unsuitable request treatment:
- Reviewer, decision and next review date: