The Complete CRM Automation Audit Checklist for 2026

Why You Need an Automation Audit

CRM systems decay. Workflows break when fields change, automations stop firing when contacts are archived, and follow-ups silently fail. A regular audit catches these leaks before they cost you revenue.

Lead Capture Audit

Are all forms firing the right workflow? Are lead sources properly tagged? Is speed-to-lead under 60 seconds? Are Facebook Lead Ads connected via webhook, not polling? Each gap here loses leads silently.

Follow-Up Audit

Check every pipeline stage has an associated automation. Are no-show recovery sequences active? Are long-term nurture sequences running? Are reactivation campaigns scheduled? Missing follow-ups are the biggest revenue leak.

Data Hygiene Audit

Are custom fields populated consistently? Are duplicate contacts being merged? Are bounced emails being cleaned? Bad data breaks automations and skews reporting.

Integration Audit

Test every webhook and API connection. Are Zapier/Make scenarios still running? Are error notifications set up? A broken integration can silently stop syncing data for weeks before anyone notices.

Reporting Audit

Are your dashboards accurate? Are conversion metrics tracking correctly? Are revenue numbers reconciled with your payment processor? Bad reporting leads to bad decisions.

Ready to Audit Your CRM?

If you haven't audited your CRM automation in 6 months, you're losing revenue you can't see. Book a strategy call for a complete automation audit.