3x Yourself: Safety Net Your CRM or MAP 🥅

These are smart automations & alerts every Marketing Ops pro should implement.

Use this playbook to build invisible defenses into your CRM or MAP: alerts that catch silent failures in routing, compliance, data quality, attribution, and campaign performance before they damage revenue or trust. This is one of the only ways you’ll get out of what I call Triage Hell — being so stuck below day to day tickets and fire-drills that you can’t be strategic.

📐 How to Use This Guide

Start with Quick Wins (see bottom)
Assign owners and severity levels (P1–P3)
Test alerts in sandbox, then deploy
Log each alert fired (Slack, ticket, or dashboard)

🔥 Severity Levels (Alert Taxonomy)

Define level of urgency before anything else. This helps align your team and response cadence — and set expectations with stakeholders/management.

Severity	What It Means	Response Time	Channels
P1	Revenue, legal, or data loss risks	1 hour	Slack/email + ticket
P2	Campaign, data, or enrichment issues	24 hours	Slack/email
P3	Maintenance or hygiene tasks	72 hours	Email or weekly digest

⚠️ Core Safety Nets: Automations & Alerts (click the arrow to open)

⚙️ How to Best Set Up These Traps (by Platform)

I’m not going to go into extreme detail on these as the platforms change so frequently — but I wanted to point you in the right direction on how you might start to set up some of these alerts in each platform.

🟠 HubSpot CRM (Sales Hub)

Tool: Workflows
Use property checks like Owner is unknown
Automate tasks and Slack alerts via built-in integrations